{"id":7699,"date":"2021-03-04T12:06:36","date_gmt":"2021-03-04T12:06:36","guid":{"rendered":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal"},"modified":"2024-04-30T00:38:24","modified_gmt":"2024-04-29T23:38:24","slug":"how-to-manage-users-in-the-merchant-portal","status":"publish","type":"faq","link":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/","title":{"rendered":"How to manage users in the Merchant Portal"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Anyone in your organization with User access can be found in this tab.\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400\">There are three Permission Groups for Users:\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li style=\"font-weight: 400\">\n<strong><em>Administrators<\/em><\/strong><span style=\"font-weight: 400\"> have full permissions and can perform all actions.\u00a0<\/span>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400\">\n<strong><em>Managers<\/em><\/strong><span style=\"font-weight: 400\"> can perform all actions except add or manage users.\u00a0<\/span>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400\">\n<strong><em>Cashiers<\/em><\/strong><span style=\"font-weight: 400\"> can ONLY create plans and see transactions. They cannot change Installment Plans once they are created.\u00a0<\/span>\n<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><strong>Add a new user<\/strong><span style=\"font-weight: 400\"> by clicking the purple icon to the right of the search bar.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.splitit.com\/hc\/article_attachments\/360025235879\/How_to_manage_users_in_the_Merchant_Portal_1.png\" alt=\"How_to_manage_users_in_the_Merchant_Portal_1.png\"><\/p>\n<p><strong><span style=\"font-weight: 400\">Fill in the appropriate details for the new user in the pop-up window<\/span><\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.splitit.com\/hc\/article_attachments\/360025235280\/How_to_manage_users_in_the_Merchant_Portal_2.png\" alt=\"How_to_manage_users_in_the_Merchant_Portal_2.png\"><\/p>\n<p><strong>Edit or Delete a User<\/strong><span style=\"font-weight: 400\"> simply by clicking on the User. This lets you edit Name, Email, Phone and Permission Group.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.splitit.com\/hc\/article_attachments\/360025235899\/How_to_manage_users_in_the_Merchant_Portal_3.png\" alt=\"How_to_manage_users_in_the_Merchant_Portal_3.png\"><\/p>\n<p>\u00a0<\/p>\n<p><strong>Personal Details\u00a0<\/strong><span style=\"font-weight: 400\"><\/span><\/p>\n<p><span style=\"font-weight: 400\">The Personal Detail window found in the top right corner (where your name is) lets you change your username, email, and password.\u00a0<\/span><\/p>\n","protected":false},"comment_status":"closed","ping_status":"closed","template":"","faq_category":[105,96],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FAQs &amp; Help Center | Splitit<\/title>\n<meta name=\"description\" content=\"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQs &amp; Help Center | Splitit\" \/>\n<meta property=\"og:description\" content=\"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/\" \/>\n<meta property=\"og:site_name\" content=\"Splitit\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-29T23:38:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.splitit.com\/hc\/article_attachments\/360025235879\/How_to_manage_users_in_the_Merchant_Portal_1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/\",\"url\":\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/\",\"name\":\"FAQs & Help Center | Splitit\",\"isPartOf\":{\"@id\":\"https:\/\/www.splitit.com\/#website\"},\"datePublished\":\"2021-03-04T12:06:36+00:00\",\"dateModified\":\"2024-04-29T23:38:24+00:00\",\"description\":\"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.splitit.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"FAQs\",\"item\":\"https:\/\/www.splitit.com\/faq\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to manage users in the Merchant Portal\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.splitit.com\/#website\",\"url\":\"https:\/\/www.splitit.com\/\",\"name\":\"Splitit\",\"description\":\"A completely new way to pay\",\"publisher\":{\"@id\":\"https:\/\/www.splitit.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.splitit.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.splitit.com\/#organization\",\"name\":\"Splitit\",\"url\":\"https:\/\/www.splitit.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.splitit.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.splitit.com\/wp-content\/uploads\/2021\/11\/logo.svg\",\"contentUrl\":\"https:\/\/www.splitit.com\/wp-content\/uploads\/2021\/11\/logo.svg\",\"width\":118,\"height\":35,\"caption\":\"Splitit\"},\"image\":{\"@id\":\"https:\/\/www.splitit.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"FAQs & Help Center | Splitit","description":"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/","og_locale":"en_GB","og_type":"article","og_title":"FAQs & Help Center | Splitit","og_description":"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.","og_url":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/","og_site_name":"Splitit","article_modified_time":"2024-04-29T23:38:24+00:00","og_image":[{"url":"https:\/\/support.splitit.com\/hc\/article_attachments\/360025235879\/How_to_manage_users_in_the_Merchant_Portal_1.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/","url":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/","name":"FAQs & Help Center | Splitit","isPartOf":{"@id":"https:\/\/www.splitit.com\/#website"},"datePublished":"2021-03-04T12:06:36+00:00","dateModified":"2024-04-29T23:38:24+00:00","description":"Questions about the Splitit platform? Find your answers here or contact our support via live chat or email.","breadcrumb":{"@id":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.splitit.com\/faq-article\/how-to-manage-users-in-the-merchant-portal\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.splitit.com\/"},{"@type":"ListItem","position":2,"name":"FAQs","item":"https:\/\/www.splitit.com\/faq\/"},{"@type":"ListItem","position":3,"name":"How to manage users in the Merchant Portal"}]},{"@type":"WebSite","@id":"https:\/\/www.splitit.com\/#website","url":"https:\/\/www.splitit.com\/","name":"Splitit","description":"A completely new way to pay","publisher":{"@id":"https:\/\/www.splitit.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.splitit.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.splitit.com\/#organization","name":"Splitit","url":"https:\/\/www.splitit.com\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.splitit.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.splitit.com\/wp-content\/uploads\/2021\/11\/logo.svg","contentUrl":"https:\/\/www.splitit.com\/wp-content\/uploads\/2021\/11\/logo.svg","width":118,"height":35,"caption":"Splitit"},"image":{"@id":"https:\/\/www.splitit.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/faq\/7699"}],"collection":[{"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/types\/faq"}],"replies":[{"embeddable":true,"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/comments?post=7699"}],"version-history":[{"count":3,"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/faq\/7699\/revisions"}],"predecessor-version":[{"id":8168,"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/faq\/7699\/revisions\/8168"}],"wp:attachment":[{"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/media?parent=7699"}],"wp:term":[{"taxonomy":"faq_category","embeddable":true,"href":"https:\/\/www.splitit.com\/wp-json\/wp\/v2\/faq_category?post=7699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}