Assign a User to a Business

Each business must have at least one user, who controls the business. The person that initially adds the business becomes the first user and can then assign other people to be users.

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

• Payment Administrator or
• Payment Service Owner and be part of group that represents the industry served. A business can serve more than one industry or
• Legal Entity Manager and be part of a group that represents the industry served. A business can serve more than one industry.

For details about required privileges, see Predefined Payment Groups

Assign a User from the Onboarding Checklist

1. From the onboarding checklist, click View next to Enter Business Information.
2. In the Users section, click edit
3. Select one or more Business Users that should have access as the user.
4. Click Update.

Assign a User from Business Management

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

Limited Business Access

If you have users that manage Business Units but not that Business, it is possible to give limited access to the Business so they can add new Business Units to it.

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

Parent topics: Assign Account Structure Access , Businesses