Users

Users

To access this section, go to the “Collaborators” menu option. Here, you can see a list of users who have access to your merchant account, filter them, and create new ones.

By default, you will see the following information in the list:

• Status

• Username

• Role

• Email

• Last access

• Environments

• Actions

User statuses

The following user states are used:

• Registered

• Active

• Inactive

Filtering Users

You can filter the user list based on the following criteria:

• Email

• Role

• Status

Create user

To register a user, click the “Add new user” button and complete the following information:

• Name

• Last name

• Email

• Type

• Environment

Other actions

You can also perform other actions on created users, such as resending the invitation email, activating or deactivating accounts, editing, and deleting users. Use the buttons under the “Actions” column in the list.

Roles

To access this section, go to the "Roles" menu option. Here, you can view and manage the different roles you can assign to collaborators on your merchant account.

By default, there are 5 roles registered: Administrator, Developer, Financial, Payment administrator and Call center.

Register role

To register a new role, click on the "New Role" button, select the permissions the role will have access to, and enter the following information:

• Name

• Description

INFORMATION

Once the new role is registered, it can be assigned to users during their creation or editing.

Other actions

You can also perform other actions on the created users, such as editing and deleting. To do this, use the buttons located under the "Actions" column in the list.

IMPORTANT

Only custom roles can be edited and deleted.