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Functional guides

Creating a user

This action is performed by a user authorized to manage user accounts. To know more about granting this permission, contact E-commerce customer service.

 

A user account is personal and should not be shared.

Sharing a user account may render custom parameters unstable and the exploitation of the activity history less relevant.

To create a user:

  1. Click the Creating a user button in the Users tab (menu Settings > Company).

    The Creating a user button can also be accessed by right-clicking an existing user.

    The creation page appears.

  2. Populate the mandatory fields marked with an asterisk:
    • Title
    • First name
    • Last name
    • Timezone selected from the list

      The information exchanged from your account is based on the time zone selected.

    • E-mail

      Enter a valid e-mail address. The username and its temporary password are sent to this address.

  3. Populate the other fields:
    • Username

      The username is associated with a password.

      By default, after a user is created, the username is generated automatically.

      However, you can choose the username yourself. If the Creating a user button remains grayed out, the username already exists. In this case, you must choose another one or let the system generate one automatically.

    • Language

      The payment gateway uses the language selected for sending messages (e-mail or SMS).

    • Phone number(s)

      It is recommended to enter a cell phone number as the security code of your company is sent to this number. The user needs it for their first login.

  4. Check the box Read only if you would like to revoke a modification right from a user.

    When this box is selected, the users can only view the details of the companies or shops to which they have access.

     

    Even in read-only mode, a user must have at least one permission within a shop (e.g., the right to view transactions). See: Associating/dissociating access rights with a shop

    If you wish to not grant any permissions to a user, it is recommended that you change their account status to Disabled after creating it. See: Disabling a user account.

  5. Click Create.

    The user receives the connection identifiers (username + temporary password) by e-mail. For their first login to the Merchant Back Office, the user will also need the company security code.

    You can send this code using 3 methods:

 

For security reasons, after 3 wrong entries of the company security code, the user access is locked. Any new entry attempts will be refused and the user must contact supportvad@lyra-network.com technical assistance.

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