User Management

The User Management feature allows system administrators, or those with the appropriate permissions, to add or modify user roles within the PaymentWorks platform. This ensures that users have the correct access levels to perform their tasks efficiently.

Navigating to User Management

From Classic UI:

1. Click on Account.

2. Click on Manage Other Users.

Transitioning to the New PaymentWorks Interface:

1. Click Account in the menu.

2. Select Users.

3. In the User Management section, locate the user in question.

4. In the user’s row, to the far right, click the blue pencil icon to edit.

5. In the pop-up window:

   • Check the boxes next to each role desired.

   • Uncheck the boxes for roles that are no longer needed.

   • Use the Contact For field to indicate what this person should be contacted for. This field is optional but can be useful. Select as many options as applicable.

6. Click Edit User to save the changes.

Deleting a User (This action cannot be undone)

1. In the user’s row, to the far right, click the red trash icon to delete.

2. In the pop-up window, confirm deletion by clicking Delete User.

By following these steps, system administrators can efficiently manage user roles and maintain proper access control within the PaymentWorks platform.

Helpful Notes

Training Resources: View the training video for instructions on user management.

For further assistance, refer to the PaymentWorks Help Center or contact Support.