Creating and Managing Users

Learn to set up users for your Merchant Portal Account and manage their access level.

Note: Instructions for creating and managing MintEFT users can be found here.

As part of the initial onboarding, a single user will be created. This user can then add additional users at any time.

For companies with multiple staff members accessing the merchant portal, we strongly recommend that each user have their own portal login.

To create a new user:

  1. Login into the Merchant Portal
  2. Select the Users tab
  3. Select Add a User from the quick links menu at the top of the page
  4. Enter the user details including Email, Name & Mobile Number, then set the required permissions for the user - view descriptions of the user levels here.
    NOTE: for mPOS use, you will need to ensure that Mobile App Access is selected
  5. Click Submit
  6. Confirm the user details making sure the email, mobile number, and permissions are correct.
  7. Click Confirm

User Set up is now complete and the new user will receive activation information shortly.

The activation notifications will include:

  • Email containing their User ID and a Temporary Password
  • SMS including a new User Activation Code

If the service is a card-present mPOS service, the user will receive a second set of activation notifications. This will include:

  • Email containing the App User ID and a Temporary PIN
  • SMS including a new User Activation Code