Accessing the Users screen

From the User Management menu you can manage your system’s user accounts. You will have the ability to add new users to your company, edit user information and delete user accounts.

Note
To access the User Management menu you must be a user that has the Manage users privilege.
Multi admin is an additional feature and if enabled on your tenant, administrator approval is required on any actions before they come into effect. It can be applied when managing users, payment profiles, and roles. See the section Multi admin for more details.

Log into Autopay Online Plus as a user with the Manage Users permission.
From the Settings menu, select Users under Management.

The Users screen is displayed, as shown below.

From the Users screen, users who have the Manage users privilege can perform the following functions:

Create a new user, using the button in the top right-hand corner of the screen, and then assign permissions to the new user.
Update an existing user's details, by clicking on that user's email address within the list of users. This includes updating permissions for that user.
By clicking the 'actions' icon ••• to the left of the user within the list of users, resend the user's welcoming email, reset their MFA details, reset their password, or delete the user.

Note
All of these actions are also available from the User page of a selected user.

Permissions

Note
Roles specify what a user can see and what actions they are able to perform on payment and collection profiles and are managed separately from the permissions described in this section.

When Autopay Online Plus is first set up, the nominated administrator (with appropriate administration privileges) will already have been created. This user can create the other users and set their privileges.

Assigning permissions to the users determines what each user can see and what actions they are able to perform.

Manage users - user can manage users (has access to the Users option under Management).
Manage modules - user can assign a user to a module.
Module access - user has access to the module.
Administrator - user has access to the administration facilities for the module. These facilities allow the user to view and configure the system settings relating to the module.

Types of users

Within Autopay Online Plus, there are 3 types of users:

Administrator (with user management) - requires the Manage users and Manage modules permissions, access to the Payments module, the Administrator option enabled, and a valid role assigned.
Administrator (without user management) - requires access to the Payments module, the Administrator option enabled, and a valid role assigned.
Non-administrator user - requires access to the Payments module, the Administrator option disabled, and a valid role assigned.

User statuses

The Status column on the Users screen contains the current status of the user.

The table below shows the different status values.

Status	Description
Active	Active user with no required actions pending.
Pending actions	• User has requested an MFA account reset. • Password has expired.
Invited	User has not yet responded to the ‘welcome’ email and completed the PTX account setup process.
Locked	• Temporarily locked - user has incorrectly entered their password or one-time passcode 5 times, and is then in a locked state for 20 minutes. • Locked - contact Support to unlock the user.

Last login

Administrators

For administrators, the Logged in on column on the Users grid contains the date and time that a user was last logged in to Autopay Online Plus. The value is also visible when viewing a user's details.

Non-administrator users

Non-administrator users can view the date and time that they previously logged in (i.e. before the current session) from the Last login field in the navigation bar in the top right hand corner.