How do I invite and manage users on the platform?

Invite and manage your team from the Users screen, under Settings.

 The first user to PaymentSource for Vendors is automatically assigned an Admin role. Only admin users can view and edit anything under Settings section. The page is hidden for Basic and Advanced users. 

Admins, therefore, must invite other users and assign them roles.

Use the search bar above the table to filter the users by name or email. Underneath the search bar, use the drop-down boxes to filter by a user’s account status or by their user type. 

The More Filters button to the right of the drop-down boxes lets you:

• Filter users by a time period of activity.
• Sort users by a table column.
• Sort the table in ascending or descending order.

Inviting Users

To invite a new user in Settings > User:

1. Click the Invite User button in the top right corner.
   
2. Type user information into the fields:
   1. Once completed, click Invite.
3. An email with a link to join the company account will be sent to them, and their status within the Users table will show as Invited.

You have the option to resend an invitation, if needed:

1. Hover over a user account and click the pencil icon at the end of their row.
   
2. Click the Resend Invite button.

User Roles

If an Admin needs to change their user role or status, they will need to contact Client Support.

Users can be assigned the following roles: