Users
  • 07 Oct 2022
  • 2 Minutes to read
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Users

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Article summary

The Users section allows you to add, edit and remove users from PayThem. These users are global users and can access every company you have connected to PayThem.

Administrators Only!
You need to be an administrator to access Settings. If you are not an administrator then this section will not be available to you.

How to get to Users

Users can be found under the Settings cog icon in the bottom left-hand corner of the menu. Click on the icon and when the menu appears click on Users.

Add a User

To add a user following these steps.

  1. Go to Settings > Users (see above).
  2. Click Add User in the bottom left-hand corner.
  3. Enter the Name and the Email address of the user you want to add.
  4. Select the Role they should be, either an a Administrator or a Standard user (see below for the differences between the user types).
  5. Click the Add button.
  6. You will return back to the user list and a notification bar should appear stating the user has been created.
  7. The user should receive an email asking them to accept the invitation to join as a PayThem user.

Create New User

Edit a User

To edit a user follow these steps.

  1. Go to Settings > Users (see above).
  2. From the user list, click on the edit button to far right of the user's name.
  3. User Edit

  4. You can edit the Name of the user but you cannot change the email address.
  5. You can change the Role of the user to either Administrator or Standard.
  6. Once you are happy with your changes, click Save.
  7. You will return back to the user list and a notification bar should appear stating the user has been updated.

Remove a User

To remove a user follow these steps.

  1. Go to Settings > Users (see above).
  2. From the user list, click on the delete icon to the far right of the user's name you want to remove.
  3. User Edit

  4. The Remove User confirmation dialog appears. Click Remove to permanently remove the user.

  5. You will return back to the user list and a notification bar should appear stating the user has been removed.

Difference Between User Types

Administrator UserStandard User
View payment requests and transactionsView payment requests and transactions
View all customer accountsView all customer accounts
View all customer accountsView all customer account
View banks linked to PayThemView banks linked to PayThem
View payment plans, settlements and late paymentsView payment plans, settlements and late payments
Can add or configure company settingsCannot add or configure company settings
Can configure payment settingsCannot configure payment settings
Can add, edit or remove usersCannot add, edit or remove users

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