User settings

Reset your password

Follow the steps below to learn how to reset your password:

  1. Go to
  2. Under the Login prompt, click on the ‘Reset password’ text
  3. You will be required to input your email address, in order for Dashboard to send you instructions with a temporary password, as well as instructions on how to reset your password permanently.
  4. Once you have input your email address, click ‘Send Email’.
  5. An email will be sent to the entered email address with further details and a link to reset your password.

User permissions

User RolePermissions
Merchant Admin Merchant Admin - View transactions
- View dashboard
- Create/edit/delete users
- Initiate password reset for users
- Merchant Admins assigned to a company can view all locations of that company
- View company and location details
- View/edit location settings, such as receipts
Merchant User- View transactions
- View dashboard
- Merchant Users assigned to a company can view all locations of that company

Add a new user

  1. Log into Dashboard
  2. Navigate to the ‘Users’ tab
  3. Click ‘Add User’ in the top right-hand of your screen, or near the left in the “Find Users” column. If you have multiple locations, you will want to filter by Account first.
  4. Input the user’s credentials into all the highlighted fields. The ‘Permission Role’ filed must be selected based upon what permissions you want the user to access.
    • Merchant Admin: The user will be able to create other users, view transactions, reset passwords
    • Merchant User: The user will be able to view transactions, reset their password
  5. Once you have filled out the user’s credentials, click ‘Save’
  6. An email will generate to the newly created user, prompting them to set up their Dashboard password and confirm their account.

Update your password

  1. Log into Dashboard
  2. Navigate to the ‘Settings’ tab
  3. Once in Settings, go to ‘My Profile’
  4. Click on the ‘Change Password’ box
  5. Input your current or old password into the Current Password field, then create a new password complying with the password requirements. Then click ‘Reset’.
    • For additional security, we recommend:
      • Not re-using any of your previous passwords
      • Changing your password every 90 days
    • Note: if you have repeated, failed login attempts on your account, you will be temporarily locked out of your account