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Manage Users & Notifications

Admins and Developers can manage users of their Merchant Account from the Bolt Merchant Dashboard.

Role Permissions

Role View Transactions View Statements Take Order Actions Use Virtual Terminal View Dev Tab View Analytics Tab Manage Users Update Logo Set Up ACEs View ACEs
Administrator
Developer
Analyst
Support
Viewer

How to Manage Users

Create a User

  1. Log into the Bolt Merchant Dashboard.
  2. Navigate to Settings > Users.
  3. Select Invite User.
  4. Enter the user’s email address.
  5. Choose the user’s role.
  6. Choose which Email Notifications the user will receive:
  7. Select Send Invite.

The user then receives an invitation email to create their account on your Bolt Merchant Dashboard.

Edit a User

Email addresses cannot be edited. Additionally, First Name, Last Name, and Permission Level cannot be modified if the user is your Primary Administrator.

  1. Log into the Bolt Merchant Dashboard.
  2. Navigate to Settings > Users.
  3. Select Edit next to a user’s email address.
  4. Modify user profile information.
  5. Save.

Delete a User

  1. Log into the Bolt Merchant Dashboard.
  2. Navigate to Settings > Users.
  3. Select Delete next to a user’s email address.
  4. Select Delete again to confirm.

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