Creating users

Introduction

Go into the Addon Payments BackOffice Portal as follows:

Click on the link or put the following URL into your browser. Choose the environment you want to use.
- Staging: https://smb-stg.addonpayments.com
- Production: https://smb.addonpayments.com/
You can change the language on the login screen. At the top right, click to choose one of the options available: Spanish (ES), English (EN) or Catalan (CA).
Enter your username and password and click on “LOG IN”. Remember, these values depend on the environment you are using.

Choosing the merchant to create the user for

If you have any daughter merchants on the platform, select that merchant before starting to create a user. To choose the daughter merchant where you want to create the user, follow these steps:

At the bottom of the menu on the left, click “Merchant settings” > “Merchant Management”.
Find the merchant where you want to create the user and click “Act as daughter merchant”, which is the eye icon.
In the confirmation window, click “Yes“.

Creating users through the BackOffice Portal

If you’ve already selected the merchant where you want to create a user, follow these steps to create users on the Addon Payments BackOffice Portal

On the left menu, click “Manage users” > “Users“
Click “Create” to generate a user manually or “Generate Link” to do it with a link.

Create user profile and assign roles

When you create a user, you will need to assign a profile to that user. User profiles are accounts that have different permissions and roles assigned to them. By default, Support creates the store an administrator user (onboarding_user_default) with which the merchant will be able to create new profiles and assign roles.

Next, we will see how to create a new profile, how to assign roles or permissions to it and what purpose the different roles serve.

1. In the left menu, click on “User Management” > “Profiles”.

2. At the bottom, click on “New Profile”.

3. Enter the profile name and description where indicated.

4. Check the boxes for the roles you want to assign to the profile. Roles are different permissions assigned to the profile, such as the ability to capture or cancel transactions, create users or manage domains. Below, you have a table with the different roles to assign and their function.

5. When you have selected the roles and completed the fields of the new profile, click on the “Create” button at the bottom right.

These are the different roles and their function that you can assign to a profile:

Role	Usefulness
Dashboard	Access to the general board
PreAuth Management	Permission to manage pre-authorizations
Transaction Details	Access to transaction details
Transaction Search	Access to the transaction search board
Domain Managment	Permission to manage domains
Submerchant access	Permission to act as a submerchant
Merchant password management	Permission to manage the merchant password
Edit profile	Permission to edit your profile
Block account	Permission to block an account
Capture Transaction	Permission to capture transaction amounts
Check Transactions	Permission to verify transactions
Refund Transactions	Permission to make transaction refunds
Secondary Operations	Permission to perform secondary transactions
Void Transactions	Permission to void a transaction
Create users	Permission to create new users
Edit users	Permission to edit users
Edit other users passwords	Permission to change another user’s password
View users	Permission to view other users
Edit Own Password	Permission to edit user password

Creating users manually

If you clicked “Create“, you’ve chosen to create users manually.

You will see a form where you have to enter all the information required for the new user. The form contains the following fields:

Username: You can choose any username for the new user on Addon Payments (as long as it isn’t taken). However, we recommend you use the format “xxxxx.naaaaaaaa”
- xxxxx: Merchant ID.
- n: User’s initial.
- aaaaaaaa: User’s first surname.
- One example for a user called Pablo Ferrer with merchant ID 67234 would be “67234.pferrer”.
Email: New user’s email address.
Password: Password to log into the BackOffice Portal.
Name: User’s first name.
Surnames: User’s surname.
Title (optional): Title (Mr, Ms, etc.).
Department (optional): Department the users belongs to at the merchant.
Notes (optional): Additional notes about the user.
Profile: You will see a table with the profiles activated in your current user. Choose the profile type which you want to assign to the new user. Check the Create user profile section.

Once you’ve filled in the fields, click “Create” at the bottom right.

Creating users with a link

If you’ve chosen the option “Generate Link” to create a new user, you will see a form. Enter the data to send a link to the individual so they can create their user.

The following info must be input into the form:

Recipient’s email address: Email address of the person who should receive the link to create a user.
Username: You can choose any username for the new user on Addon Payments (as long as it isn’t taken). However, we recommend you use the format “xxxxx.naaaaaaaa”
- xxxxx: Merchant ID.
- n: User’s initial.
- aaaaaaaa: User’s first surname.
- One example for a user called Pablo Ferrer with merchant ID 67234 would be “67234.pferrer”.
Profile: You will see a table with the profiles activated in your current user. Choose the profile type or role you want to propagate and apply it to the new user you are creating. By default, choose: “onboarding_user_default“.
Click “Send” at the bottom right.
The user will receive an email from Easy Payment Gateway. They have to click on the link.
When they do, a form will open for them to fill in and create their user:

- First Name: User’s first name.
- Surname: User’s surname.
- Password: Password to log in.

Support Video

As a complement to the documentation, you can follow this tutorial to learn in an easier way how to create users though the Addon Payments BackOffice Portal.