Create User Account

As an external administrator user, you can create (update and view) user account(s) for/within your organization. Follow the instructions below to create a new user account.

1. From the menu bar on the top left corner, click on User Management under the Admin heading.  

The User Management page appears.

Note:   Refer to Manage columns to manipulate the list view of the users.

To create a new user account: 

1. Click on Create new user.

1. In the User details section, click inside each field to enter the customer user information or select from the drop-down list.

Note:  Fields marked with an asterisk (*) are mandatory. 

• First name
• Last name 
• Email 
• Confirm email 
• Role (once the role is selected, the Self-serve options section appears)
• Preferred language 

1. In the Email notifications section:  

1. To change the Notification language, choose English or French from the drop-down list.
2. To turn on the Cardholder dispute notifications, use the toggle buttons.

Note:  Toggle button will be grey when it is selected off.

1. In the Self-serve options section:
2. To turn on the Process refund and Update bank account, use the toggle buttons.

Note:  Toggle button will be grey when it is selected off.

1. Click on Create new user. A new entry is created for customer user.
2. Click on Go Back to return to the dashboard once finished.

Note:  Fields marked with an asterisk (*) are mandatory.