Creating/Managing Users, Notifications & Permissions

Easily control who has access to your account, what they can see, and how they’re notified.

👤 Creating a New User

You can quickly and easily add additional users to your Pay Advantage account and control what aspects of the system that particular user will have access to. Add as many users as your team needs — there’s no limit!

To add a new user to your account:

1. Click Create in the main menu.

2. Select User.

3. Choose the user’s role: Full Access, or Restricted Access

4. Enter the new user’s details.

5. Click Create.

6. Select which Notifications the user should receive.

📧 User Activation Process

• The new user will receive an activation email at the email address provided.

• They must open the email and click Activate and Sign In Now.

• They will be redirected to Pay Advantage and sent an SMS verification code to the mobile number provided.

• The user must enter:

  • Date of birth

  • SMS activation code

  • Any remaining required details

• Click Sign In Now to complete setup.

Once completed, the new user will be active and able to access the account.

🔐 Managing User Permissions

Permissions allow you to control what each user can access and manage within your account.

You can customise access to areas such as:

• Direct Debits

• Invoices

• Reporting

• Customer Records

• Settings

To update permissions:

1. Go to Settings > Users

2. Select the relevant user

3. Adjust their permissions as required

4. Click Save

Changes take effect immediately.

🔔 Managing Notifications

You can control which system notifications each user receives.

Notifications may include:

• Payment confirmations

• Dishonours

• Failed transactions

• Customer updates

To update notification preferences:

1. Open Settings > Users

2. Select the user

3. Enable or disable the required notifications

4. Click Save

This ensures each team member only receives relevant updates.

🖊️ Change a User’s Email Address

1. Click Account Settings from the left-hand menu.

2. Select Security and Users.

3. Choose your user.

4. Under Username/Email, click Change.

5. Enter the new email address.

6. Select Email Verification Code.

A verification code will be sent to the new email address.

Once the code has been entered and verified, the user will be able to log in using their updated email address.

📱 Change a User’s Mobile Number

1. Click Account Settings from the left-hand menu.

2. Select Security and Users.

3. Choose your user.

4. Click Change under the Mobile section.

5. Enter your Pay Advantage password and the SMS verification code in the pop-up window.

6. A verification code will be sent to the new mobile number.

7. Enter the code to Verify the new number.

Once verified, the user’s mobile number will be successfully updated.

✏️ Editing or Removing a User

If a user’s role changes — or they no longer require access — you can update or remove them at any time.

• To edit: Open the user profile and update their details or permissions.

• To remove: Select the user and choose Remove User (depending on your access level).

💡 Tip

We recommend regularly reviewing user permissions to ensure access levels remain appropriate for each team member.