Adding access groups

  Unfortunately, the product documented here is currently only available in English.

You can add access accounts to streamline the process of assigning multiple site references to single users.


  Required user roles

Admin


  How to access

Select “Settings" and then “Access Groups” from the left navigation bar. Then click the  icon above the table.

 

Fill in the fields displayed to add a new access group:

portal-addaccessgroup-1704-01-en.png

  All fields flagged with an asterisk symbol are required.

Name of field Description
Name Name of the access group.
Description Short description of the access group.
Site References You need to select at least one site reference. All users assigned this access group will have access to all site references selected here. They will also have access to any Trust Payments Merchant Id(s) (MID) associated with these site references.

Click “Save” to save the access group.
Click “Save and add Another" to save the access group, and clear the form above so you can add further access groups.

 

Assign access groups to users

  Users can only be assigned to one access group. If a user you are assigning here is already assigned to an access group, they will be removed from that access group.

Access groups can be assigned to users by following the methods below:

Edit access group to add user(s)

  Allows you to quickly add/remove multiple users from a single access group

  1. Click “Settings" and then “Access Groups” from the left navigation bar.

  2. Then from the Actions column for the access group you would like to edit, click  and then "Edit". This will open the "Edit Access Group" page.

    portal-addaccessgroup-1808-02-en.png

  3. From here, you can search for and add users by typing into the Users textbox.

  4. Once finished, click “Save” to save your changes.

Edit user to add access group

  Allows you to quickly add/remove an access group from a single user

  1. Click “Settings" and then “Users” from the left navigation bar.

  2. Then from the Actions column for the user you would like to edit, click  and then "Edit". This will open the profile page for the user.

  3. From here, click "Edit" in the top right and the Assign Access Group toggle will appear on the form.

    portal-addaccessgroup-1808-03-en.png

  4. Click the Access Group toggle to enable, and to the right, select the access group from the drop-down provided.
  5. Once finished, click “Save” to save your changes.

Add new user and assign access group

  When adding new users, these can be assigned access groups

  1. Click “Settings" and then “Users” from the left navigation bar.

  2. Above the table, click the  icon. This will open the "Add user" page.

  3. Fill out the form with the user's details.

  4. Click the Access Group toggle to enable, and beneath this, select the access group from the drop-down provided.

    portal-addaccessgroup-1808-04-en.png

  5. Once finished, click “Save” to add the user.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request