Users

User is a person that has access to the particular client account. In this section, you can see the list of all users associated with your partner ID, including your end clients’ users.

As a Partner, you can add new users, search and filter, edit existing users, check detailed information about each user.

You can see registration date, update date and status.

Search and filter

You can filter the user list by the following options:

• registration period
• customer id
• customer name
• user id
• username
• email
• phone
• status

Detailed information

By clicking the eye icon (View), you can access detailed information about the user: name, phone number, email address, user id.

Profile

Here you can see date of registration, if there’s a funding password, 2-factor authentication, and comment.

Companies

Client records this user is associated with, along with its registration date, status and balance.

Individuals

Individual records this user is associated with, along with its registration date, status and balance.

Create new user

To create a new user, you should select the customer record, fill in the data of the person that will be using the user record (name, email, phone number, password), comment (information why this user has to have access, job title, etc.) and set the password. During the first login, for security reasons, users are recommended to reset the password.

Edit existing user

You can edit only user status and comment. The rest of the parameters cannot be changed without the request to the customer support due to the security reasons.