Edit the Role, Access Settings, and Account Affiliation of Existing Users

Before you begin: To create and manage users, you must be assigned the role of Administrator. If your organization does not yet have an Administrator, the first Administrator must be created by Customer Care. To designate an Administrator user, contact Customer Care at 800-337-3630 (option 3) or moc.htlaehelgnatcerobfsctd-762730@erac 

  1. Click your username in the top right corner, and then select User Management.
  2. Locate the user profile that you want to edit, and then click Edit.
  3. Modify the settings under Roles, Access Settings, and Merchant Accounts as needed.
  4. Click Save.

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