# User Administration

To access the settings, navigate to the main menu of your Payrexx account and go to **Settings > User Administration**:

Depending on the [plan](https://docs.payrexx.com/merchant/english/account/settings/plan-and-billing) you have activated, different numbers of user accounts are available in Payrexx:

* [Free Plan](https://docs.payrexx.com/merchant/english/account/settings/plan-and-billing#free-plan): 1 user
* [Standard Plan](https://docs.payrexx.com/merchant/english/account/settings/plan-and-billing#standard-plan): 3 users
* [Premium Plan](https://docs.payrexx.com/merchant/english/account/settings/plan-and-billing#premium-plan): Unlimited number of users

The user management section in Payrexx is divided into the two areas [users](#users) and [user roles](#user-roles).

## Users

This area is divided into the following sections:

* [User Overview](#user-overview)
* [Add User](#add-user)
* [Edit User](#edit-user)
  * [Edit Own User](#edit-own-user)
  * [Edit Other User](#edit-other-user)
* [Change Account Owner](#change-account-owner)

{% hint style="info" %}
Please note that two-factor authentication is mandatory for every user. You can find more information in the section "Edit Own User".
{% endhint %}

### User overview

The "Users" tab displays an overview of all created user accounts:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FXZh2A2PVpz1kZ7FVCnXf%2Fimage.png?alt=media&#x26;token=d809a4fb-d6d2-4feb-88a2-dd5267a45920" alt=""><figcaption><p>Overview of existing user accounts</p></figcaption></figure></div>

* The user marked with the label <img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2F1yck32FmKcw7bxNDU74L%2Fimage.png?alt=media&#x26;token=24dbf765-f581-4c14-97e7-040381309373" alt="" data-size="line"> is the one currently logged in.
* The user marked with the label <img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FA9BrwzDRfbKK9yeAL6Xz%2Fimage.png?alt=media&#x26;token=588cd0e5-4460-4e60-a3a6-3c71bfaa0a70" alt="" data-size="line"> is the owner of the account. Important emails from Payrexx are sent to the email address of the account owner.

### Add user

To create a new user account, click on the "Add user" button:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FRhZ7yrO14Fix1EoLKVL1%2Fimage.png?alt=media&#x26;token=558486dc-7871-433d-a7be-1cc7570c3d59" alt=""><figcaption><p>Creating a new user in Payrexx</p></figcaption></figure></div>

Configure the new user as follows:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FUPZ6pPkU5RPZajAbwFAD%2Fimage.png?alt=media&#x26;token=d854f51e-5e07-4394-80ba-7f06e69e5fbb" alt="" width="563"><figcaption><p>Entering the new user’s information</p></figcaption></figure></div>

1. **First name:** Enter the user’s first name. This field is optional.
2. **Last name:** Enter the user’s last name. This field is optional.
3. **Email:** Enter the user’s email address. Payrexx will send the invitation to create the user account to this address.
4. **User role:** Select the role you want to assign to the user. For more information about Roles, refer to the corresponding [section](#user-roles).

Click "Invite" to send the new user an invitation to set up their user account.

The newly created user will then receive the following email:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2F4eBayHh2cMOEMKKOLDIz%2Fimage.png?alt=media&#x26;token=c2825199-d460-45e8-8dba-4b50107412f2" alt=""><figcaption><p>Invitation email for the user account</p></figcaption></figure></div>

{% hint style="info" %}
If the invited user does not receive the email, we recommend following the steps outlined in the corresponding article in the [Frequently Asked Questions](https://docs.payrexx.com/merchant/english/faq/frequently-asked-questions#faq-about-login).
{% endhint %}

The new user clicks on the invitation link in the email:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2F10syRNshosqM2uD9pQWu%2Fimage.png?alt=media&#x26;token=60076ca8-5088-4785-85f1-7a216f20efb7" alt="" width="563"><figcaption><p>Link to create the user account</p></figcaption></figure></div>

The user clicks "Accept invitation":

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FmnS0YJueulNqyUZPaBoR%2Fimage.png?alt=media&#x26;token=63402159-8ee1-4d46-a504-ef92b29ed2d6" alt="" width="537"><figcaption><p>Accepting or declining the invitation to create the user account</p></figcaption></figure></div>

Finally, the new user selects a password and completes the account setup by clicking the green button:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FNKBGj3GJmOYr74uLFdUf%2Fimage.png?alt=media&#x26;token=f04eeb2d-bccf-4008-ab37-f75fdc061d8b" alt="" width="536"><figcaption><p>Setting the password for the new user account</p></figcaption></figure></div>

{% hint style="warning" %}
Please note that the password must meet the following requirements:

* It must be at least 7 characters long.
* It must contain at least one uppercase letter, one lowercase letter, one number, and one special character.

{% endhint %}

After setting the password, the user will receive an email with a security code:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2Fe7zXHZjzObUwUeGaQcfb%2Fimage.png?alt=media&#x26;token=e8416b52-215e-4a28-99d0-3a67ab95d1f1" alt=""><figcaption><p>Security code for logging into Payrexx</p></figcaption></figure></div>

The user enters the six-digit code in the designated field and clicks "Authenticate":

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FjxbBMgp9qwRLHuc1o6mI%2Fimage.png?alt=media&#x26;token=6f759bf2-236c-4eb2-9397-76c228a90f72" alt="" width="360"><figcaption><p>Two-factor authentication to access Payrexx</p></figcaption></figure></div>

{% hint style="success" %}
The user account is now activated, and the user is logged in.
{% endhint %}

### Edit user

#### Edit own user

Hover over the row of your own user account and click the pencil icon to enter edit mode:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FShT7gnKumYzTrY5mEUqD%2Fimage.png?alt=media&#x26;token=176e0fe3-4807-48c2-9fbe-1b2f6b5746bb" alt=""><figcaption><p>Editing the own user in Payrexx</p></figcaption></figure></div>

The following settings can be configured within the user account:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2F1mQCDJ0dM1zyvmsC38G3%2Fimage.png?alt=media&#x26;token=490a6e05-50b7-45c3-b2d7-787ed5b2a61b" alt=""><figcaption><p>Configurable settings in your own user account</p></figcaption></figure></div>

1. **First name**: Change or remove your first name.
2. **Last name:** Change or remove your last name.
3. **Email:** Change your email address (the new email address must be verified via [two-factor authentication](https://docs.payrexx.com/merchant/english/account/settings/user-administration/2-factor-authentication)).
4. **Change password:** Update your password.
5. **Connect with Google:** Click the button and follow the on-screen instructions to link your user account with your Google account. Once connected, you can log in to Payrexx in the future without entering a password.
6. **Show codes:** Displays the backup codes. Tip: Store the codes securely so you can access them at any time. These codes allow you to log in to Payrexx even if [two-factor authenticatio](https://docs.payrexx.com/merchant/english/account/settings/user-administration/2-factor-authentication)n via email or SMS is not available.
7. **Add 2FA method:** Optionally, you can add an additional method for two-factor authentication. Available options include an authentication app or SMS. For more information on two-factor authentication, refer to the following article:

{% content-ref url="user-administration/2-factor-authentication" %}
[2-factor-authentication](https://docs.payrexx.com/merchant/english/account/settings/user-administration/2-factor-authentication)
{% endcontent-ref %}

8. **Recent login history:** Click the "+" icon to view the details of the last 30 logins for this user in Payrexx.

### Edit other user

{% hint style="info" %}
Only users with administrator rights are allowed to edit other user accounts.
{% endhint %}

Hover over the row of any user account and click the pencil icon to enter edit mode:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FcBUSjQqtp1N3csCbstxj%2Fimage.png?alt=media&#x26;token=9cad891f-c800-4843-850f-20fb149ef2ce" alt=""><figcaption><p>Editing another user in Payrexx</p></figcaption></figure></div>

Unlike when [editing your own user account](#edit-own-user), you can only edit the first name, last name, email address, and user role in other employees’ accounts:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FIXxPKWkru4duVVnSOCLo%2Fimage.png?alt=media&#x26;token=4d180fd7-1f99-4ad1-bb19-8b48d1764ce0" alt="" width="563"><figcaption><p>Configurable settings in another user’s account</p></figcaption></figure></div>

### Change account owner

One of the users registered in the merchant administration is always the account owner. Important [notification emails](https://docs.payrexx.com/merchant/english/account/settings/notifications) from Payrexx are sent to the email address associated with this user account:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FBZKjdRf1I1nua9OxLZgx%2Fimage.png?alt=media&#x26;token=1b67ddd6-d069-48de-9b73-51ff64f9939f" alt=""><figcaption><p>The account owner in Payrexx</p></figcaption></figure></div>

To change the account owner, hover over the user you want to assign as the new account owner, then click the middle icon of the three displayed:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FJTgTdzvhSYg7cJDwOmv7%2Fimage.png?alt=media&#x26;token=d6013463-ccb1-4569-946f-4bc0c607b6ab" alt=""><figcaption><p>Making another user the account owner</p></figcaption></figure></div>

{% hint style="warning" %}
Only users with administrator rights can change the account owner.
{% endhint %}

## User Roles

A user role is a grouping of permissions that can be assigned to one or more users. Instead of granting permissions to each user individually, roles are defined and assigned to the appropriate individuals.

* ✅ User roles ensure that only authorized individuals have access to sensitive data or functions.
* ✅ User roles help clearly define responsibilities.
* ✅ User roles ensure compliance with data protection requirements.

This section is divided into the following chapters:

* [Create a user role](#create-a-user-role)
* [Edit or delete a user role](#edit-or-delete-a-user-role)

### Create a user role

In the "User roles" tab, click on "Add a user role" to create a new role:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FoRby7XFU5doUp5n6JUFc%2Fimage.png?alt=media&#x26;token=1fea300a-6d16-4cff-a859-8540c7c2bc65" alt=""><figcaption><p>Creating a new user role</p></figcaption></figure></div>

Define the permissions you want to grant to user accounts assigned to this role. The following example illustrates a possible configuration for a role assigned to an employee from the marketing and communications team:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FtIfbwGXOq8Dfah0BlUvB%2Fimage.png?alt=media&#x26;token=fe786921-8772-484f-aae0-bfcc33e221da" alt=""><figcaption><p>Defining permissions within a user role</p></figcaption></figure></div>

1. **Role name:** Assign any name to the role.
2. **Description:** Optionally provide a description for the role.
3. **This role owns all rights:** Enable this toggle if you want the role to have full permissions. Leave it disabled if you want to assign permissions individually for different areas in Payrexx.
4. **No permission:** Select this option for areas you want to restrict for users assigned to this role.
5. **Show only:** Select this option for areas that users in this role can view but not edit.
6. **Edit:** Select this option for areas that users in this role are allowed to edit.

Click the green "Add" button to create the user role.

### Edit or delete a user role

Hover over the row of the role you want to edit or delete and select the desired action:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2F8J15iJ0ivfIiB5hAps1r%2Fimage.png?alt=media&#x26;token=2923cabf-bcde-45a6-bbfc-41e4bdab41cd" alt=""><figcaption><p>Editing and deleting user roles</p></figcaption></figure></div>

1. **Edit:** Click the pencil icon to open the role in edit mode.
2. **Delete:** Click the trash can icon to delete the role. This action cannot be undone.

{% hint style="info" %}
Please note that the "Administrator" role cannot be deleted.
{% endhint %}
