Manage Users & Notifications
Admins and Developers can manage users of their Merchant Account from the Bolt Merchant Dashboard.
Role Permissions
| Role |
View Transactions |
View Statements |
Take Order Actions |
Use Virtual Terminal |
View Dev Tab |
View Analytics Tab |
Manage Users |
Update Logo |
Set Up ACEs |
View ACEs |
| Administrator |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Developer |
✓ |
|
✓ |
|
✓ |
|
✓ |
✓ |
✓ |
✓ |
| Analyst |
✓ |
✓ |
|
|
|
✓ |
|
|
|
✓ |
| Support |
✓ |
|
✓ |
✓ |
|
|
|
|
|
✓ |
| Viewer |
✓ |
|
|
|
|
|
|
|
|
✓ |
How to Manage Users
Create a User
- Log into the Bolt Merchant Dashboard.
- Navigate to Settings > Users.
- Select Invite User.
- Enter the user’s email address.
- Choose the user’s role.
- Choose which Email Notifications the user will receive:
- Select Send Invite.
The user then receives an invitation email to create their account on your Bolt Merchant Dashboard.
Edit a User
Email addresses cannot be edited. Additionally, First Name, Last Name, and Permission Level cannot be modified if the user is your Primary Administrator.
- Log into the Bolt Merchant Dashboard.
- Navigate to Settings > Users.
- Select Edit next to a user’s email address.
- Modify user profile information.
- Save.
Delete a User
- Log into the Bolt Merchant Dashboard.
- Navigate to Settings > Users.
- Select Delete next to a user’s email address.
- Select Delete again to confirm.
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