Users in your organization can access FlexPay's Client Portal to view and manage various aspects of your account, with permissions managed by different access levels. When your FlexPay account is set up, an Account Administrator is designated for the Client Portal, providing full access to the account. This admin can then create additional users as needed, with multi-factor authentication (MFA) automatically enabled for each new user.

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FlexPay uses multi-factor authentication (MFA) to enhance account security by requiring an extra verification step during login. This added layer helps ensure that only authorized users can access your account, even if their password has been compromised.

Setting Up the First User

When your FlexPay account is first created by a member of our enablement team, an initial user is set up with Account Administrator permissions, granting the highest level of access.

Please follow the steps indicated in the User Account Setup to complete setting up your account.

Add a User

As an Account Administrator, you can add additional users to your FlexPay account from the Manage Users section, located under Account Settings in the left-side navigation menu. To add a new user, follow these steps:

1. Click ADD USER.
2. Complete all required fields, marked with an asterisk (*). You will need to set a temporary password. The password must be at least 8 characters long and include one capital letter, one digit, and one symbol.
3. Choose the appropriate Access Level based on the user’s permissions needs, whether for view-only access or more advanced management permissions.

After completing the fields, the ADD USER button will activate. Click it, and the new user will be added to the list.

An email will automatically be sent to the new user with a portal link and their temporary password. To finish setting up their account, the user should follow the steps in the User Account Setup document.

Resend Email Invitation

If a user doesn’t receive their email invitation or accidentally deletes it, the Account Administrator can easily resend the invitation:

1. Log in to the Client Portal and navigate to Account Settings > Manage Users.
2. Find the user in the list, then click the three dots on the right side of the screen to open the options menu and select Resend Invitation.
3. In the confirmation screen, toggle the option "I confirm that a new temporary password and invitation will be sent to the user", then click SEND

The user will receive a new invitation email, allowing them to proceed with their account setup.

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Note:

The Resend Invitation option is only available if the user hasn’t yet changed their temporary password. If they’ve already updated their password and need a new one, they should follow the steps outlined here Resetting Your Password

Update a User

If you need to modify a user's Access Level or other account details, follow these steps:

1. Log in to the Client Portal and navigate to Account Settings > Manage Users.
2. Find the user you wish to update, then click the three dots on the right side of the screen to open the options menu and select Update.
3. In the Update User screen, make the necessary changes.
4. Click SAVE USER to apply the updates.

Disable or Delete a User

If you need to disable or delete a user from your account, please follow these steps:

1. Log in to the Client Portal and navigate to Account Settings > Manage Users.
2. Find the user, then click the three dots on the right side of the screen to open the options menu and select Disable or Delete.
3. Depending on your choice, follow the appropriate steps:

If you selected Disable, in the confirmation screen, toggle the option "Yes, I confirm I want to disable this user", then click DISABLE.

If you selected Delete, , in the confirmation screen, toggle the option "I really want to remove this user", then click REMOVE.

If you disabled the user, their status will show as "Disabled." If you deleted the user, they will be fully removed from the Manage Users screen. In both cases, the user will no longer have access to their account.

User Access Level

You can assign different Access Levels to users based on their needs. Access Level defines the permissions a user has within the system, such as viewing or managing data. When a new account is created, an Account Administrator is set up by default. This user has the highest level of access and can then create and manage other users. The available access levels are:

• Account Administrator: Grants full control over the account. Can create other users, export data, generate API keys, and more.
• Account Reader: Provides read-only access to the account.
• Gateway Account Manager: Allows access only to transactions. Reports are not visible.
• Gateway Administrator: Similar to the Account Reader role, but with the additional ability to add new payment gateways.