Invite Members to Merchant account

The Invite Members feature allows you to add new users to the Merchant account. Each invitation includes Role with a defined scope of Permissions, helping you maintain secure and controlled access from the very first login.

Create an Invite

Go to Merchants and choose the Merchant account that was previously created on the grid.
Go to the Merchant portal tab of the specific Merchant account. The system redirects you to the General tab of the Merchant portal page.
Go to the Members tab.
Click the Invite New members button at the top right corner of the page. The system opens the corresponding modal.
Enter the Email of the person you want to send the invite to and select their Role from the dropdown list.

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Assigning a Role is a required step as it defines the access scope and restrictions.

You can invite one or multiple Members. Click Invite one more member, and choose the Role for each additional Member.

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You can invite up to five Members at a time. If you need to invite more people, just repeat the flow.

You can also click Invite yourself, in case you need to perform an administrative support in the given Merchant account.
The Email field becomes pre-filled with your current email. Then, select the Role from the dropdown list.

To Revoke or Resend the invite, go to the the list of the Invited members and click the respective buttons. The invite expires in 72 hours.