Invite Team Members to Your Dashboard

Login to Payex’s portal #

• Log on to our portal at https://portal.payex.io/Home, and key-in your credentials.

Select “Users” #

• Click “Users“

Create user group #

• Click “Create”

Fill out user group’s details #

• Fill out the relevant details:

a. Name – fill out the name of your user group
b. Access Control – select the relevant access control for this user group
c. Default Group – toggle right the button if you would like to make this group as default group

• Click “Confirm” to add the user group

Edit user groups #

• You can edit and view the related users
• Toggle left the button to deactivate the user group

Create users #

• Click “Users”
• Click “Create”

Fill out users’ details #

• Fill out the relevant details and share the email and password to the user
• Select the relevant user group for the user
• Click “Confirm”

Edit the users #

• You can edit / view / reset password
• Toggle left the button to deactivate the user