Adding Users to a Payreq Account

Modified on Wed, 03 May 2023 at 10:02 AM

1. Create a Payreq Account. Click here for instructions

 

2. Go to https://go.payreq.com and login


3. Click the right hand drop down menu and select "Account settings"

 

4. Select the "Account Permissions" tab next to "Connections" 

5. In the "Users" box, in the bottom right hand corner, select "Invite new user"

 

6. Fill in the users details

 

    a. At the bottom of the user registration screen, there will be an option to set permissions. See         the table below for further information on how to set these up.

    


Field Name:        

Action:
User Type:
No need to amend this.
Registration Permission:
Whether the new user should be able to create new registrations (turned off by default).

Recommended to ensure this setting does not say No Access
Mail Permission:
Whether the new user should be able to view bills that have arrived (turned off by default).

Recommended to ensure this setting does not say No Access
Mailer Settings Permission:
Whether the new user should be able to access the settings menu (turned off by default).

     

7. Once this is complete an email will be sent to the new user, to setup their password.


8. Any of these settings may be amended later by selecting the user you wish to edit in the "Users" box.


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