HiPay Console - Manage users

Users allow members of your organization to access HiPay Console, where they can view and manage different parts of your HiPay account. You can control a user's permissions by assigning roles and specifying which merchant accounts they can access.

When you create an account, you get an administrator login to log in to HiPay Console. The administrator user has the most common roles and access to all linked merchant accounts. As an administrator user, you can then create new users for other people in your organization. 

We recommend that users enable two-factor authentication for their account.

On this page you will find out how to :

• Check the roles of your own user.
• Create users.
• Change user permissions .
• Deactivate users.
• Get an overview of all users .

Create an user 

In order to create users, you must have one of the following roles:

• Administrator 
• Administrator without refund

To create a user :

1. Log in to HiPay Console , and go to Menu > Users . This opens the user list with all users linked to your merchant account(s).
2. Click on "Create".
3. You need to fill in the user's information, enter their name and e-mail address. Use a unique e-mail address for each user and indicate the department (Example: Marketing). You can fill in other information :

• The name of a company (Optional)
• Phone number
• Access to sensitive information (RGPD)
• Language
• Currency
• Timezone

Click on Validate and continue .

1. For the association of merchant accounts, you can choose which accounts the user will be able to access. To do this, a search bar is at your disposal. Type in the first 3 letters of the account you wish to associate with your user. Remember that you can only give access to merchant accounts and business accounts that your own user already has. For example, if you give access to an account group that contains merchant accounts A, B and C, but you only have access to A and B, the new user will also only have access to A and B. Click on Validate and continue.
2. For the roles, select an available role from the list. For each role, you will find an inventory of the rights assigned to it. If no role is suitable for your needs, you can select the Custom role and select the necessary rights. Click on Validate and continue.
3. On the Summary page, you can view and edit the details, accounts and roles you have assigned to the new user.
4. Click on Create user account .

The new user receives an email with a link to verify their email address and set up a password for their HiPay Console account

This new user verification link is only valid for 7 days. If the link expires, you will need to contact your account manager so that he/she can email the verification back to you.

Send a password reset email

If the user has forgotten their password, you must send them a password reset email:

1. Log in to your HiPay Console.
2. Log in to HiPay Console , and go to Menu > Users . This opens the user list with all users linked to your merchant account(s).
3. Click on the user to access their details page
4. At the top left of its page, you will find the "Nut" icon; click on it to display the Reset Password option.
5. A confirmation pop-up appears to confirm that the password reset email has been sent to the user. 

The user receives an email with a link to create a password for their HiPay Console account

This password reset link is only valid for 24 hours.

View and edit user information

After creating a user, you may wish to change their information, role or account access. 

To change user permissions, you must have one of the following roles:

• Administrator 
• Administrator without refund

Remember that you can only assign roles or give access to accounts that your own user already has.

To change a user's information :

1. Log in to HiPay Console , and go to Menu > Users.
2. Select the user from the list of users. This opens the user's details page.
3. Click on the user to access their details page so that you can make your changes. To do this, simply click on the Edit button to access the change.
4. When finished, click Save Changes.

Blocking an existing user

If you want to block a user, for example because they have left your company.

In order to block users, you must have one of the following roles:

• Administrator 
• Administrator without refund

To block an existing user :

1. Log in to HiPay Console , and go to Menu > Users .
2. Select the user from the list of users. This opens the user's details page. You cannot deactivate the user you are logged in with.
3. At the top right, click on the Nut icon to display the Disable User option. Clicking on the option will display a confirmation pop-up, click on Commit Changes.
4. This user can no longer access HiPay Console . If you need to restore the user's access, select Reactivate User on the user details page.