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

Managing users

Creating new users


You can create new users by following the steps below or by watching this video tutorial.

  1. Select Administration > Users.

  2. Click Add New User.

  3. Complete the following fields:

    • Full name

    • Email address

      Creating accounts with fake domains (example: Yopmail, Getnada, Guerrillamail) on the production environment is banned. The existing accounts created using fake domains on production have been disabled. If a user is created using these domains the error message This email domain is not supported. Please try another address. will be displayed.

    • Organization

    • Access rights - determine the level of access needed for transaction tasks. See the Roles and permissions section for more details.

The new user will receive an email inviting them to set up a password to activate their account.

Deleting a user


You can delete a user by following the steps below or by watching the short video tutorial. Before deleting a user, you need to disable them first, as only disabled users can be deleted.

  1. Select Administration > Users.

  2. Select the needed user from the user list.

  3. Click on Delete user.

  4. A confirmation message will be displayed. Select a reason for the deletion and click on Delete user. If you don't want to delete the user select the Keep user button.

  5. Deleted users will still be visible in the user list, with the status Deleted.

Last updated

Was this helpful?