Adding a user

As soon as the merchant account is ready, one admin user is automatically added to iQ. This is the portal for your merchant account that provides you with access to reports, statements, transaction details, settlement information, and dispute management. After that, the admin is responsible for inviting additional users. We do this because there are 3 different access levels and nobody knows better than you who should have full access and who needs limited permissions.

User Types

• Standard User: No ability to view or edit users.
• Basic Administrator: Ability to view but not edit users, unlock/lock users, reset passwords, reset security questions, resend invites (but cannot modify user email addresses).
• External User Administrator (full access): Ability to view, modify and invite any new users, unlock/lock users, reset passwords, reset security questions, clone a user, resend an invite, and the ability to change user email addresses.

Instructions

1. Log into your Merchant Portal.
2. Go to Administration > User Administration in the menu on the left.
3. Click Invite New User.
4. Entity Access is the list of all accounts your username has access to. Most will only see one account. If there are multiple listed, you can select all or only select the accounts this user should be able to access.
5. Click User Type to advance to the next screen.
6. Select the desired level of access. See the list above for details.
7. Click Select Applications to advance to the next screen.
8. Select which applications this new user should be able to access. Click Expand All to see the full list and click on certain applications to drill in custom access. For default selections use the Select All or Select None button.
9. Click Special Functions to advance to the next screen.
10. Click Select Reports to advance to the next screen.
11. Click Expand All to see the full list and click on certain applications to drill in custom access.
12. Click Invite User to advance to the next screen.
13. Enter the user's email address. The email domain must be associated with your organization.
14. If you would like to assign a username, check the box next to Assign User ID and enter a unique username. If you do not assign a User ID, the user will use their email address as the username.
15. Click Submit to send the invite.

Track, resend, or revoke the invite

1. Go to Administration > User Administration in the menu on the left.
2. Click over to the Invited Users tab. This is the list of pending invites. Once the invitation has been accepted, the invite disappears from this screen and the user is listed under Registered Users.
3. If the user did not receive the invite or the registration link expired, click Resend to send a new invitation with a new link.
4. If the user has not accepted the invitation and you changed your mind, click Revoke. This action will deactivate the registration link they received in their welcome email.