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Creating a User

Create a new user in the Store Portal.

Use this when you need to add a new user to the Store Portal.

This page covers how to create a new Store Portal user, set their password, and configure their access.

Create a new user

1

Open User Manager

Select Account Admin from the main sign-in page, then select User Manager. The User Search/Maintenance window opens.

Initially, the table contains the default Administrator user. Do not use this account for daily transactions.

2

Select New

Select New to open the Create New User window.

3

Enter the user's details

Complete the user details:

  • User ID — Enter a username of up to eight characters. This field is not case-sensitive.

  • Full Name — Enter the user's first and last name. This field is not case-sensitive.

  • Password — Enter a password, or select Generate to create one. Record the password securely for the user.

  • (Re-Key) Password — Re-enter a manually created password.

Passwords are case-sensitive. A manually created password must include:

  • At least eight characters

  • At least three uppercase letters and three lowercase letters

  • At least two digits

4

Configure the user's access

  • Enable Debit — Select this option to allow debit card transactions.

  • Role — Select the required access level. Only Administrator is available by default.

  • Select Payment Types — Choose the payment types available to the user.

  • Select Transaction Types — Choose the transaction types available to the user.

If the required role does not exist, save the user first. Create the role, then update the user's role. The role determines the level shown in User Search/Maintenance.

5

Save the user

Select Save. PAYware Connect creates the user and returns to User Search/Maintenance.

Keywords

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

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