2-Minute Demo
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
- Receive an email with a login link
- Prompted to setup 2FA along with their Monitor password
Login link expired? Simply navigate to Monitor and select “Forgot Password” at the login page.
- Updating roles: The role assigned to a user can be updated at any time, but can only be updated by
Admin
users. - Inviting new team members: Only
Admin
users can invite additional team members. Orum will create your initialAdmin
user. - 2FA support: If there are any issues with 2FA or a team member needs to reset their 2FA, please reach out to [email protected]
User Roles & Permissions
Admin
Admin
Can view all data and execute all actions in Monitor. There are no restrictions for this user, and there are no limits to the number of admin users that can be created.
Payment Initiator
Payment Initiator
Can complete most actions within Monitor (see the below table for a complete list) and view almost all data available.
Developer
Developer
Can view data in Monitor and complete actions related to API operations.
Read Only
Read Only
Can view data in Monitor but are unable to complete any actions.
Admin | Payment Initiator | Developer | Read 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 | - |
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'
Need to restore access? Simply follow the same steps to toggle the status back to “Active”.