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    How to add a User to a location in Paya Connect

    Product

    Paya Connect

    Description

    Adding a user will require four (4) steps this article will cover setting up the user, defining the user's role and preferences, and having the user create or reset their password.

    Resolution

    Adding a User

    1. Click on Location on the left-hand sidebar menu
    2. Click on the Location 
    3. Click on the Settings tab to the right side of the Location's Detail page and select Users from the drop-down.

    4. Click on the Add User button in the upper right-hand corner of the screen.

    5.  Select Add New User or Add Existing User:
      1.  Add New User will be used for a new unique user that has not been added to the merchant's organization before.  Follow the steps below to complete this process:
        1. Fill out the form with at this the following suggested fields completed.  The other fields are available for the merchant's convenience.
          - Username: the recommended format is first initial and last name (i.e., Arthur Nudge = anudge), but the format is flexible and can be set up in any format. (Emails are acceptable as well.)
          - First Name
          - Last Name
          - Email: This is required as this allows users with the ability to reset their password.  
          - Select whether the user will be a Location User or Location Admin (Location Admins will have all privileges. while Location User will have their roles set by the Location Admin.)
          - Time Zone: set the appropriate time zone for the user's location.  
        2. Click on the Save User button.
      2. Add Existing User will be used for an existing username that is assigned to another location.  This option will grant that user access to this location.  Please note: To be able to add an existing user, they will need to be able to be viewed from another assigned location.
      3. Click on the Save User button   


    Setting up User Roles

    1. Once the user is created, the merchant will see a message that says "This user has no roles assigned!"
    2. Click on the Roles tab

    3. Choose the appropriate roles for this users (View more information on the available Roles).  Please note that if you are adding a Location Admin, your user's roll options will be limited to "All Privileges" which will include all role options.  


    Setting up User Preferences

    1. Once the user roles have been selected, the merchant will want to set the user's preferences for email notifications.  
    2. Click on the Preferences tab

    3. Select the notifications that the user should receive.

    4. We recommend that all options be selected for the initial preferences except Email All Card Transactions and  Email All ACH transactions.


    Create or Reset a User's Password

    Please refer to the article about creating or reset user passwords


    If you have questions or require additional information, please contact usand we will be in touch with you shortly.

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