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2-Minute Demo

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Invite Team Members

1

Navigate to the “Enterprise Settings” page

2

Click on “+ New User” in the top right corner of the page

3

Fill in the team member’s details, select a role, and create

Once created, new team members can expect the following:

  1. Receive an email with a login link

  2. Prompted to setup 2FA along with their Monitor password

Login link expired? Simply navigate to Monitor and select “Forgot Password” at the login page.

A few notes to keep in mind as you invite team members:

  1. Updating roles: The role assigned to a user can be updated at any time, but can only be updated by Admin users.

  2. Inviting new team members: Only Adminusers can invite additional team members. Orum will create your initial Admin user.

  3. 2FA support: If there are any issues with 2FA or a team member needs to reset their 2FA, please reach out to service@orum.io

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User Roles & Permissions

AdminPayment InitiatorDeveloperRead Only
Creates Users, Assigns Roles✅---
Create API Keys & Webhooks✅-✅-
Manual Payment Initiation✅✅--
Bulk File Uploads✅✅--
View all Data & Reports✅✅Sandbox Only✅
View enterprise users✅-✅✅
View API Credentials✅-✅-
Create/update API Credentials✅---
Create/update entities & accounts✅✅Sandbox Only-

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