User Management
The User Management section is used to manage user accounts that have access to the Merchant Portal. It is accessible by navigating to Administration → Users.
By selecting the desired entity in the account tree, the complete list of users available at that level is displayed. Users are created and subsequently assigned to entities. When a user is assigned to a specific entity, they gain access to that entity and to all entities and channels below it in the hierarchy.
Figure 1: Admin – Users overview
Where to find this screen
- In the left navigation menu, select Admin.
- Select Users.
Users List
The Users list displays all users configured for the selected entity. Each row represents a single user account and shows key attributes that define access and permissions.
The user list provides the following information:
- Name – The unique display name of the user.
- Email – The email address associated with the user.
- Type – The user type. Available types are: Send, Motto, Web API, OAuth App, and Automation.
- Role – The role assigned to the user. Available roles include: Administrator, Operator, Call Center, Analysis, Accounting Global, Account Access, and Call Center Restricted.
- Created At – The date and time the user was created.
- State – The current state of the user: New, Active, or Locked.
- Status – The current operational status of the user.
Additional columns can be shown or hidden by clicking the Show / Hide Columns icon in the user list and toggling the desired values. Column headers can be used for sorting, where available.
User Status
The Status and State columns provide a clear indicator of the user’s current access level.
- NEW – The user has been created but has not completed initial access steps.
- ACTIVE – The user can log in and access the portal according to assigned roles.
- LOCKED – The user account is locked and cannot log in.
User Actions
Each user row includes an action menu (three vertical dots) that provides context‑specific actions. Availability of actions depends on user state and permissions.
Figure 2: User actions menu
Common actions include:
- View – Opens the user details in read‑only mode.
- Edit – Opens the user for editing.
- Send 2FA registration email – Sends a two‑factor authentication registration email.
- Send new password – Generates and sends a new password to the user.
- Assignments – Displays the entities to which the user is assigned.
- Remove – Removes the user, where permitted.
Add a New User
To create a new user, click Add in the user list. A dialog appears prompting you to complete the user creation form.
The following fields are required:
- Name – Must be unique.
- Email – Must be unique per entity.
- State – Typically set to New for newly created users.
- Type – Select the appropriate user type.
- Role – Select the appropriate role.
- Entity Assignment – Select the entity or entities to which the user will be assigned. The user gains access to the selected entity and all entities and channels below it.
The following fields are optional:
- Phone
- Mobile Phone
- Description
Click Save to create the user and assign them directly to the selected entities.
Send 2FA Authentication Email
To send a two‑factor authentication registration email, select Send 2FA Registration Email from the action menu of the corresponding user row.
The system sends the 2FA registration email to the email address specified during user creation.
Send New Password
To send a new password to a user, select Send New Password from the action menu.
The system generates a new password and sends it to the email address specified during user creation.
⚠️ Important: When a new password is sent, the user’s state automatically reverts to New.
View User Details
To view user details, select View from the action menu. A dialog opens displaying the full user details in read‑only mode.
View Assignments
To view the entities assigned to a user, select Assignments from the action menu. A dialog opens listing all entities to which the user is currently assigned.
Edit Existing User
To edit a user, select Edit from the action menu. The dialog opens pre‑filled with the user’s current information.
You can update any user details, including assigning the user to additional entities. Click Save to apply the changes.
Remove User
To remove a user, select Remove from the action menu. If a user is still assigned to entities, they cannot be removed.
⚠️ Warning: Removing a user is a permanent operation. Ensure the user no longer requires access before proceeding.
Summary
The Admin → Users section provides centralized user management for the Merchant Portal. It allows administrators to create users, assign access across the entity hierarchy, manage authentication and passwords, and control user lifecycle actions in accordance with assigned permissions and security policies.