Before your team can begin managing consumer and payment data in the PayNearMe Business Portal, you’ll first need to establish user accounts for your staff. Each account is tied to a specific role—a defined collection of permissions that govern access to portal features such as customer management, payments, disbursements, communications, and reporting. Your PayNearMe Technical Account Manager (TAM) will initially configure the Admin user(s), who hold comprehensive privileges, including adding and managing users. From there, Admins can dynamically assign tailored roles to additional team members, ensuring each individual only accesses the modules and functionality pertinent to their responsibilities—whether that involves viewing payments, sending communications, initiating disbursements, or processing refunds.

The following section provides a detailed overview of how to create and manage user accounts in the Business Portal, along with the access permissions associated with each role.

Understanding the Different Permissions

Each role is comprised of a curated list of different permissions that grant access to different screens and functionality in the Business Portal and Agent Interface. The following table provides a description of each permission that can be included in a role.

Creating Users in the Business Portal

Once your PayNearMe TAM has set up your Administrator account, you can log into the Business Portal and begin creating user accounts.

Creating an Individual User Account

To create one user account at a time, complete the following steps:

1. From the Business Portal homepage, click the Admin tab and then View in the Users section.

   

2. The User Accounts screen displays. Click Add User Accounts to display the Add User screen.

   

3. Ensure the Add Single User option is selected (i.e., blue) and then enter the first and last name of the user in the Name field.

4. Enter the user's email address in the Email field.

5. Enter the user type/role in the Category field. This field is optional.

6. If your site is configured to process disbursement payments, you can define daily disbursement limits at the individual user level. To do this, specify the maximum number of disbursements the user is allowed to initiate per day in the Number field, and enter the maximum total dollar amount permitted for daily disbursements in the Amount field. By default, PayNearMe enforces a maximum of 100,000 disbursements per user per day and a daily disbursement limit of $100,000 per user.

7. In the Permissions section, select the checkbox next to each permission you wish to assign to the user account. Certain permissions are interdependent and must be enabled together. The Business Portal will display confirmation messages when such dependencies exist. For example, enabling Create Customers/Accounts also requires View Customers/Accounts to be selected.

8. Click Create after completing the required fields and selecting the relevant permissions. The Business Portal returns you to the User Accounts screen and displays a message indicating if the user was successfully created.

   

Creating Multiple User Accounts

To create multiple users accounts at once, complete the following steps:

1. From the Business Portal homepage, click the Admin tab and then View in the Users section.

   

2. The User Accounts screen displays. Click Add User Accounts to display the Add User screen.

   

3. Select the Add Multiple Users option. The Add Multiple Users screen display.

   

4. In the Permissions section, select the checkboxes next to each permission you wish to assign to this group of user accounts. Certain permissions are interdependent and must be enabled together. The Business Portal will display confirmation messages when such dependencies exist. For example, enabling Create Customers/Accounts also requires View Customers/Accounts to be selected.

5. Choose one of the following methods to upload the users of this group: upload a file, manually enter the data, copy and past from a spreadsheet.

Upload a File

Upload up to 1000 users at a time by creating a .csv, .xls, or .xlsx file with column headers for the user's Name, Email, and Categories. Select the Upload a file button (if not already selected) and then complete the following steps:

1. Click Select. A file explorer window displays.
2. Select the file and then click Open on the file explorer window. The file name displays in the Business Portal.
3. Click Create. The Business Portal displays the list of users from the file in form.
4. Click Confirm. The Business Portal returns you to the User Accounts screen and displays a message indicating if the user group was successfully created.

Manually Enter each User

Select the Enter Users Manually button and then complete the following steps in the form that displays:

1. Enter the first and last name of each user in the under the Name column heading.
2. Enter the email address of each user under the Email column heading.
3. Enter the user type/role of each user under the Category column heading.
4. Click Create.
5. Review the data you've entered to ensure it's correct and then click Confirm. The Business Portal returns you to the User Accounts screen and displays a message indicating if the user group was successfully created.

Copy and Paste from a Spreadsheet

Select the Copy and paste it from a spreadsheet button and then complete the following steps in the form that displays:

1. Ensure your spreadsheet matches the Name, Email, Categories column heading format and then copy it.
2. Paste your data into the form that displays in the Business Portal and then click Create.
3. Review the data you've pasted in to ensure it's correct and then click Confirm. The Business Portal returns you to the User Accounts screen and displays a message indicating if the user group was successfully created.

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Disbursement Limits When Creating Multiple Users

Disbursement limits cannot be added to a user account when creating multiple users at once. After creating the user account, you must manually add disbursement limits to each account through the Edit action. For more information on editing permissions, see Editing User Accounts.

Editing User Accounts

Use the Edit action to add or remove permissions for certain user accounts. To edit the permissions of a user account, complete the following steps:

1. From the Business Portal homepage, click the Admin tab and then View in the Users section.

   

2. The User Accounts screen displays. Use either the Search field or the Account Status filter to find the user account you want to edit.

   

3. When you find the account you want to edit, hover your cursor on the dropdown arrow that displays next to the account and select Edit.

   

4. The Update User screen displays. Edit the desired fields and permissions.

   

5. Click Update. The Business Portal returns you to the User Accounts screen and displays a message indicating whether or not the update was successful.

   

Revoking User Accounts

Revoking a user account completely removes the user's access to the Business Portal. Revoked user accounts can be displayed on the User Accounts screen by selecting All Users from the Account Status filter. Revoked user accounts can be reactivated through the Edit action.

To revoke a user account, complete the following steps:

1. From the Business Portal homepage, click the Admin tab and then View in the Users section.

   

2. The User Accounts screen displays. Use either the Search field or the Account Status filter to find the user account you want to revoke.

   

3. When you find the account you want to revoke, hover your cursor on the dropdown arrow that displays next to the account and select Revoke Access.

   

4. The Business Portal displays a message asking you to confirm you want to revoke this user's access. Click OK to confirm the action.

5. The Business Portal returns you to the User Accounts screen and displays a message indicating if the user account was successfully revoked.