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Managing users in your PaySauce account

How to add, reset or remove users from your PaySauce account

Jessica McLean avatar
Written by Jessica McLean
Updated over 2 weeks ago

Add a user account

  1. To add a user account, go to your company settings by clicking on your company name in the top right.

  2. Select the Accounts tab, then select 'Users' from the menu.

  3. Click on the down arrow on the top right of the user table, then select 'New Account'.

  4. Enter the user's email and select a role type. For more information on role types, see our article Roles and Permissions in PaySauce.

  5. We recommend that you choose to 'send email' so that the user receives a system generated password. If you set a password for them, ask them to change it after they have logged in for the first time.

  6. Click OK.

Reset user passwords or pins

  1. To reset a user's password or pin (for their mobile app), go to your company settings by clicking on your company name in the top right.

  2. Select the Accounts tab, then select 'Users' from the menu.

  3. Click on the user account.

  4. To reset their password, select 'set password' and type a new password for them. Remind them to change their password again once they have logged in.

  5. To reset their pin, select 'reset pin'.

If the user has locked their account due to multiple unsuccessful attempts, you can see this on the user details screen.

Remove a user account

  1. To remove a user account, go to your company settings by clicking on your company name in the top right.

  2. Select the Accounts tab, then select 'Users' from the menu.

  3. Click on the user account you want to deactivate.

  4. Check the 'disabled' box then save.

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