User accounts allow members of your company to access HiPay Console where they can view and manage different parts of your HiPay account. You can control users’ privileges by assigning them a role and specifying which merchant account(s) they can access.
The Administrator has the most common privileges and has access to all linked merchant accounts. As an Administrator, you can create new user accounts for other members of your company.
For security reasons, users must enable two-factor authentication for their account.
Creating a user account
To create user accounts, you must have the Administrator or Administrator without refunds role.
- Sign in to HiPay Console and go to Menu > User to display the list of users linked to your merchant account(s).
- Click on “NEW”.
- Fill in the user’s personal information (first name, last name, email address, etc.) and configure settings. Use a unique email address for each user and select the department (e.g.: Marketing). Some fields are optional (company, phone, GDPR access, etc.). Click on “Validate and continue”.
- Select the merchant account(s) the user will be able to access by typing in the search bar the first three letters of each account. Please note: you can only give access to merchant accounts and Businesses that you have access to. Click on “Validate and continue”.
- Select a role from the drop-down menu. For each role, you will see a list of the privileges assigned to it. If none of the roles suits you, select “Custom” and check the privileges you need. Click on “Validate and continue”.
- On the Summary page, you can modify the submitted information, merchant account(s) and role assigned to the user.
- Click on “Create the user account”.
The new user receives an email with a link to activate their account and set up their password so that they can sign in to HiPay Console. This link is valid for seven days. If it has expired, contact your Account Manager so that they can send another email to activate the user account.
Sending a password reset email
If the user has forgotten their password, you must send them a password reset email:
- Sign in to HiPay Console and go to Menu > User to display the list of users linked to your merchant account(s).
- Click on the user to access their detailed information.
- At the top right, click on the
settings icon, then on the “Reset password” option.
- A window prompts you to confirm that you want to reset the password. Click on “OK”.
The user receives an email with a link to reset their HiPay Console password. This link is valid for 24 hours.
Viewing and editing user information
To edit a user’s profile and privileges, you must have the Administrator or Administrator without refunds role.
Please note: you can only assign privileges or give access to merchant accounts and Businesses that you have access to.
- Sign in to HiPay Console and go to Menu > User to display the list of users linked to your merchant account(s).
- Select the user to display their detailed information.
- Click on “Modify”.
- When finished editing, click on “Save modifications”.
Deactivating a user account
To deactivate a user account, you must have the Administrator or Administrator without refunds role.
- Sign in to HiPay Console and go to Menu > User to display the list of users linked to your merchant account(s).
- Select the user to display their detailed information. You cannot deactivate the user account you are signed in with.
- At the top right, click on the
settings icon, then on the “Deactivate user” option. A window appears. Click on “Validate modifications”.
- The user can no longer access HiPay Console. If you need to restore their access, follow the same steps and click on “Activate user”.
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