Adding Additional Partner Portal Users

The Partner Portal allows you to add multiple users, and set permissions for each. There are three access level types:

• Admin: Full access and editing ability
  
  • Can accept Merchant Terms and Agreement on the first log-in
  • Can add/manage users on the account
  • Can add/edit banking information
• Editor: Partial access and editing ability
  • Cannot accept Merchant Terms and Agreement
  • Cannot manage users on the account
  • Cannot add/update banking information
  • Can edit menu and store details
• Viewer: View-only access

To add new users to your Partner Portal, follow these steps:

1. Navigate down to 'Settings' on the left-hand side of the portal.
2. Click on the Users tab.
3. Click on the 'Add New User' button. A panel will open up on the right side.
4. Enter the new user's email address, and select their permission level (Admin, Editor, or Viewer).
5. Click on the 'Add User' button. An email invitation will be sent, similar to how you received yours.