User Accounts
As a Mobipaid user, you have the option to create separate login accounts for your employees, staff, or anyone else you’d like to send payment requests and create campaigns on your behalf. Each can be assigned 1 of 3 privileges.
Each of your user’s will log in with the details you provide when creating their new user account.
Create a New User
Step 1: Navigate to the ‘User Accounts’ page. Click the Hamburger Button beside the Mobipaid Logo at the top left of the page. Select ‘User Accounts.’
Step 2: Click the ‘+ New account’ button.
Step 3: Fill in user details. Enter your new user’s email address, password, and account type. When finished, click ‘Submit’.
User Account Types
Accounting: Has capability to view and export payment and customer information, but no capability to send payment requests.
Administrator: Has access to all user functions.
Sales: Has capability to send payment requests and create social media campaigns, but no capability to view and export payment and customer information.
Edit User Access or Email Address
Step 1: Navigate to the ‘User Accounts’ page. Click the Hamburger Button beside the Mobipaid Logo at the top left of the page. Select ‘User Accounts.’
Step 2: Find the account you wish to edit. Click the ‘Edit’ icon, located in the ‘Actions’ column.
Step 3: Edit user’s details. Enter the new email address and/or change the user’s account type.
