Inviting a New User
Log into the Customer Portal.
Navigate to "Users" in the menu and select User listing.
Click "Invite user".
Enter the user’s details:
First & last name
Email address
Role (select from available roles such as Administrator, Authorised User, or Cardholder)
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.