Activating Users in Paytia Agent Capture Assist

Before a user can log in to Agent Capture Assist and begin taking payments, their account needs to be activated and a password set.

The steps below explain how an administrator can complete this process.

Step 1: Open the user's access settings

1. Sign in to the Paytia administration portal.
2. Go to the User Panel - Access screen.
3. Find the user you want to activate.
4. Select Reset Password.

This will open the User Panel - Access window for that user.

Step 2: Check the user's email address

Make sure the correct email address is entered in the User email field.

This email address will be used to send the user their activation or password setup link.

Once the email address has been checked, click Resend Password Link.

Step 3: Ask the user to check their email

The user will receive an email from Paytia containing a link to set their password.

If the email does not appear in their inbox, ask them to:

• Check their junk or spam folder
• Confirm the email address entered in Paytia is correct
• Make sure their email system allows messages from *.pay729.net

The user should open the email and click the verification or password setup link.

Step 4: Set the user's password

The link in the email will take the user through the password setup process.

The user should create a secure password and complete the on-screen steps.

Once this has been completed, the account is ready to use.

Step 5: Log in to Agent Capture Assist

The user can now log in to Agent Capture Assist using:

• Username: their registered email address
• Password: the password they created from the activation link

Once signed in, the user can begin using Agent Capture Assist to take payments, subject to the permissions assigned to their account.

If the user does not receive the email

If the activation or password email is not received:

1. Confirm the email address in User Panel - Access.
2. Check junk and spam folders.
3. Confirm *.pay729.net is not being blocked by the organisation's email security system.
4. Click Resend Password Link again.
5. If the problem continues, contact Paytia Support.

So to wrap up

To activate a user, make sure their email address is correct, send them a password setup link and ask them to complete the verification process.

Once they have created their password, they can sign in to Agent Capture Assist using their email address and begin taking payments.