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How can I set or change employee permissions?
How can I set or change employee permissions?
Add New Employee Users - Set Permissions - User Roles
Updated over a week ago

You can set employee users to your account or change their permissions by assigning them different roles.


To do so:

1. Log in to your primary account.

2. Click on Settings in the left navigation

3. Select Users from the sub-menu to display the Users page

4. Click on the Add user button to Add new employee users:

5. In the pop up window,

fill in the employee's:

  • First and Last name

  • Mobile phone number

  • email address

  • Date of Birth

  • City of Birth

Select

  • the Country of Residence

  • the User roles

  • Country of Birth

The available options are:


View balance
Allow PayOut
Allow refunds
Make sales
Manage account
Wallet money out
Manage Employee Cards

and the payment sources this employee has access to from the Show/ Manage transactions from

6. Confirm that the data entered is complete and correct and click on the Create button.

To access and adjust the roles for an employee:

  1. Click on the Edit button against the required user.
    The Edit User dialog box is displayed:

2. In the User Roles field, delete any roles that are no longer applicable, then from the dropdown, choose new or amended permissions one at a time for the user.

3. Click on the Update button to save the changes.

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