Add and manage users for your business on PayMate to book, approve, make payments. Additional user roles are also available to manage controlled access to your business account on PayMate.
Add User:
Navigate to Menu> Account Settings> User Settings> Add User to start adding users. Enter the First Name, Last Name, and Email Address information. Select the appropriate role from the drop down menu. Tag one or more location code from the drop down to give access to the user for selected location codes. Click on Continue to Add User, or Add Another to continue adding users in batch. The new user will receive a welcome email from PayMate to get onboarded.
If you are a small business with a single person managing all the payments, then the Company Admin account will be sufficient for your requirement. For companies having a requirement to implement a payment approval workflow, the addition of a Maker and Approver will be enough.
Medium and large enterprises generally need a complete approval workflow for their payment processes. In that case, the company can choose to define all the roles for different users.
Note: One particular user email ID can be assigned only one role in the organization.
List of screens and their access to different user roles are mentioned below:
Manage Users:
Manage users tab is available to edit, delete, deactivate or reset password of a user. The Status column represents the current status of the user. More on the various status maintained are represented in the table below. Additionally, the filters to sort the table with Role, Status, Location code are made available to sort and find.
Edit | You can edit the user’s First Name, Last Name and Email ID. You can also change the user’s roles. |
Reset Password | On clicking reset password, a new password is generated by the system and the new login credentials are sent to the user’s registered email ID. |
Deactivate | On deactivating the account, the user gets temporarily disabled from the system. The details of the user are still maintained at the back end. Users can be activated any time again from the Manage Users section. |
Delete | The user gets permanently deleted from the system. In this case, details of the user are not stored at the back end. The user has to be added again. |
User status are maintained as per the table below:
Active | User is active in the system and can perform the tasks as per the role assigned to him. |
De-active | User is temporarily deactivated from the system and cannot perform any task. |
Forceful | Active users opted for a password reset but didn’t go through the reset password process. Eg: A user received new password credentials via email. Butthey did not complete the reset password procedure. In this scenario status is shown as “Forceful.” |
Blocked | If the user enters an incorrect password 3 times, their account gets blocked. |
Deleted | If the user is permanently deleted from the system, the status is shown as “Deleted.” |
Below mentioned details are available after exporting the data to excel. To perform Export, click on Filters on top of the Manage Users screen,further click on Export button and an excel data sheet is auto downloaded.
Business Name | Name of the Business registered on PayMate |
Name | Name of the user |
Email ID | Email ID of the user |
Role | Role assigned to the user |
Location Code | Location codes assigned to the user |
Status | Current status of the user |