How do I add a user in the Paysafe Business Experience portal?

Only users with Admin rights can add or clone other users.

You can easily add new users and customize their access as needed.

To add a new user to your account, follow these instructions:

1. Log in to your Paysafe Business Experience portal
2. Navigate to Settings > Users
3. Press the Add User button
4. Enter the user credentials (name and email address)

5. Assign permissions for the new user, choosing from Admin, Account Manager and Custom

   Admin and Account Manager user types have predefined roles and permissions. Whereas the Custom user type allows you to set permissions manually, choosing from Transactions, Monthly Statements, Activity, Wallet Balances, Merchant Information, and more.  

   Find more details on user types and permissions in the article linked below.

6. Press Assign Permissions when ready
7. Review the new user summary and press Assign

The user will receive an email with setup instructions. If needed, you can resend the activation email via Settings > Users > ⋮ (three-dot menu) > Resend Email.

How can I clone a user?  

To create another user with the same access and permissions, follow these steps:

1. Go to Settings > Users
2. Find the user by scrolling or using the search bar
3. Click on the ⋮ (three-dot menu) next to the user
4. Press Clone User

For more details on managing users in Paysafe Business Experience, review the articles linked below.