Manage Users in the UI

In Payabli, users are individuals associated with an organization, suborganization, or paypoint who are authorized to use the Payabli platform. This guide explains how to add and manage users with .

Users are accounts that can access and interact with the Payabli UI. This guide explains how to add and manage users in PartnerHub and PayHub.

To access the Users screen, navigate to Settings > Manage Users. This action opens the User Management view. This is where you can view all users and manage their accounts.

For each user record, you can:

• Add new users
• View user details
• Edit user information
• Manage user permissions
• Reset user passwords
• Delete users

To see all options for managing an individual user, click the three-dot menu in the Actions column.

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Add a user

To add a user from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Click Add User.
3. Follow the prompts to add the user information and permissions. Email addresses can’t contain the ”+” character.
4. Click Save to create the new user account.

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View a user

To view user details from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Find the user you want to view.
3. Click the three-dot icon in the Actions column.
4. Select View Details. From here, you can see:
   • User profile information
   • Contact details
   • Permission settings
   • Account status

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Edit a user

To edit a user from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Find the user you want to edit.
3. Click the three-dot icon in the Actions column.
4. Select View Details.
5. Click the edit icon next to the section you want to update.
6. Make your changes and click Save.

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Manage user permissions

To manage a user’s permissions from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Find the user you want to manage.
3. Click the three-dot icon in the Actions column.
4. Select View Details.
5. Click the edit icon next to Permissions Enabled.
6. Make your changes and click Save when finished.

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Reset a user password

To reset a user’s password from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Find the user who needs a password reset.
3. Click the three-dot icon in the Actions column.
4. Select Reset Password.
5. Confirm the action in the dialog that appears.

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Delete a user

To delete a user from the UI, follow these steps:

1. Navigate to Settings > Manage Users.
2. Find the user you want to delete.
3. Click the three-dot icon in the Actions column.
4. Select Delete.
5. Confirm the deletion in the dialog that appears.

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User status reference

User accounts can have different statuses. Here are the possible statuses and what they mean:

Status	Code	Description
Inactive	0	User account exists but isn’t in use.
Active	1	User account in use and accessible.
Deleted	-99	User account has been permanently removed.
Locked	85	User account is temporarily suspended or frozen. Users can’t log into accounts with the Locked status.