You can create new users to add to help manage your account in the TabaPay Portal.

How to Create a New User

To create a new user, ensure you have the Create User permission. Only users with the admin permission can create a new user. For questions reach out to your account administrator who created your user account.

Note: If you have the right permissions, you will see the Create User button above your User List.

1. Log in to the portal, and navigate to the User Permissions page.

2. 
   
   1. Click the Create User button on the top right of the screen to create a new user.
   

   After clicking the Create User button the Create User menu will appear.

   
   3. Create a new user by completing the Create User form.
      1. Client: Name of the client or account the user will be added to.
      2. First Name: First name of the user.
      3. Last Name: Last name of the user.
      4. Email: Email of the user (this will be the login).
      5. Permissions: Search preset permissions settings or select sections the user permissions will be enabled for.

   Setting Permissions When Creating a User

   The following permissions options will be displayed to select.

   Transactions

   • View Transaction Summary: Allows viewing of transaction summaries, including total counts, amounts, and limits for Pull and Push transactions.
   • View Transaction List: Enables access to recent transactions and their details.
   • Search Transactions: Grants the ability to search for transaction details.
   • Create Pull/Push Transaction: Allows creation of Pull or Push transactions.
   • Create Payment Request: Allows the creation of a payment request.
   • Void/Reverse/Refund/Delete Transactions: This enables the user to perform these actions on transactions, visible through a specific button on the transaction details page.

   Reports & Invoices

   • View Reports: Users can view and download reports.
   • View Invoices: User can view and download invoices.

   Manage Users

   • Create Users: Enables creating new users, setting their permissions, and sending invites.
   • Edit Users: Allows modification of user permissions.
   • Delete Users: Grants the ability to remove a user's access from the portal. This only removes the user’s access, it does not delete the user’s data.
   • View User Activity: Users can view the activities of portal users.
   • Export User List: Enables exporting the user list.

Setting up Multi-Factor Authentication (MFA)

1. MFA options will appear to enable for the new user.
2. Choose between Google Authenticator or Email OTP (One Time Password) as the MFA method.

Assigning Permissions

1. Select and assign the appropriate permissions for the user based on their role and your organizational needs.

Finalizing User Creation

1. After selecting the desired permissions for a new user, click the Create User button.

The new user appears in the user list with the status Invited.