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      How to Add Users to Your PaymentWorks Account (For Vendors/Payees)

      Summary

      Adding users to your PaymentWorks account allows your organization to securely manage vendor information and ensure multiple team members can access and maintain your profile. All users on a vendor account share the same permissions. 

      This article also includes instructions on how to delete users from your account if access needs to be removed.

      Step-by-Step Instructions

      1. Log In to Your Account

      2. Navigate to User Management

      • Click Accounts in the left-hand navigation menu.
      • Then click Users.

      3. Create a New User

      • Click the Create User button.
      • Fill in the required fields:
        • First Name
        • Last Name
        • Email Address (must not already be associated with an existing PaymentWorks account)
      • Optional fields:
        • Forward messages to email – Allows automatic forwarding of PaymentWorks messages to the user’s email address
        • Phone number

      4. Save Changes

      • Click Save to complete the process.
      • The new user will receive an email with a temporary password to log in.
      • Upon first login, they’ll be prompted to create a new password and set up Multi-Factor Authentication (MFA).

      Best Practices for Managing Users

      • Grant access intentionally: All vendor users have full access to sensitive information like banking details. Ensure only appropriate team members are added.
      • Maintain at least two users: We strongly recommend having more than one active user for continuity in case someone is unavailable or leaves your organization.

      Steps to Delete a User

      1. Log in to your PaymentWorks account
      2. Click Account in the left-hand menu and then User

      3. Find the user you would like to delete

      4. Click the red trashcan icon to the right of the user

      5. A confirmation pop-up will appear:

        Are you sure you wish to remove this User? Removing "User" will permanently revoke their access to the account and application. This action cannot be undone.
      6. Click Delete User to confirm, or Cancel to exit without deleting.

      Note: Deleting a user permanently revokes their access. This action cannot be undone.

      Need Help?

      If you’re experiencing issues adding users or managing access, contact PaymentWorks Support for assistance.