Users

Users


The Users section in the Paytia Admin Portal allows you to add, edit, or delete user accounts and licenses. Below is a step-by-step guide to managing users effectively.

Accessing the Users Section

  1. Log in to the Paytia Admin Portal.
  2. In the left-hand menu, select Administer Users > Users.

Adding or Deleting User Licenses

  • Adding Licenses:
    If additional user licenses are required, click the Buy Now button at the top-right corner of the screen. Follow the prompts to complete the purchase.
  • Deleting Licenses:
    To remove unused licenses, click the Delete License button.

Adding a New User

  1. Click the Add User Button:
    Use the main panel to create a new user. Ensure there are available licenses.

  2. Fill Out User Details:
    Complete the following fields:

    • User Name: Full name of the user.
    • Email ID: The user’s email address for notifications and login.
    • Country: Select the country for the user.
    • User ID: Assign a unique security ID for added payment security.
    • Telephone: Enter the user’s trusted phone number, which will be used for verification.
    • Department: Select the user’s department. Departments group users for reporting and management. The default department, "All," can be used or customized.
    • User Prompts: Assign pre-configured prompts that guide users during payment collection.

  3. Save the User Profile:
    After entering the details, click Save to create the user account.

Editing Existing Users

  1. Locate the user in the User Listing table.

  2. Click the Edit button in the Action column next to the user’s name.

  3. Update the user’s details in the corresponding tabs:

    • User Profile: Update name, email, or role.
    • Call Settings: Configure trusted phone numbers or enable the main company number for calls.
    • User Settings: Adjust transaction receipt settings, web form permissions, and active service licenses.

  4. Save the changes using the Save button.

Real-Time Payment Receipts

  • Enabling or Disabling Alerts:
    • Navigate to Departments or Users in the menu.
    • Uncheck the Realtime Receipt box to disable transaction alerts for a user.
    • For existing users, edit their profile and deselect the checkbox under the User Settings tab.

Bulk Import Users

If multiple users need to be added simultaneously:

  1. Click the Bulk Import CSV button.
  2. Upload a properly formatted CSV file containing user details.
  3. Verify the uploaded data and save.

Managing Call Settings

  • Select the phone number type:
    • User Assigned Number: Use a custom number for the user.
    • Activate Main Company Number: Default to the organization’s main contact number.
  • Update call-forwarding preferences and save.

By following this guide, administrators can efficiently manage user accounts and licenses in the Paytia platform, ensuring seamless functionality for teams.