Invite a new user
Give a colleague access to the portal by sending them an invitation with the right role.
What you can do here
- Send a colleague an invitation to the portal with the right role
- Choose which email alerts they receive
- Follow up on invitations that have not been accepted
Before you start
- Only administrators, or users with user management permissions, can invite users.
- Know which role the new user needs. Roles decide what they can see and do. See Add a new role and permissions if you need a new one.
- Use the Accessing switcher to select the partner or merchant account the user belongs to. See Switch between accounts.
01Send the invitation
Open Users
In the left navigation sidebar, select Users. The Users & Invites page opens on the Active Users tab, with Pending Invites next to it.
Select Invite New User
Select Invite New User in the top right corner. The Invite User panel opens on the right.
Fill in the user's details
Under User Information, enter the Full Name as it should appear in the portal, the Email Address the invitation goes to (it becomes their login), and the Phone Number.
Choose the role
Under Role, select the role from the dropdown. Merchant Admin is for people who work at one merchant; Partner Admin is for people at the partner who work across its merchants.
Choose their email alerts
Under Email Subscription, tick the notifications the user should receive: Dispute Created, Chargeback Created, Chargeback Won, Chargeback Lost, Transaction Approved, Remember Failed, and Invoice Created. Leave them all clear if the user only needs portal access.
Send it
Select Invite. The user receives an email with a link to set their password and sign in. Select Cancel or the X to close without sending.
02Follow up on invitations
Invitations that have not been accepted yet sit in the Pending Invites tab.
Open Pending Invites
On the Users & Invites page, select the Pending Invites tab. The number on the tab shows how many invitations are waiting. Each row shows the contact name, email, phone, user role, and the date the invitation was created.
Check who has accepted
Once a user accepts and sets their password, they move to Active Users. To change their role or details later, see Assign a role to a user and Update a user's account information.
Key terms
- Role
- A named set of permissions. Every user has one role, and it decides what they can see and do.
- Email subscription
- The email alerts a user receives about disputes, chargebacks, transactions, and invoices.
- Pending invite
- An invitation that has been sent but not yet accepted.
Related guides
Your Partner Relationship Manager and our support team can help you sort it out.