User Management – Adding Users & Setting Permissions

Available with Professional & Premium Vendor Plans

If you are looking to have other people such as staff help manage your Paykickstart account, you have the ability to add additional users to your PayKickstart account.

Step 1:  Select the “User Management” tab in your top right menu settings inside Paykickstart.

 

 

 

Step 2:  Click “Add User” on the top right screen then search for the use by email address. If the user does not currently exist in the Paykickstart system, and an invitation will be sent to the email address.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3: Once the user has accepted the invitation, you can view the user in the “User Management” settings by searching via users or campaigns and select “edit” to view and change user permissions.

 

 

 

 

Step 4: Once you are in the user’s settings, you have the ability to choose permissions for “Read & Write, Read Only, No Access or Custom” for each campaign you have in your Paykickstart account.

If you would Like to set more custom permissions, you can select the “edit” button for the specific campaign to choose from additional permission settings for the user.

 

Step 5:  Once you are satisfied with the user settings click “Save Settings” in the top right corner and you have successfully added a user and set campaign permissions.