Invite & block users

How to Assign Roles & Permissions

Discover step-by-step instructions on how administrators can proficiently assign roles and permissions within the Payrails system. This section offers insightful guidance for effective user access management.

📘

To manage other users' roles, you must have the ADMIN role assigned to your account.

Step 1: Log into the Merchants Portal

Begin by logging into the Merchants Portal using your credentials.

Step 2: Navigate to the /users Page

Once logged in, navigate to the "/users" page. This page provides an overview of all registered users within the system.

Step 3: Select User and Assign a New Role

• Identify the user for whom you want to assign a new role.
• Select the user's profile to access their details.
• Locate the option to assign roles.
• Choose the desired role from the available options.
• Save or confirm your selection to apply the new role to the user.

Optional Step: Block a User

If needed, you can also block a user to restrict their access to the portal. A blocked user won't be able to access the portal until you unblock them.