How do I add extra sub administrative users?

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.

 Profile roles

The profile role consists of two parts. The first is the name of the role. This is a free text name you can call the type of job role being utilized in your business.

The second is the menu items you want to allow the job role to be able to access.

 

Creating the Profile role

Once logged into the Paytia administrative portal you can now access the Create admin user roles option from the Account security menu option

Click on the Create admin user roles sub-menu option.

 

 

 

This will load the Create admin user roles settings.

 


Click on the 





button to start adding a new role profile.

You can now set the role name and pick the menu items this users will be allowed to see when they login.


Admin roles can also be used to restrict a function by View, Action (Edit) and Export (for exporting report data)

Once you have set up the admin role click the  button to finish.

 

New administrative users

Now you can add new user profiles to utilize your new administrative role.

Click on the My profile menu and this time click the Create admin users sub-menu options

This will load the Create admin user roles settings page, click here.


You can now add the first name, last name and email address of your new user and you can select the type of role they will be assigned.

Now you can click the   button to add your new user profile.

You will now see this message.

 

User password setup

Your new user will receive an email from Paytia allowing them to verify their email address and set their secure access password.

 

Your user will now click the Verify Email Address button on the email or they can copy and paste the included link into a web browser to verify the link and set their password.

Once the link has been clicked the user will be able to set and confirm their login password.

Note: logging in as asub-administrator is carried out using a combination of the Login type set to Administrator


and the Email address 

field being used to enter the username you set when creating the user.

The Paytia service will now send them a confirmation email to confirm the account is active and ready to use.

The sub-administrative user can now login to access the administration portal and will see only the portal menu and features their role allows.



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