Update a user's account information

Select Users

In the left navigation sidebar, select Users. The Users & Invites page opens on the Active Users tab; the number on Pending Invites shows how many invitations are still waiting to be accepted.

Find the user

Type a name or email address in Search, filter the User Role column with its funnel icon, or sort by a column heading. The list shows, for each user:

• Contact Name and Email: who they are and the address they log in with.
• Phone: their phone number, if one was given.
• User Role: what they can access, for example Merchant Admin or Partner Admin.
• Created Date and Last Log In.
• Status: Enabled or Disabled.
• Actions: the menu for that user.

Select the user

Select the user's row. The User Details page opens.

Read the details

The page shows Full Name, Organization, Email Address, Phone Number, User Role, Create Date, and Last Log In, with the user's status in the top right next to Edit. Under Alert Subscriptions you can see which email notifications the user receives.

Select Edit

Select Edit in the top right. The Edit User panel opens on the right.

Make your changes

Update the fields that have changed:

• Full Name, Email Address, and Phone Number.
• Organization: the account the user belongs to.
• User Role: choose the role that fits what the user does. Merchant Admin is for people who work at one merchant; Partner Admin is for people at the partner who work across the merchants under it. Any custom roles your administrator has created appear here too.
• Alert Subscriptions: tick the events the user should be emailed about, such as Chargeback Created, Disbursement Failed, Merchant Fully Boarded, or Merchant Denied.

Update and confirm

Select Update User at the bottom of the panel, then Confirm when the panel asks you to apply the changes. Select Back to keep editing, or Cancel to close without saving. The User Details page shows the updated information.