Introduction

In Merchant Dashboard, you can add a new user and set custom permissions for that user. This process lets you control who can view and edit various sections of the dashboard. Once a new user is created, they must be invited to activate their Merchant Dashboard account before they can log in. Follow the steps below to create and invite a new user.

Steps

  1. At the upper right of your screen, select your name, then choose Manage Users.

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

  3. On the ADD NEW USERscreen, enter the following information:
    • First Name
    • Last Name
    • Email Address
    • Phone Number (optional for SMS Messages)
    • User Status (e.g., Active for a new user)
  4. Scroll down and associate the user with a merchant (e.g., the school or district):
    1. Under MERCHANTS, select the merchant you want to work with by checking the associated checkbox.
    2. Click the > icon between the two boxes. The merchant now appears under ASSIGNED MERCHANTS.
    3. Optionally, add multiple merchants if the user needs access to more than one.

  5. Scroll down to Manage Permissions.
  6. Customize the view permissions for the user. Choose one of the following:
    • Allow All to grant the user full permissions.
    • Select individual permission sets for more limited access.

  8. To finalize the new user, select Submit.

  9. Once the user is created, invite them to activate their account:
    • Return to the Manage Users page.
    • Locate the new user in the list.
    • Select Send Invitation next to their name.
    • The user receives an email with a link to activate their Merchant Dashboard account.

After submitting and sending the invitation, the new user can activate their account and access the assigned merchant(s) according to the permissions you configured.