Creating a user

This action is performed by a user authorized to manage user accounts. To know more about granting this permission, contact the E-Banking Merchant Support Service.

To create a user:

1. Click the Creating a user button in the Users tab (menu Settings > Company).

   The Creating a user button can also be accessed by right-clicking an existing user.

   The creation page appears.

   
2. Populate the mandatory fields marked with an asterisk:
   • Title
   • First name
   • Last name
   • Timezone selected from the list

     The information exchanged from your account is based on the time zone selected.

   • E-mail

     Enter a valid e-mail address. The username and its temporary password are sent to this address.

3. Populate the other fields:
   • Username

     The username is associated with a password.

     By default, after a user is created, the username is generated automatically.

     However, you can choose the username yourself. If the Creating a user button remains grayed out, the username already exists. In this case, you must choose another one or let the system generate one automatically.

   • Language

     The payment gateway uses the language selected for sending messages (e-mail or SMS).

   • Phone number(s)

     It is recommended to enter a cell phone number as the security code of your company is sent to this number. The user needs it for their first login.

4. Check the box Read only if you would like to revoke a modification right from a user.

   When this box is selected, the users can only view the details of the companies or shops to which they have access.

    

   Even in read-only mode, a user must have at least one permission within a shop (e.g., the right to view transactions). See: Associating/dissociating access rights with a shop

   If you wish to not grant any permissions to a user, it is recommended that you change their account status to Disabled after creating it. See: Disabling a user account.

5. Click Create.

   The user receives the connection identifiers (username + temporary password) by e-mail. For their first login to the Merchant Back Office, the user will also need the company security code.

   You can send this code using 3 methods:

   • Via an automatic and free SMS: if you entered the user’s cell phone number when creating the user account. In case it was sent successfully, the confirmation message appears:

     The user xxxxx has been successfully created. The security code XXXXX of your company has been sent by SMS at +XXXXXXXXXXX.

   • Via a manual and free SMS: if you did not enter the user’s cell phone number when you created the user account, you can still Send them the security code by SMS by clicking the corresponding button. Enter the cell phone number in the input window, then click on Send the security code.
     
     
   • Via your own channel: if you did not enter the user’s cell phone number when you created the user account, copy the security code from the clipboard by clicking the corresponding button, then paste it to the desired channel to send it.
     

     It is recommended to save the phone number to make it easier to retrieve the user password in case the account is lost or locked.