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How can I add and manage users to my company account?

Learn to invite new users, assign roles, and manage permissions easily in the Intergiro Customer Portal.

Intergiro Support avatar
Written by Intergiro Support
Updated this week

Inviting a New User


  1. Log into the Customer Portal.

  2. Navigate to "Users" in the menu and select User listing.

  3. Click "Invite user".

  4. Enter the user’s details:

    • First & last name

    • Email address

    • Role (select from available roles such as Administrator, Authorised User, or Cardholder)

  5. Submit the invitation.


Onboarding Steps for Invited Users

  • Set up a password.

  • Complete two-factor authentication.

  • Go through identity verification (SumSub link). If the SumSub verification link expires, contact support to request a new one.

  • Upload valid proof of address (utility bill, bank statement, or government-issued document, not older than 3 months).

  • Fill in all required profile details.

Tip: Once the user has received the initial invitation, they can log in and track their activation status directly in the portal.

Managing User Access


  • Suspend/Unsuspend Users: Go to the "Users" section and select the user. You can block or unblock as needed.

  • Change User Roles: Only users with Admin rights can change roles. Select the user, then click Edit to update roles or permissions.

  • Block Users: Use when a user shouldn’t have access but does not need to be removed permanently. In the users list, click the three dots by the user’s name and choose Block User.

  • Remove Users: You can remove an authorised user if they no longer need access, such as after leaving your company. Initiate removal via the portal.⁠⁠⁠⁠​

Note: Bulk invitations and removals are currently not supported. Each user must be managed individually.

Important Considerations

  • Once an invitation is sent, there is no way to "un-invite" a user.

  • Assign roles carefully, as the initial administrator is responsible for all user actions and system security.

  • Users’ permissions are subject to approval based on KYC and your account package.

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