Set Up a New User

17 STEPS

Three levels of users can be set up in the Merchant Portal.
     1. Admin Users - These users have the highest level of access to the Gateway and can only be assigned by other Admin Users.
     2. Location Users - These users may also be referred to as a merchant, MID, or TID.  Location users are attached to a location or multiple locations and will have access to only those locations.
          - There are two types of Location users available to choose from, depending on the roles they should have access to.
               > Location Admin - This user can create new Location Users and Location Admins.
               > Location User - This user cannot create other Location-level users or admins.  They can only perform the roles enabled for them by the Location Admin.  They can also create Contact Users.
     3. Contact Users - These users, also referred to as Cardholders, are the customers of the Location users. Location Users can choose to grant access to their Location to their Cardholders.

1. Once you have logged into the Merchant Portal, click Settings.

2. Click Users Management.

3. Click Add User.

4. Start by completing the User Details form.

5. Fields with a Red Asterisk are required.

6. The User Type field determines the Roles available for the user, which will be selected in the next part of the setup process.

7. When you are finished, click Continue.

8. Setting the User's Roles: Click the check boxes to select the desired User Roles.

9. When all desired roles have been selected, click Continue.

10. Location Access: By default, the new User will only have access to the Location under which they are created. If the User requires additional Location Access, you can add it now.

11. Start by typing the name of the desired location. Then, click on the correct Location to select it.

12. Click Add Location.

13. Repeat this process for all desired locations.

14. Click Done when finished.
You will be automatically redirected to the View User screen.

15. The new User will receive an email invitation to set up their user credentials for accessing the Merchant Portal. 
From the View User screen, you can also Resend the user invite and Edit Roles or Location Access as needed.

17. That concludes this tutorial, "Setting Up a New User." For additional videos and other resources, please visit our knowledge base at https://kb.fortis.support.

Thank you!