Creating & Managing Users in the Virtual Card Portal

Create, manage and delete users in your business's Virtual Card Portal.

User management can be found in Customer Management > Users.

Create a new user

1. Click Create in the top right of the screen.
2. Complete the following fields:
   • In the user directory, select the type of log in that you are setting up (Google/ Microsoft)
   • Username - this should be the email address associated with the Google or Microsoft account.
   • Select Organisation - if you have multiple, all will be visible.
   • Select the role by pressing the + symbol and choosing the relevant option from the drop down list.
   • Payments Access Profile - select the relevant company name from the drop down.
3. Click Save.

Managing Users

To make changes to a user, select them from the list of all users.

1. Select Update User in the top right of the screen.
2. Make changes as required.
3. Click Save.

Deleting Users

If you need to delete a user because their responsibilities have changed or because they have left your business:

1. Select their profile from the list of all users.
2. Select Delete User in the top right of the screen.
3. A confirmation screen will appear, select Confirm to delete.
   Note, this cannot be undone.