The EBANX Dashboard supports the creation of more users. You can set up more users for your Merchant Account in the Dashboard by going to Users > ADD USER + .

dashboard_add_user

Creating a New User

Creating a user is really easy. After clicking the button, all you have to do is enter the user’s name, their email, and then choose their permissions when using the Dashboard. After that, just submit by clicking the ADD USER.

dashboard-create_user

Roles and permissions

There are 4 roles (Admin, Developer, Finance, Customer Service) and, for each of them, there are different settings for 4 permissions (Payments, Refunds, Finance/Settlements and Integrations). When creating a user, you need to choose appropriate permissions. Here is a quick review about the roles and their permissions in the EBANX Dashboard:

Admin

The Admin have all permissions.

  • They can view, create and edit payments.
  • They can view, create and edit refunds.
  • They can view and request settlements.
  • They can access the integration menu.

Developer

  • They can view payments.
  • They can view refunds.
  • They can access the integration menu.

Finance

  • They can view payments.
  • They can view refunds.
  • They can view and request settlements.

Customer Service

  • They can view, create and edit payments.
  • They can view, create and edit refunds.

User management

In this menu, you can also manage your others users. You just have to select one of them and choose EDIT USER.

dashboard-manage_user

You can Edit the user info and permissions, you can inactivate or remove the user.

dashboard-edit_user