User Management

Overview

Portal users with an "Admin" role have the ability to add new team members to their instance. To see a listing of existing users, click on the "Users" link in the left navigation.

Invite a New User

To invite a new user, select the "Invite User" button in the top right-hand corner of the "Users" page:

On the "Invite User" screen, enter the user's First Name, Last Name, Email and Role Type and click "Submit".

Feature	Admin	Finance	Support	Viewer
View transfers	✅	✅	✅	✅
View senders	✅	✅	✅	✅
Export CSV (if enabled)	✅	✅	✅	✅
Create Support Tickets	✅	❌	✅	❌
View Support Tickets	✅	❌	✅	❌
Manage Support Tickets	✅	❌	✅	❌
View Activity Log	✅	✅	❌	❌
Manage users	✅	❌	❌	❌
Invite new users	✅	❌	❌	❌
Change user roles	✅	❌	❌	❌
Reset user MFA	✅	❌	❌	❌
Deactivate users	✅	❌	❌	❌

Role summaries:

Admin — Full access, including user management and the Activity Log.
Finance — Can view transfers, senders, and the Activity Log, and export CSV. Cannot manage users.
Support — Can create, view, and manage support tickets. Can view transfers and senders.
Viewer — Read-only access to transfers and senders only.

Reset multi-factor authentication

To reset an existing users multi-factor authentication (in case there are any issues when they originally set it up), select the "Reset multi-factor authentication" option in the actions dropdown on the user's record in the listing:

Edit User Role

To edit the role for an existing user, select the "Change Role" option in the actions dropdown on the user's record in the listing:

The ability to change a user's role will be available to admins:

Admins can update "viewers" to "admins"
Admins can update "admins" to "viewers"

Deactivate Users

To deactivate an existing user, select the "Deactivate user" option in the actions dropdown on the user's record in the listing:

Updated 5 days ago

What’s Next