Assign a User to a Business Account

You must be a user of the business account to assign more users.

The creator of the business account is the first user and the business account must always have at least one.

In order to be a user, the user must be part of certain predefined payment groups:

• Payment Administrator or
• Payment Service Owner and be part of a group that represents the industry of the business unit that the account is linked to or
• Business Account Manager and be part of a group that represents the industry of the business unit that the account is linked to.
  

Assign a User from the Onboarding Checklist

1. From the onboarding checklist, click Add next to Set up Business Accounts.
2. This will show the business units the business accounts are linked to.
3. Click the required business unit.
4. Click the Business Account.
5. Click Edit.
6. Select one or more users that should have access to the business unit.
7. Click Submit.

Assign a User from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, and then click the business account you want to assign a user to.
   
2. Click Edit.
3. Select one or more users that should have access to the business account.
4. Click Update.
   

Tip: You can select the Business Account tab on the Business Management page to see all available Business Accounts and search.

Parent topics: Assign Account Structure Access , Business Accounts