How can I create a login on the Client Panel for a member of my team?

Only logins with the Administrator role can create other logins for their team. When a login is created, you can give different accesses within the NuPay For Business system, according to the profile determined for each one. 

• To create a new login you must access the NuPay For Business Client Panel and click on the "users" tab: 
• You will be redirected to this screen, where you should click on the "Add" button:
• Fill in the fields with information about the new user;
• In the "role" field, establish which access profile the new login will have. The available profiles are:
• Administrator - has permission to view all the information available in the Client Panel: financials, orders and credentials. You can also create and manage other profiles, and request refunds.
• Financial - can view information about orders, reconciliation reports, and request refunds.
• Developer - can access information about orders, refunds, and view the list and details of credentials.
• Operations - accesses information about orders and refunds. 

• Once the role is defined, simply click "Add":

That's it! After following this step by step, you have succeeded in creating a new login.

Now, the new user will receive a login activation email that must be accessed within 5 business days. If not, the activation link will expire.

In this circumstance the user can access the NuPay For Business Customer Panel and click on "Forgot my password".  A new link will be sent to the user's email address which will also act as an activation email.