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Settings Overview- User Management: Unified Portal

The Settings tab allows you to manage user access within the ValPay Unified Portal. From here, you can view existing users, add new users, and manage permissions based on assigned roles.

Melissa Good avatar
Written by Melissa Good
Updated over a week ago

Accessing User Management

From the left-hand navigation menu, select Settings, then choose the User Management sub-tab.


Understanding User Types

There are two types of users in the portal:

Merchant Admin Users

  • Can view all users, including other Merchant Admins

  • Cannot edit or manage other Merchant Admin users

  • Can manage regular user access and permissions

  • To add or modify a Merchant Admin user, a support ticket must be submitted to your level 1 support team.


Regular Users

  • Can be created and managed by Merchant Admin users

  • Have access only to the stores, data, and features assigned to them

  • Can be edited or removed by a Merchant Admin user


Viewing Existing Users

Within the User Management tab, you’ll see a list of all users associated with your legal entity.

Each user entry displays key details such as:

  • Name

  • Email address

  • Role

  • Assigned access and permissions

Selecting a user allows you to review or update their access (for regular users only).


Adding a New Regular User

To create a new regular user:

  1. Select + New User

  2. Enter the required user information:

    • First Name

    • Last Name

    • Email Address

    • Role

    • Permissions (selected from available dropdowns)

  3. Select the appropriate Partner Companies and Locations/Stores this user should have access to.

Note: A user can only grant access to companies or stores that they themselves have access to.

  1. Once all information has been completed, select Create to add the user.


Editing an Existing User

To edit a regular user:

  1. Select the user from the list

  2. Update roles, permissions, or store access as needed

  3. Save your changes

Merchant Admin users cannot edit other Merchant Admin accounts.


Adding a Merchant Admin User

If you need to add or modify a Merchant Admin user:

  • Please submit a support request to level 1 support

  • Support will review and assist with the request


Summary

The User Management section gives you control over who can access your portal and what they can see. Merchant Admins can manage regular users directly, while Merchant Admin access is handled securely through ValPay Support to maintain proper controls.

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