Users

A User has a user account and is identified in the platform by a username and a password. By default, the only available role is admin. Assign custom roles to new users and control their access capabilities.

Users can be viewed and updated from the Profile Menu. Go to the top corner of the dashboard's left-hand side. Click on your name to expand the list of options.


Invite New User

  1. Go to Profile menu > Company Users > Users.

  2. Add the new User's Email and assign a Role.

  3. OPTIONAL: If you would like to limit the user to specific IP addresses you can utilise the Allowlist IPs option to enter the whitelisted IP addresses or IP ranges of the users.

  4. Press Invite New User.

Invite new user

New users receive a welcome email with an invitation link, prompting them to create a password. The link expires after 72 hours. Once the change window is inactive, the admin can re-send the invitation. Alternatively, obstruct the new user's access by deactivating the link.

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Note

Unique email addresses must be used for creating Users, i.e., emails not assigned to other Users or Merchants.

Resend a new User email invitation

  1. Go to Profile menu > Company Users > Users > Actions > Resend Invitation for the specified User.
  2. Click Confirm.
Resend user invitation

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Note

Unique email addresses must be used for creating Users, i.e., emails not assigned to other Users or Merchants.


Deactivate a new User email invitation

  1. Go to Profile menu > Company Users> Users > Actions > Deactivate Invitation for the specified User.
  2. Click Confirm.

Pause 2FA

By pausing 2FA, the user’s current 2FA token will become invalid, then in the next login attempt user will be able to set a new 2FA token.

  1. Go to Profile menu > Company Users> Users > Actions > Pause 2FA for the specified User.
  2. Click Confirm.

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Note

Owner user’s 2FA can’t be paused via dashboard. To pause owner user’s 2FA please reach out to PowerBoard merchant support.


Edit Users

To change a User’s permission capabilities:

  1. Go to Profile menu > Company Users > Users > Actions > Edit Role for the specified User.
  2. Assign a new User Role from the drop-down menu.
  3. Check the permissions with View Permissions. Press the + sign to expand the permissions set for a particular section for a more granular view. Select Close.
  4. Click Accept.

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Note

For permissions related with each role please refer to table under Roles and Permissions section.

Deactivate Users

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Note

By deactivating you will temporarily pause user’s access, you can re-active their access later if required. If you wish to permanently remove user’s access, please refer to “Delete Users”.

To temporarily remove access to your account for a particular User:

  1. Go to Profile menu > Company Users > Users > Actions > Deactivate User for the specified User.
  2. Confirm with OK.
Deactivate user

Delete Users:

  1. Go to Profile menu > Company Users > Users > Actions > Delete User for the specifiedUser.
  2. Confirm with OK.

Activate Users

To re-activate access to your account for a certain User:

  1. Go to Profile menu > Company Users > Users > Actions > Activate User for the specified User.
  2. Confirm with OK.

Roles and Permissions

Roles and Permission Policies settings under Company User can’t be changed.

Please see below table for permissions related with each role:

PowerBoard User Role matrix

Permissions/RolesSM_AdminSM_ManagerSM_Customer
Support
SM_Reporting
DashboardAccessAccessAccessAccess
ServicesCreate
Delete
Modify
Search
SearchSearchNo access
RulesCreate
Modify
Search
SearchSearchNo access
VaultSearch
Update
Delete
Search
Update
Delete
Search
Update
Delete
Search
CustomersCreate
Modify
Delete
Search
Details and Payment
sources
Create
Modify
Delete
Search
Details and Payment
sources
Create
Modify
Delete
Search
Details and Payment
source
Search details
Search payment
sources
SubscriptionsSearch
Search by customer
Create
Modify
Delete
Search
Search by customer
Create
Modify
Delete
Search
Search by customer
Create
Modify
Delete
Search
Search by
customer
ChargesCreate charge
Pre auth
Refund
Capture
Search
Create charge
Pre auth
Refund
Capture
Search
Create charge
Pre auth
Refund
Capture
Search
Search
NotificationsCreate notifications/
Templates
Modify notifications/
Templates
Delete
notifications/Templates
Search Templates
Search logs
Resend notifications
Delete logs
Create notifications/
Templates
Modify notifications/
Templates
Delete
notifications/Templates
Search Templates
Search logs
Resend notifications
Delete logs
Search logs
Resend notifications
Delete logs
Search logs
UsersSearch
Create
Activate
Deactivate
Search invitations
Resend/ Deactivate/
Accept invitations
Pause TFA
Search
Create
Activate
Deactivate
Search invitations
Resend/ Deactivate/ Accept
invitations
Search
Accept invitation
Search
Accept invitation
Access TokensCreate
Search
Pause/ Reactive
Give permissions
Delete
Reset
SearchSearchNo access


FAQs

Only the "SM_Admin" has the authority/ permission to change the user roles of any other existing user accounts. But the Administrators cannot change the user role for first administrator created for the account.

Example with CSS Class

1. Check if the invitation is still valid as it will automatically expire after 72 hours, and resend the link if it’s expired.


2. If the link is still valid and user didn’t receive it in mailbox, please try resending the invitation link. If still couldn’t receive please troubleshoot following below steps:


  • Whitelisted the email address "[email protected]."
  • Added the domain "@powerboard.cba.com.au" to their allow list.
  • Check your DNS configuration. Ensure that it's correctly set up to receive emails especially from powerboard.cba.com.au. Also, check if the cba domain is blacklisted using online tools that provide blacklisting information.
  • On the domain configurations settings, the domain powerboard.cba.com.au might be on a blacklist due to previous abuse or suspicious activity, causing receiving email servers to reject emails from it.
  • Review DNS config and update the DMARC Quarantine/Reject policy.
  • Ensure there are no strict rules applied for the domain -powerboard.cba.com.au.

If the issue persists after performing above steps, please reach out to PowerBoard Merchant Support.