How to: Create new user profiles for your team for PowerBoard

Welcome to the PowerBoard Dashboard tutorials. Today we’ll show you how to invite new users, re-send a new user invitation, deactivate a new invitation and how to delete a new user invitation. Each new PowerBoard user will be allocated unique login details. Their username will be their email address, and they’ll need to create a password To access the PowerBoard portal, you’ll need to log in using your credentials. To Create a new user head over to the arrow next to the Merchant name. From the drop-down list select Company Users. In the Email field...enter the email address of your new user. Then in the Role drop-down, select the role they’ll have depending on the level of access and authority you require the new users to have. The first option is SM Customer Support. Users with this level of access can process and manage all transactions, as well as create and edit subscriptions, notifications, transaction reports, and customer profiles.

The second option is SM Reporting. These users can view all transactions in your PowerBoard portal and create, modify, and remove transaction reports. The third option is SM Manager. These users can access all the features, process and manage all transactions and, can add, remove and edit users. The fourth option is SM Admin. These users have access to all features within the portal, including adding, removing, and editing services. For this example, we’ll select the SM Admin role. Next, click Invite New User and a new row will appear under the list of Invitations with your new user’s email address and an Invitation Sent status. The new user will have 72 hours to action the registration link provided in their email invitation. The new user will need to click on this link to create their own unique password.

Next, they’ll need to scan a QR code for authentication purposes. If they don’t already have one, the new user can download a free third-party authenticator App on their mobile device, such as Google Authenticator. Once they've activated their password, the status of the user will change to Active. To resend an invitation link, go to Actions. Confirm the request in the Confirmation window, and you’ll see a notification the link has been sent. When an invitation is re-sent, the previous invitation and link will become invalid, so the new link must be used to create their password. Deactivate a link by heading to Actions and select deactivate invitation. Confirm the request in the Confirmation window to deactivate the previous link. A notification will appear confirming the invitation has been deactivated successfully. To delete a new user invitation, go to the Actions drop-down and select delete invitation and click OK in the confirmation window. A notification appears confirming the invitation has been deleted successfully. The link previously sent to your new user will now expire. Discover more new features on the PowerBoard Developer Hub.