Merchant Portal User Management

View direct Users for a merchant account

Navigate to a specific merchant account's Settings > Users to review users that have direct access to that account, or access that is assigned specifically to this merchant account.

Note that users who have access to any associated, higher level accounts will not appear on this list. These users automatically granted access to the lower level accounts through merchant account inheritance. Navigate to the higher level account to view and manage these users.

Organization Owner

Users with Organization Owner access can manage users for their merchant account(s) directly from the Skipify merchant portal, through the top panel Admin section.

Manage Users

The Organization Owner access role can complete the below actions to manage users:

• Add users to their organization. A email is sent to the user's email upon account creation, requesting password reset (expires in 5 non-business days).
• Assign roles to control user(s) permissions
• Grant access to any merchants that the Organization Owner has access to
• Edit, Send password reset email or Delete users

Finding and Filtering Users

Organziation Owner can locate specific users in two ways:

• Use the text search to find users by email or name
• Use the built-in Filters panel to filter by roles, merchant access, and other criteria

Roles & permissions

User roles & permissions can be reviewed from the merchant portal

Audit Logs

The merchant portal includes built-in audit logs for your organization, enabling Organization Owner(s) to review all user-related activities.