How to manage users in the Merchant Portal

Anyone in your organization with User access can be found in this tab. 

There are three Permission Groups for Users: 

• Administrators have full permissions and can perform all actions. 

• Managers can perform all actions except add or manage users. 

• Cashiers can ONLY create plans and see transactions. They cannot change Installment Plans once they are created. 

Add a new user by clicking the purple icon to the right of the search bar.

Fill in the appropriate details for the new user in the pop-up window

Edit or Delete a User simply by clicking on the User. This lets you edit Name, Email, Phone and Permission Group.

Personal Details 

The Personal Detail window found in the top right corner (where your name is) lets you change your username, email, and password.