Can I add other users to my company's PaymentWorks account?

Note: This article applies only to payee (vendor/supplier) accounts. It does not apply to PaymentWorks payer customers. Payer customer users must access PaymentWorks using their organization's Single Sign-On (SSO) process and cannot be added using the steps below.

Step-by-Step Instructions

1. From the left navigation menu, click Account.
2. Select Users.
3. Click Create User.
4. Enter the user's:
   • Name
   • Email Address
   • Phone Number (optional, but recommended)
5. Select the Account Superuser role if the user should have full administrative access.
6. Click Save.

The new user will receive an email with a link to sign in to your organization's PaymentWorks account. After they activate their account, both you and the new user will be able to view, edit, and manage your organization's profile and related information based on their assigned permissions.

Important Notes

• Adding users allows your organization to share access to the same PaymentWorks account instead of creating separate accounts.
• Phone numbers are optional but can be helpful for account management.
• Assign the Superuser role only to users who require full administrative privileges.