Assign a Business Unit User

Define which users can manage the business unit.

For details about required privileges, see Predefined Payment Groups and Privileges.

Business unit owners must be part of one of these predefined payment groups:

• Payment Administrator
• Payment Service Owner and be part of an IDCS group that represents the industry served. A business unit can only serve one industry.
• Business Unit Manager and be part of an IDCS group that represents the industry served.

Assign a User from the Onboarding Checklist

1. From the onboarding checklist, click Add next to Set up Business Units.

   If the business unit has already been set up, continue by clicking the business unit, clicking Edit, and then set up additional users.

2. In the Users section, click edit .
3. Select one or more Users that should have access to the business unit.
4. Click Update.

Assign a User from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, and then click the business unit you want to assign a user to.
2. Click Edit.

3. Select one or more Users that should have access to the business unit.

   You can assign a person to be a business account user, meaning they can add a new business account to the business unit.

4. Click Submit.