Only a user role with a higher role than another may edit another Payor user's information. To edit a Payor user’s profile. For example:
- Master Admins can add, edit, disable, or delete Admin and Support users.
- Admin users can add, edit or disable Support users
- Support users are view-only and cannot make any changes to the platform
Edit a User
- Login to the Payor Portal
- Click Users from the side navigation
- Select a Payor user and a flyout page will appear
- Click the edit icon located on the flyout page
- You may edit the following information:
- First Name
- Last Name
- Email Address
- SMS Phone Number
- Primary Phone Number
- Secondary Phone Number (optional)
- Role
- Two-Factor Authentication
- Status
- Click Save
Once you have completed updating their information and saved it to the system, an email will be triggered notifying them of a change to their account.
Disable a User
In the case a Payor user goes on leave and will not be accessing the Payor Portal, their account may be disabled. This is not to be confused with deleting their account, as the account may be re-enabled upon their return.
To disable a Payor user:
- Login to the Payor Portal
- Click Users from the side navigation
- Select a Payor user and a flyout page will appear
- Click the edit icon located on the flyout page
- Scroll down to Status and choose Disable
- Click Save
A notification of change will be triggered to the Payor user informing them an update was made to their account. Alternatively, you may follow the instructions above to re-enable a Payor user.
Delete a User
- Login to the Payor Portal
- Click Users from the side navigation
- Select the Payor user and a flyout page will appear
- Click the trashcan icon on the flyout page
- Confirm you want to delete the Payor user
A pop-up will appear prompting you to confirm this request.