Add merchant portal users

In This Article

• Default user roles
• How to add a new user

User roles

There is no limit to the number of users you can add. For security reasons, it is best to give each person their own username instead of leveraging shared logins.

When you create a user, you must assign a role. Think about their responsibilities and what they need to do in the portal. Do they need to access this information to do their job? Is view only access sufficient or do you need them to be able to make changes? Granting access is helpful, but could also render your business vulnerable. The information in the merchant portal contains sensitive information, so you may find it best to limit full access to owners and upper management.

Below is a list of user role options:

• Merchant Full Access can add, view, update, and delete. This role can also add and manage users. 
• Merchant View Only can access all areas in view only mode.

How to add a new user

The signer is the only person that automatically receives a full access Merchant Portal Login. A full access user must log into the merchant account and create a new user.

1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
2. Click on Merchant Portal.
3. A new window will open with the login page for your merchant account. Enter the username and password for your merchant portal login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
4. Click Log In.
5. Go to Users in the left sidebar.
6. Click Add User in the upper right corner.
7. Select whether this user's role should be full access or view only.
8. Create a unique username.
9. Select Yes from the Multifactor Authentication Enabled dropdown menu.
10. Create a unique, secure password. For better security, we recommend a password that is at least 8 characters that contains at least 1 uppercase, 1 lowercase, 1 number, and 1 symbol.
11. Enter the user's full name (first and last).
12. Enter the user's email address.
13. Click Add User.

Once the user has been created, you will need to send them their new login credentials. The portal does not send a welcome email to new users.