Manage users

As the merchant administrator, you can create accounts for your users in different user groups.

To allow access to different functions in the platform, for each user, you can select from four user roles shown in the following table

Permission / Role	admin_user	normal_user	restricted_user	accountant_user
Merchant details	✅	-	-	-
Configure currencies	✅	-	-	-
Create users	✅	-	-	-
View products	✅	✅	✅	✅
Manage products	✅	-	-	-
Manage customers	✅	✅	✅ own	-
Import customers from CSV	✅	-	-	-
Manage orders	✅	✅	✅ own	-
Authorise refunds	✅	✅	-	-
View payments section	✅	✅	-	✅
Access dashboard reports	✅	✅	-	✅

Create a user

To create a user do these steps.

Log in as a user with the admin_user role.
In the navigation bar, go to the user account icon.
From the user account menu, select Users.

Select users from the user account menu
At the top right of the Users list, click (+).

Add a user in BillPro
On the New User screen, enter the user's details.
1. By default, a new user is Active, which means they can log in to BillPro.
2. Select Payment link to let the user create payment links. This option displays the buttons and options to send payment links by email, SMS, and to display a QR code and URL. If you are only accepting phone payments with the virtual terminal, maybe you do not require this option. See Payment channels.
3. If you are creating an integration, for developers and integration users, select API access to create API credentials. To display the API token, display the User details, for example, by clicking the eye display icon beside the user in the Users list.
4. Select a Role as described in the user roles table.
  
  Enter user details to create a new user
Click Submit. BillPro displays the User Details screen, which can include API credentials, and you can edit the user from here, and also from the main Users list.

User details screen

Edit a user

To edit a user account, do these steps

In the navigation menu, go to the user icon menu and select Users.
In the Users list, click the pencil edit button beside the user.
1. Or you can click the eye display button beside the user, and then click the pencil edit button in the top right corner of the User Details screen.
Change the user account as required. For example, you may need to select a new Role to give the user greater access to the platform. See the user roles table above.
Click Submit.
To implement the changes to the user account, tell the user to refresh their BillPro screen in the browser.

Deactivate a user

You cannot delete a user account, but you can deactivate it. Edit the user account and click the Is active toggle switch to deselect it, then click Submit.

Edit a user to make them inactive with the Is active toggle switch — Edit a user to make their account inactive with the Is active toggle switch

In the Users list, the user will display with a grey flag for inactive instead of a green flag for active, and the user will not be able to log in to BillPro.