How to Add New Users to Your Portal Account

Created by Diana Miller, Modified on Thu, 16 May at 7:42 AM by Brian Cummings

Adding new users to the portal account will provide access and collaboration among team members. The following will guide you through the essential steps of adding new users to your portal account.

STEP 1: Log in to the Prep It Pack It Ship It Portal.

STEP 2: Navigate to the "Merchant Settings" page.

STEP 3: Select "Users".

STEP 4: Enter the email address of the team member that you wish to add.

STEP 5: Select which "Role" they play in your business. The 'Client Assistant' role prevents the member from viewing and changing payment methods.

STEP 6: Select "Send Invitation".