Easy Pay Direct: User Set Up Guide

Only the principal on the account may add a user to the Dashboard.

However, they can assign a sub-user with authorization to create and manage additional users.

It is recommended to create Roles first, which will include assigning permission levels. Then when the new user is created they can be assigned to a role that matches the preferred access permissions.

To create a Role for your users

• Click on Users (left side of the screen)
• Click on Options (on the top right of the screen)
• Click Roles
• Click +Role (on the top right of the screen)
• Fill in the appropriate fields
• Click the drop-down arrow in the Default Page section and Select Fraud Analysis
• Click Submit

To add a User to the Dashboard

• Click on Users (left side of the screen)
• Click on Options (on the top right of the screen)
• Click + New User
• Fill in the appropriate fields
• For Roles, select Merchant (unless you have created a new Role profile)
• Please select the appropriate Entities you would like the user to access.
• Note: The user will not be able to see any content in the portal without the Entities set!