Any user with the correct permissions can create a new user. However, for your protection, we recommend only allowing Master users to create, delete, and change permissions (see Restrict user access to learn more). If you will be adding multiple users with the same limited permissions, it is faster to create a role and assign the new user that role.
Expand the Settings menu on the left in your gateway account.
- Go to Users to access the User Manager.
- Click +Add New User in the upper right corner.
- User = create a unique username that is 5-32 characters (may only contact letters, numbers, and underscores).
- Enter the new user's email address, first name, and last name.
- Start Page = use the dropdown menu to pick which page the user will see first on login. The default dashboard is good for users that access all parts of the account on a regular basis. If someone is only accessing one or two areas and has limited permissions, it is easiest to see one of those pages first as soon as you login.
- Allowed IP's (optional) = if you specify any IP addresses , the user will only be able to login from that location. This is useful if you have an employee who carries around a laptop, but you want to make sure they are only in the office when accessing the payment gateway. If there are no restrictions, leave blank.
Click the General Settings tab.
- Master Account = When turned ON, the user will have full access to all permissions in the account. When turned OFF, you can customize permissions. Any roles already created with preset permissions will appear in the list. If you select Custom Console Permissions, another tab will appear where you will be able to set custom permissions for this user (see below for instructions).
- Allow Password Change = When turned ON, the user can use the password reset link on the login page. Otherwise, someone else with user permissions must login and send a password reset link.
- External Software = When turned ON, the user can access the account through the USAePay Retail mobile app on an iOS or Android device.
- Two-Factor Authentication = some level of two-factor authentication is recommended to ensure the security of your account. Authentication options are emailing a code to the email address assigned to the username or texting a code (if a phone number was provided on account activation).
Click the Console Permissions tab (if applicable).
- Each section on the left side will display a list of permissions for that section of the merchant console. Check the box to grant permission.
- To further define permissions, go to Advanced Permissions in the upper right corner. Turning this ON shows a list of subcategories for each permission. Check the box to grant permission.
When finished, don't forget to Save the user settings.