For the complete documentation index, see llms.txt. This page is also available as Markdown.
Support

Creating a User

Create a new user for your company's employees in the Reseller Portal.

Use this when you need to create a user ID for one of your company's employees.

This page covers how to create a new user ID for your company's employees in the Reseller Portal.

Create a new user

1

Open My Users

Go to Account Admin → User Manager → My Users. Review existing users in User Search/Maintenance — users are sorted alphabetically by User ID.

2

Select New

Click New to open Create New User.

3

Enter the user's details

Complete the fields in Create New User:

  • User ID — Enter the user ID. Merchant user IDs support up to eight characters. This field ignores case.

  • Full Name — Enter the employee's first and last name. This field ignores case.

  • Password — Enter a password or click Generate to create one. Passwords are case-sensitive.

  • (Re-Key) Password — Re-enter the password.

  • Role — Select the user's access level. Only Administrator is available until you create more roles. You can assign another role later.

  • Agent Console Access Role — Select the user's agent console access.

  • Merchant Console Access Role — Select the user's merchant console access.

4

Follow the password policy

If you create a password, it must:

  • Include at least eight characters.

  • Include at least three uppercase letters.

  • Include at least three lowercase letters.

  • Include at least two digits.

  • Avoid repeated characters with the same case or numeric value.

  • Avoid three sequential letters with the same case.

  • Avoid three sequential digits.

  • Differ from the previous six passwords.

Passwords expire after 90 days. A warning appears 10 days before expiration. Confirm every password-policy indicator shows a green check.

5

Save the user

Click Save. The new user appears in User Search/Maintenance.

Keywords

Also called: add user, new user, create account, add employee. Search terms: user manager, create new user, account admin, My Users.

Was this helpful?