Manage Wise-Pay User Access

A merchant can manage permissions for the users of their Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the Manage Access Management page.

The User Access Management page lists the users that have been added through Wise-Sync.

How do I get there? 

To configure Wise-Pay User Access, click Configure from the top menu and select User Access Management. 

What do I do?

When a user is successfully added to Wise-Sync, it appears automatically in Wise-Pay. Ensure that the desired role is set for the user. Here's how to do it:

1. The following table describes the pages accessible to each role.

   Is Merchant Admin: Enables the user to configure merchant account settings like configuring merchant bank accounts

   Allow Company Access: Enables the user to manage payers and related operations, such as adding a payer credit card.

2. Click Save 

Use the table to determine the best user role for someone you’re inviting into your organisation.