Team

Creating security for your business is important and the use of team members and the proper roles are an important measure, they allow you to pick how much or little of your account you want your users to see.

What You'll See

Each existing team member displays with:

  • Username - This is the user information they enter during login
  • Role - If they are set up as a supervisor, clerk, or read only
  • First Name - The first name of the employee or user
  • Last Name - The last name of the employee or user
  • Email - This can be their work or personal email address depending on what you prefer
  • Active - Yes or No. If yes they can log in with their credentials. If no they are locked out of the system

Create A New Team Member

To create a new team member, simply click the +Add Team Member button in the upper right-hand corner of the page.
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Now you will see the pop-up below with the following fields:
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  • Username - The username this individual will have to enter each time they log into MX Merchant
  • First and Last Name - This is the first and last name of the user who will be accessing MX Merchant through this username. Please note this is important as this name is reflected within MX Merchant any time the team member makes a change or takes a payment so you can quickly see the team member in charge of the action.
  • Role - Supervisor, Clerk, or Read Only. This choice will determine what features the user can and can not see. Refer to the section below "Visibility by Role" for more information
  • Active - Yes or No. If you have seasonal employees you can set them as not active which means their information is still saved however they are unable to sign in to MX Merchant until their account is marked as active.
  • Email - Users email address
  • Mobile - Cell number, used for 2 Step authentication when a code is sent to their cell as additional security upon sign in.
  • Password and Confirm Password - Enter the temporary password for this user (they can change it upon login)

Clicking Advanced in blue text at the bottom of the pop up will allow you to set additional access restrictions for this user.

Now you will see the pop-up has expanded with the following fields:

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  • Time Access - Days and time periods this user is allowed to sign in. In the example to the right this user is only allowed to sign in Monday - Friday between the hours of 8:00 AM and 5:00 PM.
    • Days - To update the days simply select (green) or deselect (white) the days you would like this user to be able to sign in to MX Merchant. The default is 7 days a week (all green).
    • Start Time and End Time - Now on the days that you have selected above you can now determine what time on those days they can log in. So if you don't want a clerk to go home and have the ability to still run payments or view reports you can limit their access to times they are in the office. The default is 24 hours a day.
  • Payment Limits - The max sale amount and max refund amount that this user is allowed to process
    • Max Sale - This is the dollar amount for a single transaction that you would like to limit this user to. For example if you limit them to $1,000 and they try to run a $1,500 transaction it will decline the transaction. If you don't want a limit simply clear out all of the numbers in the field. The default is $1,000.
    • Max Refund - This is the dollar amount for a single refund transaction that you would like to limit this user to. For example if you limit them to $100 and they try to run a $500 refund it will decline the transaction. If you don't want a limit simply clear out all of the numbers in the field. The default is $1,000.
  • 2-Step Authentication - For additional security you can enable 2-step authentication which requires the user to enter a code that is sent via text message each time they log into MX Merchant. If you have this enabled you must enter a mobile number for this user (found at the top of the pop up).

Visibility By User Role And App

Depending on the apps that you have installed on MX Merchant will determine how much information is available to you and your team. Below are three matrixes that show the role and functionality each user has access to in each app.

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MX Merchant comes standard with the functionality shown in the image to the right, however, roles determine what a user can and can not see.

Please note if you have a user that needs to be changed to a new role simply click on their name in green text on the Team settings, select the desired role and click save at the bottom of the pop-up.

MX Invoice App

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If you have the Invoice app installed, you will have additional functionality within MX Merchant which are shown to the left, however, roles determine what a user can and can not see.

Please note if you have a user that needs to be changed to a new role simply click on their name in green text on the Team settings, select the desired role and click save at the bottom of the pop-up.

MX Retail App

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If you have the Retail app installed, you will have the additional functionality within MX Merchant shown to the right, however, roles determine what a user can and can not see.

Please note if you have a user that needs to be changed to a new role simply click on their name in green text on the Team settings, select the desired role and click save at the bottom of the pop-up.

View And Edit A Team Member

To see more information on a team member click on the team member username within the list of users. Doing so will open a pop up with all of their information. If you make any changes make sure to click the save button at the bottom of the pop up in order for them to take affect.


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