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User Management

Merchant Dashboard

User Management

Manage Merchant Dashboard user accounts, including creating accounts, enabling or disabling access, and assigning roles. Each user can have only one role, and account permissions are determined by that role. The page supports searching by username and creating users.

1

User List

  • Search by username to filter for a specific user.
  • Use the enable toggle to control whether the account can log in to the Merchant Dashboard.
  • The Actions column provides an Assign Role button for binding a role to the user.
2

Create a User

  1. Click Create User in the upper-right corner of the User Management page.
  2. Enter the username, login email address, and login password.
  3. Save and submit to create the account.

Alternatively, after the user is added, PayCools sends the initial password to the login email address provided. Then assign a role to the new user in the user list. Each email address can be associated with only one PayCools merchant account. If the email address is already used by another merchant account, use a different address.

3

Assign a Role

  1. In the target user's row, click Assign Role.
  2. Select the role to bind.
  3. After saving, the user receives all permissions associated with the role.

Users can access only the features included in their role. After a role is reassigned, the new permissions take effect immediately without requiring the user to log in again.

4

Enable or Disable a User

If a user no longer needs access to the Merchant Dashboard, turn off the enable toggle in the user list. The user immediately loses the ability to log in or use the Merchant Dashboard, but their profile and historical activity records are retained. Re-enable the user when access is needed again.

5

Change Password

Users can go to Account Settings → Password and select Change your Password, complete email verification, and set a new password. The Merchant Dashboard may also prompt users to change their password when an update is required or the password has expired; follow the on-screen instructions.

6

Complete MFA Verification

When a user logs in for the first time, uses a new device, or has not yet bound MFA, the user must scan the QR code and complete binding as instructed. For subsequent identity verification, use the bound authenticator to complete MFA.

7

Important Rules and Best Practices

  • A dashboard user can be bound to only one role; account permissions come entirely from that role.
  • Role changes take effect immediately.
  • Use the enable toggle to quickly disable an account's login access.
  • Create a separate user for each team member; do not share login credentials.
  • Grant only the permissions required for the user's work, and update roles when responsibilities change.
  • Disable a user immediately when they leave the company or no longer need Merchant Dashboard access.