Create, Edit or Delete User Accounts

Users are members of your organization or team who have access to your Originate Merchant Portal. As an Admin you can manage user accounts from Setting → Users

Create User Accounts

As an Admin, you can create new user accounts on your Originate Merchant Portal

Open

1. Go to Setting → Users

2. Click on the Create User button

3. Fill in the email address and select a role then click on the Create User button

Open

The new user will get an email with a link to complete their registration on your Originate Merchant Portal.

Delete User Accounts

As an Admin you can delete user accounts on your Originate Merchant Portal

1. Head over to Setting → Users

2. Click Delete on the user you wish to delete

3. Click Delete User

Edit User Accounts

As an Admin, you change the roles of user accounts on your Originate Merchant Portal

1. Head over to Setting → Users

2. Click Edit Role on the user you wish to edit

3. Select the new role and click Update