To access User Administration, go to My Account> User Administration.
Click on the View/Modify tab for a complete alphabetical list of the names of your existing users. Click on the one you want and then Select.
Alternatively, you can Search for a user by inputting their details in the relevant boxes on the left-hand side. Their name will then appear in the list. To view their details, click Select.
To modify their details, click Modify Payee in the lower right of the page, then make any changes in the information fields. Alternatively, you can click Delete User.
Once you have made any changes, click Save Changes in the lower right of the page. You’ll see a green message indicating your changes were made successfully. To repeat the process, you can click View/Modify Another User.
After you have selected them, the user’s Contact Details, Permissions, Settings and Transaction Limits will be displayed. Below the Limits section, there are several options.
Selecting Delete User will permanently delete the user.
Selecting Reset Password will send the user a new temporary password by email. When the user next logs in, they’ll be sent a One-Time PIN and will be asked to choose a new password.
Selecting Modify user in the lower right of the page will allow you to modify the user’s Contact Details, Permissions, Settings and Transaction Limits, as long as you have permission to do so.
If successful, you will return to the Current Users Search page and see a message letting you know your user modification was successful. From here, you can select other users to View/Modify.