Add user

To create a user record (with individual credentials and role-based permissions to access your portal), click Add user on the User list panel and fill in the details.

To save the changes, click Save. To create more user records, click Save & Add a copy.

Specify the login that will be used by the employee to access your portal.

Enter the password for the employee. You can enter it manually or click Generate to generate a random, hard-to-guess password.

To show or hide the passwords, click Show password or Hide password .

You can enable 2FA for the employee to log in to your portal only after entering a one-time password (OTP) in addition to the login and regular password. The OTP is generated by a 2FA application installed on the employee’s smartphone, e.g., Google Authenticator.

Select one of the following options in the dropdown list:

• Select As defined by the customer class to use settings defined for the customer class.
• Select Yes to enable 2FA.
• Select No to disable 2FA.

If the employee loses access to the 2FA application, click the Reset 2FA key.

Select a role for the employee. Note that roles with required permissions must be preconfigured by your service provider.

Enter the email address of the employee, where the credentials will be sent once the user record is created.

You can specify the employee’s record activation date, for example, for cases when the employee can access the portal only after their probation period in the company ends.

Click Calendar to select the date or type it in the format YYYY-MM-DD. By default, the user record is activated upon creation.

You can specify the date when this user record becomes inactive, so the user won’t be able to access the system. Click Calendar to select the date or type it in the format YYYY-MM-DD.

Turn on the toggle to restrict the employee’s access to customers’ personal data (such as name, address, contact details, etc.) if they are not allowed to either view or process it according to GDPR. Such employees will see that the personal data is masked on the web UI.

You can set a daily limit on the total of transactions (such as manual credits, promotional credits, and refunds) that an employee can make. The credit/refund limit is reset at midnight. By default, your time zone is used for an employee, but you can set a different time zone in the dedicated field.

For example, if the daily limit of an employee is $20, and they subsequently apply a $3 credit to 6 customers, the daily credit/refund usage becomes $18. This means the employee can only apply a transaction up to $2 by the end of the day; once the $20 credit/refund limit is reached, they won’t be able to apply any credits/refunds until the next day. However, the employee can still process manual payments, as these do not count towards the daily credit/refund limit.

Note that by default, this value is set to zero, which means that the employee can’t make any credit/refund transactions.

You can specify the amount the employee cannot exceed per transaction, such as manual credit, promotional credit, or refund. Note that the transaction limit should not exceed the daily credit/refund limit.

You can authorize the employee to temporarily increase customers' credit limits.

To do this, turn on the Allow to increase the credit limit temporarily toggle and specify:

• The maximum amount of increase in the temporary credit limit (either as an absolute value or as a percentage of the permanent credit limit).
• The maximum period during which a customer can use the temporarily increased credit limit.

By default, access to your portal is allowed from any IP address. However, you can allow your employees access only from the IP addresses that you specify here. Click Add to add more than one IP address.

Select the employee’s time zone. It is used when the activation/expiration date is set for their credentials, as well as for resetting the daily credit/refund limit.

Select the language to be used by the employee on your portal.

Choose a format for the shown date.

Choose a format for the shown time.