Use Manage Users to view and manage the people who can access your TabaPay Portal client or client group account.

Use cases

• Review who has access to your organization and what role they have.
• Find users by name, email, status, role, or last login.
• Open a user’s details panel to review their permissions and activity.

How to Manage Your Portal Users

This section contains sub-pages to guide you on how to create, view, edit or delete your users as well as managing any user permissions.

Note: This guide and section is incompatible to the User API

Before you begin

You must be an Admin or Manager to access the Users page.

View the User's Table

1. Log in to the TabaPay Portal.

Note: If you have multiple ClientIDs you may have different client accounts. To switch to a different client account, click on the desired account name on the top left on the side panel.

1. From the applicable client, On the left under My Organization, select Users.
2. Review the users table that appears.

The table displays the users available within the selected organization. It includes the user’s name, email, role, status, permissions, and last login

Search and Filter Users

1. To find a specific user, enter a name or email at the the top search field.
2. To narrow the list by Status or Role, select a filter below the search field.
3. To organize the results by a table column, use sorting, when available.
4. To return to the full list, clear the search or filters.

Note: For a quick clear, you can select Reset All.

View a User's Details

1. Select a user row, or open the row’s Actions menu.
2. Select View User Details.
3. Review the user’s information and permissions in the details panel.
4. Select Activity Log to review actions performed by the user, if you have the View User Activity permission.

The details panel may also provide actions such as Edit User, Deactivate User, or Resend Invite. An action is available only when your role, permissions, and the user’s status allow it.

More Pages