On This Page
FILTER BY TAG

Create Users

Before you begin creating users, verify that you have created roles for your organization. When creating a user account, you must assign an existing role to the user account. For more information, see Create Roles.
User
 accounts are for accessing and performing tasks in the
Business Center
. Each member in your organization should have their own unique user account. Users must be assigned to a
merchant ID
 (MID) or
transacting MID
, which determines the data that the user can access. A user must also be assigned a role that determines which features and security the user can access.
Follow these steps to create user accounts in your partner portfolio:
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Account Management > Users
    .
    The Users page appears.
  3. Click
    Create user
    .
    The Create User page appears.
  4. Enter the user's basic information in these fields:
    • First Name
    • Last Name
    • User Name
      You cannot change the user name after it is created.
    • Merchant ID
    • Role
    • Group
      You can assign a user to a group if your portfolio has a merchant group configured. For more information about creating a group, see Create Merchant Groups.
      A user cannot be removed from a group after the user is created. If you want to remove a user, delete the user and then recreate the user without assigning a group.
  5. Enter recovery information in this field:
    • Email Address
  6. Click
    Save
    .
RELATED TO THIS PAGE