User Accounts & Groups

• Controlling Access with User Class Permissions
• Using Groups to Segment Access to Leads, Merchants, and More
• Manage User Accounts (v2)
• Sending New User Invitations
• Custom User Fields
• Restricting User Access by IP Address
• Restricting User Access by Working Hours
• Setup Wizard
• Setting Up SSO
• Enable Two-Factor Authentication (2FA) User Requirement with SMS
• Changing Usernames and Passwords
• User Settings and Notifications
• Create a User
• Custom Styles
• Key Contacts