A merchant can manage permissions for the users of their Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the Manage Access Management page.

The User Access Management page lists the users that have been added through Wise-Sync.

Adding a User in Wise-Sync

New users will need to added in Wise-Sync. For more information on adding a user in Wise-Sync, see Configure Wise-Sync Users

How do I get there? 

To configure Wise-Pay User Access, click Configure from the top menu and select User Access Management. 

What do I do?

When a user is successfully added to Wise-Sync, it appears automatically in Wise-Pay. Ensure that the desired role is set for the user. Here's how to do it:

  1. The following table describes the pages accessible to each role.

    Is Merchant Admin: Enables the user to configure merchant account settings like configuring merchant bank accounts

    Allow Company Access: Enables the user to manage payers and related operations, such as adding a payer credit card.

  2. Click Save 

Use the table to determine the best user role for someone you’re inviting into your organisation.


Is Merchant Admin
Allow Company Access
Payer
Dashboard



Outstanding Payments
Scheduled Payments
Automatic Payments

Past Payments
Scheduled Payment > Check Request
Scheduled Payment > Cancel Payment
Schedule Payment > Download PDF
Schedule Payment > Show Details

Past Payments > Print Invoice
Past Payments > Print Surcharge
Past Payments > Show Details

Transaction Failure > Mark as Resolved

Transaction Failure > Fix

Transaction Failure > Show Details

Unprocessed Payments

Unmatched Auto-Payments

Configure



Manager User Access Rights


Edit / Configure your Merchant Details


Enable and Configure Automatic Payments


Edit Terms and Disclaimers


Update Branding


Payer Admin



Add Payer


Delete Payer


Edit Payer's Account


Add Bank Account

Delete Bank Account

Update Bank Account

Add Credit Card

Delete Credit Card

Update Credit Card

Allocate Automatic Payment Terms

Rename Payer Company


Delete Auto-Payment Terms


Pay Now



Schedule Payment (Bank Account)
Download PDF
Transaction History
Search for Payments
Search for Automatic Payments

Settings



My Details


Saved Credit Card

Save Bank Details

Help



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