Manage your Users & Roles

Learn how to create, view and edit users from the  Users & Roles Management page.

Create and enhance existing user profiles in your Merchant Portal. 

Have you not created users of your merchant portal yet? Read the step-by-step guide to Add a User here. 

Search for User

If you have already saved a number of users in the list and you would like to search for a specific user, you can use the Search feature. 
Type in your search keyword in the search field to start looking for a specific customer.

  • Search entries can be by User Name, User Code, Location, Role, and Status.

You can also use the Role filter to limit the list based on the selected role.

Update a User

  1. Head to the User Management page of your Merchant Portal by clicking the Users & Roles tab.
  2. Click a row of an existing user from the list. You will be taken to the User Details page allowing you to update or add other information regarding the user.
  3. Click the Save button to save the information entered in the fields. 

Deactivate a User

  1. Head to the User Management page of your Merchant Portal, click the Users & Roles tab.
  2. Go to the row of an existing user from the list that you want to edit. 
  3. Click the "DEACTIVATE" button or the (-) under the Actions column of the User Management list. 

NOTE: Once you have deactivated a user, you will not be able to use it on when creating a work order.


Role Management

A  role is a set of permissions for actions available within the system. A role can be assigned to one or several users.

Learn how to create, view and edit roles from the  Users & Roles Management page.

  1. Head to the User Management page of your Merchant Portal, click the Users & Roles tab.
  2. Click the Role Management button. 

The Role Management page displays the list and buttons related to the management of roles. This includes information such as Role name, Access Level, Status, and Actions - Deactivate and Edit role.

Search for Role

If you have already saved a number of roles in the list and you would like to search for a specific role, you can use the Search feature. 
Type in your search keyword in the search field to start looking for a specific role.

  • Search entries can be by Role Name, Access Level.

Add a Role

  1. Head to the User Management page of your Merchant Portal, click the Users & Roles tab. 
  2. Click the Role Management button.
  3. Click the Add New Role button. 


Role Name Enter the name of the role you want to add to the system.
Role Description Enter a brief description of the role.
Access Level a dropdown list where the user can select the access level of the role you want to add. This may include Management, Supervisor, Operations, Staff. 

4. Click the Save button to save the information entered in the fields. 

Update a Role

  1. Head to the User Management page of your Merchant Portal, click the Users & Roles tab. 
  2. Click the Role Management button.
  3. Go to the row of the existing role you want to edit. 
  4. Click the pencil icon of the selected role. The Role Details modal will open allowing you to update or add other information regarding the role.
  5. Click the Save button to save the information entered in the fields. 

Deactivate a Role

  1. Head to the User Management page of your Merchant Portal, click the Users & Roles tab. 
  2. Click the Role Management button.
  3. Click the "DEACTIVATE" button or the (-) under the Actions column of the Role Management list. 

NOTE: Once you have deactivated a role, you will not be able to use it when creating a user.