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User Administration

Learn how to manage user accounts, assign permissions, define roles, and enhance the security of your Payrexx account by setting up two-factor authentication.anage the users of your Payrexx instance.

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

Depending on the plan you have activated, different numbers of user accounts are available in Payrexx:

The user management section in Payrexx is divided into the two areas users and user roles.

Users

In the "Users" tab, the following settings can be configured:

Overview of the "Users" tab in the user administration of Payrexx

  1. User overview and management: Overview of the currently created user accounts. By clicking on an account, you can make changes.

  2. Add user: Add a new user. A newly created user will receive an email with a link to log in and set a password.

If the invited user does not receive the email, it is recommended to check the spam folder. If the email ended up in the spam folder, please mark the sender's address as "not spam."

Editing a user

Hover over the desired user and click the edit icon to make changes to the account:

Editing a user in Payrexx

In the user detail view, the following settings can be configured:

  1. User information: Define the user's first name, last name, email address, and password.

  2. Connected networks: Connect a Facebook or Google account to enable automatic login to Payrexx without entering a password.

  3. Two-factor authentication (2FA): Add an extra layer of security using an authenticator app or SMS.

For security reasons, email-based two-factor authentication is enabled by default for every account. This email verification cannot be removed.

  1. Recent login history: Displays the last 30 login attempts made by this user.

User settings in Payrexx

Account owner

One of the registered users is always the account owner:

The account owner of the Payrexx instance

All important emails from Payrexx are sent to this email address.

To change the account owner, hover over the desired user and click the middle of the three icons. This will designate the user as the new account owner.

Making another user the account owner

User Roles

The "User roles" tab provides an overview of the registered user roles, with "Administrator" and "Employee" being system-generated roles that cannot be deleted.

Overview of user roles in a Payrexx account

Administrator

This user role has all permissions.

Employee

This is the default role for users without administrative rights.

The "Test" role in the example above is a role created by the merchant.

Add a user role

By clicking on "Add a user role," you can create and define custom roles. The following settings can be configured:

Creating a user role and assigning permissions

  1. Role name: Assign any name to the role.

  2. Description: Describe who or what the role is intended for.

  3. This role owns all rights: Enable this toggle to grant all the listed permissions.

  4. Permission for: Select for each individual function, tool, or setting whether users assigned to this role should have permission or not.

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