Adding additional users to your PaymentWorks account allows your organization to securely manage vendor registrations, update information, and ensure multiple team members have access when needed. Follow the steps below to add users to your account.
Steps to Add Users to Your PaymentWorks Account
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Log In to Your Account
- Go to the PaymentWorks Login Page and sign in using your credentials.
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Navigate to User Management
- Click on the “Account” link in the top-right corner of the screen.
- Select “Manage Users” from the drop-down menu or side navigation panel.
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Add a New User
- Click the “Add User” button.
- Fill out the following required fields:
- User’s Name (First and Last).
- User’s Email Address (must be unique).
- User Role/Permissions (e.g., Admin or Standard User).
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Save Changes
- Click “Save” to finalize the addition of the new user.
- The new user will receive an email invitation to set up their PaymentWorks login and access your account.
Best Practices for Managing Users
- Assign Roles Thoughtfully: Ensure users added to the PaymentWorks account appropriately manage your business information. Users of the PaymentWorks accounts can add/edit banking details, so please consider users carefully.
- Maintain at Least Two Users: Having more than one user ensures continuity if the primary user is unavailable.
- Keep User Details Updated: Remove users who no longer need access to maintain account security.
Need Assistance?
If you encounter issues adding users or managing permissions, contact PaymentWorks Support for assistance.