Account Login & Updates
      Back to home
      1. Help Center
      2. Payee Knowledge Base
      3. Account Login & Updates

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

      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

      1. Log In to Your Account

      2. Navigate to User Management

        • Click on the monogram link in the top-right corner of the screen.
        • Click on "Personal Settings".
        • Select “Manage Other Users” from the side navigation panel.

      3. Create a New User

        • Click the “Create User” button.
        • Fill out the required (*) fields:
          • User’s Name (First and Last).
          • User’s Email Address (The new user must be added with an email address that is not already associated with an existing PaymentWorks account.).
          • User Role/Permissions (e.g., Admin or Standard User).

      4. 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.

      Steps for Deleting User in Your PaymentWorks Account


      1. Log In to Your Account

      2. Navigate to User Management

        • Click on the monogram link in the top-right corner of the screen.
        • Click on "Personal Settings".
        • Select “Manage Other Users” from the side navigation panel.

      3. Locate User which you want to delete

        • Click the "X" button next to user you want to delete.
        • You will see message confirming you want to delete, click continue to complete the deletion of the user.

       


      Need Assistance?

      If you encounter issues adding users or managing permissions, contact PaymentWorks Support for assistance.