Add a user

Use this guide to add a new user to your organization in the Payments Direct interface and assign the appropriate role and permissions.

Prerequisites

You must be signed in as an Organization Administrator or User Administrator.
Your organization cannot already have 5 Organization Administrators if you intend to assign that role to the new user.

Step 1: Open the Users page

In the left navigation, select Settings.
Select Users.

The Users page lists all current users in your organization.

Step 2: Open the New User form

Select New User in the upper right corner of the page.

Step 3: Enter user information

Under User Information, complete the following fields:

Field	Required	Notes
First Name	Yes	Maximum 50 characters
Last Name	Yes	Maximum 50 characters
Email	Yes	The user's login email address. Maximum 100 characters. Cannot be changed after the user is created.

Step 4: Select a role

Under Role, select one of the following:

Role	Description
Organization Administrator	Full access to all features, including assigning permissions to other users. Limited to 5 per organization.
User Administrator	Manages the company profile and assigns permissions to other users. Excluded from payment activity.
Operator	Assigned specific permissions for payment operations.

If your organization already has 5 Organization Administrators, that option is disabled.

Step 5: Assign permissions (Operator role only)

If you selected Operator, a Permissions section appears. Select the specific permissions to grant the user:

Permission	Can Read	Can Edit
Payments	Yes	Yes
API credentials	Yes	Yes
Identities	Yes	Yes

Payment creation in production

Granting Payments: Can Edit allows the user to create payments in the production environment. Assign this permission only to users who need to initiate payments for your customers.

Step 6: Set environment access (Operator role only)

If your organization has multiple environments configured, an Environment section appears. Select the environments the new user should be able to access. At least one environment must be selected.

Payments Direct users can be granted access to Production and UAT environments.

Step 7: Save the user

Select Save User.

A confirmation message appears when the account is created successfully. The new user receives an invitation to set up their login.

What to do next

To update a user's role or permissions, select the user's name from the Users list to open the Edit User form.
To remove a user from your organization, select the action menu on the user's row in the Users table and choose Delete User.