How do I add extra sub administrative users?

How do I add extra sub administrative users?


How to Add Extra Sub-Administrative Users in Paytia

If you need to add users with limited administrative access to Paytia's Agent Capture Assist, follow the steps below. Sub-administrators can only access specific menu options assigned to their role.

1. Create Profile Roles

Profile roles define what menus and actions a user can access.

Steps to Create a Role

  1. Log in to the Paytia Administrative Portal.

  2. Navigate to Account security > Create admin user roles.

  3. Click on the Create role button.

  4. Add Role Name: Provide a descriptive role name that reflects the user’s job role.

  5. Assign Permissions:

    • Select specific menus and submenus the role can access.
    • Use View, Action (Edit), and Export checkboxes to restrict permissions.

  6. Once completed, click the Save button to finalize the role.

2. Add New Sub-Administrative Users

Once the role is created, you can assign it to new users.

Steps to Create a New User

  1. Go to Account security > Create admin users.


  2. Fill in the user details:

    • First Name
    • Last Name
    • User Name (unique username)
    • Email ID (email for login activation)

  3. Assign Role: Select the role created earlier (e.g., "Admin ALL" or custom role).

  4. Click the Add button to save the user.

3. User Account Activation

The new user must activate their account and set up their password.

Steps to Activate User Account

  1. The user receives an email with a Verify Email Address link.

  2. The user clicks the link to verify their email and set their password.

  3. The user completes the password setup process.

4. Logging in as Sub-Administrator

To log in:

  1. Set Login as to Administrator. 

  2. Enter the Email Address or username provided during user creation.

  3. The user will only see the menus and options permitted by their assigned role.

Summary

By creating profile roles and adding sub-admin users, you can control and restrict access to specific functions within Paytia's portal. Ensure new users activate their accounts using the verification email to complete their setup.

For any issues, contact techsupport@paytia.com.