Creating/Managing Users, Notifications & Permissions

Overview

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 a User 

  1. Click on Create in the menu 
  2. Create a new User
  3. Select what the user’s role will be (full access or restricted)
  4. Enter in the new users details and click Create
  5. Select what Notifications this user will receive
  6. The new user will receive a activation email to the email address they listed
  7. Open the email and click on Activate and Sign in now
  8. They will be redirected to Pay Advantage and receive an SMS to their mobile they listed
  9. Enter all details including date of birth and SMS activation code
  10. Click on Sign in now and the new user will now be active.

 

Remove a User

  1. Click on Account Settings from the left side menu panel and select Security and Users
  2. Select the user you want to manage and this will open a new page
  3. Click on Remove User in top right hand corner
  4. Confirm and say goodbye 

Change Users Email Address 

  1. Click on Account Settings from the left side menu panel and select Security and Users
  2. Select the user you want to manage and this will open a new page
  3. Click Change underneath the entry area for Username/Email
  4. Enter the new email address and select Email Verification Code
  5. The new email will receive a verification code and be able to now access this User's account

 

Change Users Mobile Number 

  1. Click on Account Settings from the left side menu panel and select Security and Users
  2. Select the user you want to manage and this will open a new page
  3. Click Change underneath the entry area for Mobile
  4. Enter your Pay Advantage password and the sms verification code in the pop up box
  5. A verification code will be sent to the new mobile number, enter this to Verify new number

 

Select Notifications

  1. Click on Account Settings from the left side menu panel and select Security and Users
  2. Select the user you want to manage and this will open a new page
  3. Select Notifications in the top menu
  4. Select the notifications you want this user to receive and click Save to update
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