User management in your professional Viva.com account allows you to organize your team's responsibilities and access rights, tailoring them to your business needs. You can easily create new users, assign them specific roles, and grant them access to physical or online stores. Additionally, you have the ability to edit permissions or delete users as needed. Follow the instructions below for proper user management.
➤To do so:
Log in to your primary account.
Click on Settings in the left navigation and select users
Click on the Add user button to Add new employee users:
In the pop up window
First and Last name
the Country of Residence
Mobile phone number
email address
Date of Birth
City of Birth
Country of Birth
the User roles
and the payment sources this employee has access to from the Show/ Manage transactions from
Confirm that the data entered is complete and correct and click on the Create button.
The available options are:
View balance
Allow refunds
Make sales
Manage account
Chat with support
Send money
Allow bank transfers
Manage Employee Cards
Allow virtual Terminal*
Allow OCT*
Allow PayOut*
*Under certain conditions
➤To access and adjust the roles for an employee:
Click on the Edit button against the required user.
The Edit User dialog box is displayed:
In the User Roles field, delete any roles that are no longer applicable, then from the dropdown, choose new or amended permissions one at a time for the user.
Click on the Update button to save the changes.
➤How can I delete an employee user?
If you are the business owner or a user with an account management role, you have the option to delete one or more users through the viva.com platform. To delete a user, follow the steps below:
Log in to your business viva.com Account
Select Settings and Users
Find the user you want to delete in the list and select Delete
Select YES in the pop up window
The "User deleted" message appearing on the right hand side of the screen confirms the user deletion.
💡 Useful Information!
Deleting an employee user is an irreversible action.