From the Manage Users page, click Create user.
Complete the required fields in the Personal Details tab. Please note mandatory fields are highlighted with *
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User Name—we recommend entering the user's email address.
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Role—user roles.
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Has Visa Commercial Pay Reporting Access—toggle this on if the user requires access to Visa Commercial Pay Reporting.
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Send Welcome Email—toggle this on to send an email to the new user to advise them that an account has been created for them.
In the Security tab, complete the Security Question, Security Answer, and Memorable Word— these should be unique where possible and can be updated by the user after their first time logging in.
In the Account access tab, you can add or remove privileges from the user role default privileges at an individual user level. This feature does not allow alterations to the standard default settings for overall user roles. For example, you cannot remove the ability to access and administrate Card Pools from the Customer Administration role for all users. Changes will need to be applied at each individual user level.
Completing the Account access tab is optional, and you can create a new user without completing this section. The new user will have the default role privileges applied.
In the Card Pool access tab, you can view the Card Pools available to the user and configure the user's access to specific Card Pools.
Use the check box to remove access where not required for Visa Commercial Pay Online and/or Visa Commercial Pay Reporting.
Caution
If all boxes in the 'Access Enabled' column are left unchecked, this will grant the user access to all Card Pools.
Click Create User on the top right of the page. If you have enabled Dual Approval, the new user will need to be approved by another Administrator before they are created.
You can update the details by following the instructions in Update a user.