How do I add users?

Organisation Administrators (users with the OrgAdmin role) are able to add additional users on the Enterprise Payments Platform. This can be done using the “Invite User” feature located on the Users page. This functionality enables you to monitor sent invitations, track the status of invited users, and even reissue invitations if needed.

You will only be able to invite another user if you are an Organisation Administrator (you have the OrgAdmin role).

To add additional users, you will need to send each of them an invitation.

Expand the Organisation menu and select User:

In the Invite users field, type in the email address of the new user, and select their role from the drop-down menu:

If you have multiple users that you want to invite, you can add more than one email address in the field. Please note that the selected roles will be assigned to all the listed email addresses:

When you click on the invite button the invitations will be sent and the list of invited users will be displayed as follows:

From here you can resend the invitation if necessary, or remove the invitation from the list:

Invited user(s) will receive an email informing them of the invitation:

When clicking the Invitation link the invited user(s) will be redirected to this page where they need to click on Sign Up:

The invited user(s) need to register themselves by providing all the information requested below. The email address they provide must match the one you sent the  invitation to:

Once the invited user(s) have registered, they will need to verify their email address:

Once the email address is verified, the invited user(s) will be able to log onto the Enterprise Payments Platform.