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User Management Overview
The User Management section is where you control access to your Visa Acceptance Solution for SMB account.
You can add new users, assign roles and permissions, edit user information, and manage user status. Proper user management is essential for security and operational efficiency.
User Management Page Structure
The User Management page has two main tabs:
- Users
- View and manage individual user accounts.
- Roles & Permissions
- View available roles and their associated permissions.
The Users tab displays a table with:
- Date created
- When the user account was created.
- Username
- The user's login username.
- Name
- The user's full name.
- Role
- The assigned role (Admin, Manager, etc.)
- Email
- The user's email address.
- Status
- Active or Inactive.
- Actions
- Three-dot menu for managing the user.
Understanding Roles and Permissions
Common user roles include:
- Owner
- Full access to all features and settings.
- Admin
- Can manage transactions, managing 3rd Party Integration, and view and download reports, limited settings access, viewing & managing Billing and paying Bills.
- Limit
- Basic access to accepting and process transactions, viewing limited reports.
Note: Specific roles and permissions can vary based on your account configuration.
User Verification
After you add a user:
- A verification email is automatically sent to the user's email address.
- The user must click the verification link within 24 hours.
- If they do not verify within 24 hours, you will need to resend the invitation or create a new user.
- The user will set their own password during the verification process.
Disable vs. Delete
- Disable
- Temporarily prevents login but preserves the user account and history. Use this for employees on leave or temporary access removal.
- Delete
- Permanently removes the user account. Use this only when you are certain the user will never need access again. Deleting a user cannot be undone.