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Add users to your merchant account and assign roles that match their responsibilities. This page explains how to choose the right role, invite a new user, and request Owner access when needed.

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Determine which role to use

User roles define what each user can see and do in the merchant dashboard.
Roles marked By request only cannot be assigned directly from the dashboard. Contact your account manager to assign them.

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Add a new user

Follow these steps to add a new user:
1

In your merchant dashboard, go to the Team tab and click Add users.

2

Enter the user's email address.

The user will receive an invitation email at this address with instructions on how to activate their account.
3

Select a role for the user.

Refer to the section above for information about user roles.
The Owner, Submitter, Approver, and Accounts Payable roles can only be assigned by contacting your account manager. To create a user with one of these roles, first create the user with the View role, then contact your account manager and provide the user’s email address.
4

Enter your 2FA code and click Add.

The user will receive an email with their login and temporary password. For instructions on initial account setup, refer to Log in and configure 2FA.

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FAQ

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How do I add a user with the Owner, Submitter, Approver, or Accounts Payable role?

First, create a new user with the View role. Then, contact your account manager to assign the role to this user. For the Owner role, you will be asked to complete a special authorization form before the role is granted.

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Why can’t a Restricted user access the merchant dashboard?

Users with the Restricted role do not have access to the merchant dashboard and are logged out immediately after entering their credentials. Users with the Restricted role only have access to the help center.
Last modified on July 14, 2026