Follow these steps to create a new user in the platform:
Log in to the platform: https://platform.ecardsystems.com/login
From the Home bar, select Settings.
Under the Settings menu, select Users.
Click Create User.
A Create User window will open. Enter the user’s:
First Name
Last Name
Email Address
Role within the company
Select the appropriate role and save the user.
After the User is saved they will receive an invitation email to set their account up and can find directions here.
What is the importance of the role selected?
The role determines the level of access the user will have within the platform.
Role | When to Use | Access Level |
Administrative User (Merchant Administrator) | Default role for owners, operators, and primary points of contact | Full access to all reports and platform functions |
Finance User | For users who only need access to reporting | Access to reports only; no administrative features |