How to set up a new user (Merchant)

Merchant Account

New User

  1. Go to the Merchant tab and click New User.

  2. Fill out the name and email of the user. You can set a password for the user or uncheck the box to have an email sent to the user to set up a password. 

Billing Permissions

By default, new users do not have any Billing Permissions.

To give them billing permissions, click on the Profile & Billing tab and then click Edit Billing Access to select users' access to billing information and settings. This can only be done after the user has clicked the link in their email to activate their account.

Missing: Edit Billing Access

If the Edit Billing Access button is missing in your profile, it means you do not have enough permissions yourself. You will need to ask the primary account user to perform this action instead.