- To add a new user, an Admin user will need to log in to their SwipeSimple Dashboard and select Users in the left panel menu.
- Click on + Add New User.
- Enter the new user's Email, Full name, Role and select the Merchant Account(s) the user will be assigned to.
- A merchant account must be selected for member users to be able to process transactions.
- Click Add New User.
*As a friendly reminder, it is required for a user to be assigned the role of Admin or Member.
- Admin users have full access to all transaction data and account functions.
- Member users can only take payments from their assigned merchant account(s). Member users can also only view and void their own transaction data. Member users may not process refunds.
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