Managing Permissions

Manage how your team uses your business’s Wallet

Tip: Delegate roles and responsibilities to others by adding new team members, and create “Representatives” in your Digital Wallet for visitors to contact.

Pro Tip: Depending on your business, you might want to create a separate user to represent an entire team or department, which customers can contact with questions or problems. For example, creating a new user called “Sales” and another user called “Customer Support”, then toggling both to “Public Representative” will make them both appear in your digital wallet. This allows your users to save the contact info for these teams to their personal address book for later use.

  1. Select Change Settings

  2. Click on Security

  3. Then click on Manage Users

The "Manage Users" page is where account permissions for team members are set. Here is where you can edit existing user permissions and add new team members.