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2-Minute Demo

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Invite Team Members

1

Navigate to “Enterprise settings” and select the “Users & permissions” tab

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 [email protected]

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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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Disabling Users

To disable a user’s access to Monitor:

1

Navigate to “Enterprise settings” and select the “Users & permissions” tab

2

Select 'Edit' for the user you'd like to disable from the list

3

Toggle their status from 'Active' to 'Inactive'

4

Select 'Save Changes'

Once completed, you’ll notice in the users list that the user’s status is now set to “Inactive”. Inactive users will no longer be able to log in to Monitor.

Need to restore access? Simply follow the same steps to toggle the status back to “Active”.

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