Help > Merchants > Onboarding Guides > Bolt Setup Guides > Configure Dashboard Settings > Manage Users & Notifications

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 Overview 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:
- Failed Web Hook: Sent when a webhook fails
- Upcoming Auth Exp: Sent 24 hours before an authorization expires
- Refunded Order: Sent when an order is refunded
- Cancelled Order: Sent when an order is cancelled
- Recently Rejected: Sent when an order is rejected; includes deadline for reversal
- Chargeback: Sent when a chargeback event occurs
- Daily Settlement: Sent when a daily settlement is ready for review
- Monthly Statement: Sent when a monthly statement is ready for review
- Re-Review Complete: Sent when a re-review has been completed
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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