In Merchant Dashboard, how can you add a new user?


Resolution


  1. At the upper right of your screen select your name > Manage Users.


  2. The MANAGE USERS screen appears. Select ADD NEW USER.


  3. On the ADD NEW USER screen, enter the following information:
  • First Name
  • Last Name
  • Email Address
  • Phone Number (optional - for SMS Messages)
  • User Status (usually set to "Active" for a new user)


  1. Scroll down and associate the user with a merchant, for example, the school or district to which they are primarily assigned. 
    1. Under MERCHANTS, select the Merchant that you want to work with by checking the associated checkbox.
    2. Select the > icon located between the two boxes. The Merchant now appears under ASSIGNED MERCHANTS.
    3. Optionally, if you have multiple merchants that you want to work with, they can also be added at this time.

  2. Scroll down the page to Manage Permissions.
  3. Here you can customize the view permissions you want the user to have while working in the Merchant Dashboard.

    To give the user full permissions, select Allow All.


    To only give the user certain permissions, select the individual permission set you want to grant to the user.

  4. To apply your changes to the new user, select Submit.

Where to next?