How do I add an user?

How do I add an user?

Adding agents for capturing User ID and using the Virtual Terminal

Agents exist in the system for two licenses;

  1. Capturing an User ID number when using the Paytia service by telephone handset only
  2. Providing the user access to the Paytia Secure Virtual Terminal web form application.

When you add a new user you will be required to;

  1. Select the department the user will report to for any email transaction reporting

  2. Add an email ID to the user

  3. Add the three digit User ID (this is your choice how you wish to allocate these numbers)

  4. Add the name of the user (this is for administrative functions and reporting only)

  5. Add a telephone number (this is not required and again is currently for record keeping only)

  6. Choose if the user will see option buttons for Inbound, Outbound or Blended calling for payment handling (Outbound will not be visible unless the Outbound Calling license has been purchased)

  7. Setting real-time payment receipts

    By default, real-time transaction alerts are sent to the administrator and all users. In order to remove these untick the Realtime Receipt checkbox under Departments and Users. (For existing users, click on edit option against the relevant user in the Action section.

When you have completed the above, you can then proceed to click on the bottom right button which will complete the adding of the user.

    • Related Articles

    • User role rights

      This article will guide the merchant on creating user role rights and how to apply them to user that they create A mechanism that will be useful when creating users is the creation of User role rights. The Paytia platform uses security rights to ...
    • User prompts

      Adding a user prompt instruction script the users see when taking payments using the Secure Virtual Terminal The user prompts allows you to populate a window on the Secure Virtual Terminal and is used for providing information, URL help links or any ...
    • How do I add extra sub administrative users?

      Add users that can access Paytia's Secure Virtual Terminal to see only certain menu options for their job If you have users that need to access functions within the merchant portal you can now create - 1. Profile roles. 2. New administrative users. ...
    • How do I add an additional user license?

      The following article will guide to to adding an additional user license for your account If you are logged onto Paytia's platform you can use this link to automatically take you there - Whilst ...
    • Extra features

      Adding extra features to your merchant and user account To add extra features find the Subscription and billing sidebar on the left-hand side of the admin portal, there you will find just below the add extra features button. Once you have clicked on ...