Overview
This article explains how to invite and manage users in the Merchant Portal. It walks partners through the user invitation process, account activation, and the configuration of user-specific permissions, ensuring each user has the appropriate level of access.
Prerequisites
- Admin access to Merchant Central
- An active gateway connection with synced merchant data
Inviting Merchant Users from the Portal
To invite additional merchant users directly through the Merchant Portal, follow the steps below.
- From the merchant’s Home tab, click the briefcase icon next to the MID.
- Use the dialog to invite users by entering their email address.
This screen also displays pending invitations and existing users. From here, you can resend invitations and review user details such as name, username, and phone number.
Default permissions are applied automatically. Only users with permission to manage users can grant that same permission to others.
To add a user through Merchant Central administration, follow the steps in our guide on Creating Users. After creation, the user must be moved to an Active status before being assigned to a merchant.
Managing Individual User Permissions
Once users are set up, their permissions can be customized to align with their specific roles and responsibilities.
From the Users tab in the Merchant Portal
- Navigate to Manage → Users.
- Click the gear icon next to a user to open the permissions menu.
- Add or remove permissions as required. Permissions that are not supported by the connected gateway will appear disabled.
From Manage → User Accounts
- Search for and select a user to open their account settings.
- Scroll down to the Merchant Access Permissions section.
- Click the gear icon to adjust gateway permissions.
- Save your changes. Updates take effect immediately.
Gateway permissions can only be managed for user accounts that have a gateway assigned.