Configure individual or mass users

Learn how to configure a user in mass or individual works for your sub-merchants with a Master Customer user.

 

ℹ️ Note: The Master Customer user is only available on demand. If you want more information about enabling it, please contact us.

 

How to create a new user?

To set up a user or new users for different branches (sub-merchants), follow the steps bellow:

1. Log into your console with your Master Customer user and password.
2. In the side menu, select the Users module.
3. Click on the +Add  button.
4. Search and select the branch offices where you want to create a new user.

 

💡Keep in mind that: 1. Only branch offices that count on the complete mandatory information will be allowed to be selected. 2. At least one branch office must be selected.

 

5. Click on the Continue  button.
6. The Add User screen will appear.

6.1. Step 1: Download the Excel template, open the file in the required fields in the document, and save it with a .xlsx extension.

To correctly fill in the fields in the file, review the following document Guide for the correct filling in of the User Template.

 

ℹ️ Note: When you save the user template, do it with the same download name. If you change the name, you will not be able to upload the file.

 

6.2. Step 2: Upload the saved file.

7. Once the file is uploaded, click on the Validate file  button that is enabled.
8. After validating the file, click on the Continue button that is enabled.
9. A pop-up screen will appear, click on the Done button and wait for the email notification.
10. If the file you receive in the email has any errors, you must correct what was not correctly uploaded, delete the validation column, and re-upload the file.

How to remove users from branch offices?

If you want to remove one or more users that have been created for the different branch offices (sub-merchants), because they are not longer in charge of console administration, you can delete them, by following the steps mentioned below:

 

1. Log into your console with your Master Customer user and password.
2. In the side menu, select the Users module.
3. Identify and select the users you want to delete. To do this, use the filter or the search bar.
4. Click on the Remove button that is enabled at the top right of the user list.

 

ℹ️ Note: Keep in mind that in parentheses will appear the number of users to delete, either 1 or more, in this case, 1 user will be deleted.

5. In the confirmation window, click on the Delete button to save the changes.

 

 

How to reset the password of the users?

To reset the password of one or more users follow the instructions below:

1. Log into your console with your Master Customer user and password.
2. In the side menu, select the Users module.
3. Identify and select the users whose passwords you want to reset. To do this, use the filter or the search bar.

 

ℹ️ Note: The password can be reset for one or more users at the same time.

4. Click on the Restore password button that is enabled at the top right of the user list.
5. In the confirmation window, click on the Restore password button to save the changes. An email is sent to the selected user with the information to reset the password.

 

Additional configuration for user management

How to edit or change a user?

If you wish to update the information of any of the users you have created, you can edit the information from this same module in the following way:

ℹ️ Note: This process is only available individually, and it can not be performed in mass like the other configurations.

1. Log into your console with your Master Customer user and password.
2. In the side menu, select the Users module.
3. Identify and select the user to edit. To do this, use the filter or the search bar.
4. Click on the Edit icon , which is located in the row of the user you want to edit. The Edit user screen will appear.
5. On the Edit User, modify the information that you need to adjust about the roles or identification data of the selected user.

💡 Keep in mind: The username is the only one parameter that you can not modify.

6. Click on the Edit user button to save the changes.