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.
Step-by-Step Instructions
1. Log In to Your Account
- Go to the PaymentWorks Login Page and sign in using your credentials.
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)
- First Name
- Optional fields:
- Forward messages to email – Allows automatic forwarding of PaymentWorks messages to the user’s email address
-
- Phone number
- 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.
Deleting User in Your PaymentWorks Account
Users cannot be deleted from your PaymentWorks account at this time.
This limitation prevents data integrity issues, especially if a user has submitted vendor information or profile updates.
If you need to restrict access for a former employee:
- Consider deactivating the user’s email address through your internal systems to prevent further access.
Future enhancements may support account deactivation—stay tuned for updates.
Need Assistance?
If you encounter issues adding users or managing permissions, contact PaymentWorks Support for assistance.