> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ecrypt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mange Users

The User Management module under Settings → Account Settings is where you onboard team members, control which merchant accounts they can access, and define exactly what they can do inside Ecrypt. Users can range from a single-merchant employee who only processes sales, to an administrator with reporting, configuration, and fraud-prevention authority across every merchant in your portfolio.

This guide covers the user list, the Add/Edit Account flow, the full permissions matrix, and the lifecycle actions (reset password, delete) you can take on existing users.

***

## Navigation

From the left sidebar:

**Settings → Account Settings → User Management**

The page lists every user currently provisioned in your portfolio.

***

## User List

| Column     | Notes                                                                                             |
| ---------- | ------------------------------------------------------------------------------------------------- |
| Username   | The user's login handle. Click the column header to sort ascending/descending.                    |
| First Name | First name from the user's profile.                                                               |
| Last Name  | Last name from the user's profile.                                                                |
| Email      | Email address used for login notifications and password resets.                                   |
| Action     | Per-row buttons: **Edit** (opens the Edit Account panel) and **Delete** (opens a confirm dialog). |

Top toolbar:

* **+USER** button (top right) — opens the Add Account flow.
* **FILTERS** — opens the Table Filters panel.
* **CLEAR FILTERS** — resets any active filter.
* **Rows per page** — 10 / 25 / 50 / 100, with pagination arrows at the bottom right.

### Filters

Click **FILTERS** to open the Table Filters panel:

| Field       | Notes                                     |
| ----------- | ----------------------------------------- |
| Filter By   | Username, First Name, Last Name, Email.   |
| Filter Type | Contains, Equals, Starts With, Ends With. |
| Value       | Free-text input for the search string.    |

Click **+ ADD FILTER** to stack multiple filter rows, then **APPLY FILTERS** to run them.

***

## Add Account (+USER)

A two-step slide-out for provisioning a new user.

### Step 1 — User Information & Merchants

Header text: "Streamlined onboarding for new team members simplifies user setup and access control, effectively granting them the necessary access and defining their capabilities."

**User Information**

| Field         | Required | Notes                                                                                                        |
| ------------- | -------- | ------------------------------------------------------------------------------------------------------------ |
| Username      | Yes      | Unique login handle.                                                                                         |
| User Type     | Yes      | Dropdown: **Employee** (default), **Manager**, **Administrator**. Sets the baseline of what the user can do. |
| First Name    | Yes      |                                                                                                              |
| Last Name     | Yes      |                                                                                                              |
| Mobile Number | No       | Used for SMS authentication.                                                                                 |
| Phone Number  | No       | General contact number.                                                                                      |
| Email Address | Yes      | Used for login, password reset, and notifications.                                                           |

**Merchants**

A searchable checkbox list of every merchant account in your portfolio. Check the merchants this user is allowed to access. Use the **All** checkbox at the top to grant access to every merchant at once. Use the search box ("Search for a merchant") to narrow the list.

Click **NEXT** to continue, or **CANCEL** to discard. Validation errors ("This field is required") appear in red beneath any missing required field.

### Step 2 — Permissions

The second step grants granular per-feature permissions. Every checkbox here corresponds to a specific capability inside Ecrypt.

**Copy Permissions from Another Employee**

A dropdown at the top of the panel that lets you select an existing user and clone their entire permission set onto the new user. Tooltip text: "The functionality allows users to replicate or duplicate the access permissions of another employee by selecting their name from a dropdown menu."

This is the fastest way to provision a user who needs the same access as an existing teammate.

**Permission Groups**

| Group             | Permissions                                                                                       |
| ----------------- | ------------------------------------------------------------------------------------------------- |
| Transactions      | Authorize, Sale, Credit, Capture, Void, Reporting, Invoicing                                      |
| Customer Vault    | Create Customers, Delete Customers, Charge Again                                                  |
| Fraud Prevention  | Manage Security Settings, Manage Velocity Filter, Manage IP Allowed                               |
| Developer Tools   | Manage Security Keys, Manage Webhooks, Manage Hosted Payments, Manage Buy Now                     |
| Terminal Settings | Manage Taxes, Manage Devices, Manage Merchant Defined Fields, Manage Subscriptions                |
| Account Settings  | Manage Receipts, Manage Look and Feel, Manage Company Information, Manage Locations, Manage Users |
| Notifications     | Receive Settlement Summaries, Receive Recurring Reports, Account Updates, Receive Notifications   |

The Notifications section is tagged: "If email address is provided" — they only fire if Step 1 captured a valid email.

**User Information (Preview)**

At the bottom of Step 2 you'll see a read-only preview card summarizing the user that's about to be created: Username, Email Address, Full Name, Phone Number, Mobile Phone Number.

Click **SAVE USER** to create the account, or **BACK** to return to Step 1 and edit details.

**Tip:** Granting **Manage Users** under Account Settings effectively makes the user an administrator of other users — they can create, edit, and delete teammates. Reserve this for owners and trusted leads.

***

## Edit Account

Click **Edit** on any row to open the Edit Account slide-out. The layout mirrors Add Account but with a few differences:

* **Username** is displayed as read-only text — usernames cannot be changed after creation.
* **Mobile Number** is read-only with the note: *"Mobile number is linked to SMS authentication and can only be updated by the user through their own profile to re-verify their number."*
* **Reset Password** link appears in the top-right of Step 1.
* **User Type, First Name, Last Name, Email Address, Phone Number, and Merchants** are all editable.
* Step 2 lets you re-tune any permission checkbox.

Click **NEXT** to advance to Permissions, then **SAVE USER** to apply changes, or **BACK** to return to Step 1.

### Reset Password

Clicking the **Reset Password** link opens a confirmation dialog:

> Are you sure you want to reset this user's password? User will receive an email with instructions to reset their password.

Buttons: **YES** / **CANCEL**.

The user will get an email with a reset link — you never see or set their password directly.

***

## Delete User

Clicking the red **Delete** action on a user row opens a confirmation dialog:

> Are you sure you want to delete this account?

Buttons: **DELETE** / **CANCEL**.

Deletion is immediate and removes the user's ability to log in. Historical transactions and audit entries created by the user remain in the system under their old username for reporting purposes.

***

## Tips & Best Practices

Use the **User Type** field as a coarse-grained label (Employee, Manager, Administrator) and the **Permissions** checkboxes for the actual access logic. The User Type doesn't auto-grant permissions on its own — every capability still needs to be explicitly checked in Step 2.

The **Copy Permissions from Another Employee** dropdown is a huge time-saver when onboarding multiple people for the same role. Set up one "template" user with the exact permission profile you want (e.g., "Front Desk", "Bookkeeper", "Owner"), then clone from that user every time you add a new teammate in the same role.

Be deliberate about which **Merchants** you assign in Step 1. A user with broad permissions but only access to one merchant can't accidentally touch transactions or settings in other merchants. This is the primary mechanism for multi-merchant isolation.

When in doubt, follow the principle of least privilege: start a user as **Employee** with the minimal Transactions permissions (e.g., just Sale and Reporting) and expand from there as they demonstrate need. Granting **Delete Customers**, **Manage Security Keys**, **Manage IP Allowed**, or **Manage Users** to a wide audience increases your exposure to mistakes and insider risk.

Mobile numbers can only be updated by the user themselves because they're tied to SMS-based authentication. If a user changes phones, they'll need to log into **My Profile** to re-verify the new number rather than asking an admin to update it for them. Use the **Reset Password** flow rather than asking users to share credentials — it sends them an email-based reset link and never exposes the password to anyone.