Manage Users & Notifications

Admins and Developers can manage users of their Merchant Account from the Bolt Merchant Dashboard.

Role Permissions

How to Manage Users

Create a User

1. Log into the Bolt Merchant Dashboard.
2. Navigate to Settings > Users.
3. Select Invite User.
4. Enter the user’s email address.
5. Choose the user’s role.
6. 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
     • Alert on last business day before expiration: Sent on last business day (e.g. Friday if expires on Monday) before an authorization expires
     • Alert 2 days before expiration: Sent 48 hours before an authorization expires
     • Alert 3 days before expiration: Sent 72 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
   • Pre-Auth Failure: Sent when your Merchant API service returns 3 500 errors (bad responses, time outs, internal server errors) within a 24-hour period
7. Select Send Invite.

The user then receives an invitation email to create their account on your Bolt Merchant Dashboard.

Edit a User

1. Log into the Bolt Merchant Dashboard.
2. Navigate to Settings > Users.
3. Select Edit next to a user’s email address.
4. Modify user profile information.
5. Save.

Delete a User

1. Log into the Bolt Merchant Dashboard.
2. Navigate to Settings > Users.
3. Select Delete next to a user’s email address.
4. Select Delete again to confirm.