Adding users and choosing what they can see

Every user on a merchant account is either an Admin or Staff.

• Admin can reach every area of the account and is the only role that can add users and change what Staff can see.
• Staff can only reach the areas an Admin has granted to the Staff role. A new account starts with none granted, so nothing is visible to Staff until an Admin opts them in.

To invite someone

1. Choose Users in the top menu, then Invite user.
2. Enter their name and email and choose their role.
3. A temporary password is created and emailed to them. If the email cannot be delivered, the temporary password is shown on screen so you can pass it on yourself. They can change it from Change password once signed in.

To change what Staff can see

Open User roles from the Users page and tick the areas Staff should have, such as Transactions, Customers, Invoices, Scheduled payments and Support.

On the Users page you can also change a user's role, Disable or Re-enable them, and Reset password. Disabling a user stops them signing in without deleting their history.

The account owner

The first Admin created for the account is its owner, shown with an Owner badge on the Users page. The owner cannot be disabled and cannot be moved to another role, and the Users page does not offer those buttons for the owner. Only the owner or a PayMidWare employee can change the email or reset the password of the owner, so other Admins do not see those buttons either. There is always one owner. To hand ownership to another Admin, contact PayMidWare support: only a PayMidWare employee can transfer it, and the previous owner stays on the account as an ordinary Admin.