Users

This page allows you to add new users to your PayDirection instance, as well as edit, disable, and delete users. To access this page, your user must have the Admin / Users access level.

Table of Contents

Creating a New User

To create a new user, you must:

1. Navigate to the Admin / Users page

2. Press "Create New User" in the top-right corner

3. Fill in the required fields

   1. Full Name

   2. Email

   3. Phone/WhatsApp Number

   4. Job Title

4. Give applicable access level to the user
   Please note that you are only able to give access to items you have access to

5. If your instance has defined "Groups," you can give the user a group to add access levels automatically.
   For ex., giving the “Admin” group to the user will give access to everything.

6. Leaving the “Brands” fields empty will allow the user to access all your PayDirection instances.

7. Click “Create New User,” and the user will receive a Welcome Email to prompt them to finish setting up their account.

   

Enabling and Disabling a User

You can enable or disable a user by pressing the action button to toggle their status.

Deleting a User

Resetting a User's password

Access Levels

The Access Level system determines what the user can or cannot access. As user access is of high importance, users are unable to edit their own access levels:

Similarly, a user cannot give other users access to items they do not have access to.