Login to Access Evo.
Click Members button in the top right-hand area.
Click Add members individually and enter the name and email address.
If required, enter a message then click Add. The new member receives an email, and they can then set their new password and log in.
Once the user has accepted the invite and set their password, you're then able to update their user access.
Under the Member's area, next to the person's name, click the menu button (three dots), then click Manage roles.
Under Organisation Role, use the drop-down list to select the role you want the user to have.
Under Access Pay Hub, use the drop-down list to select the permission you want the user to have.
A member can have one of the following permissions:
Role | Permission |
Administrator | Can Action All |
Disputes Only | Can only view disputed transactions |
Payouts only | Can only action Payouts |
Refunds and Disputes | Can Action Refunds and Disputes |
Refunds Only | Can only action refunds |
View Only | Can only view transactions |