Account Set-Up

How Do I Add a User to the Payments Portal?

Invite another trusted member of your team to your JobNimbus Payments Portal by following the steps outlined in this article.

JobNimbus recommends giving only 1 - 2 users access to your Payments Portal as they will have permission to refund customers and change bank accounts.

Future updates may include the ability to limit user access within the portal.

To add a user to your JobNimbus Payments Portal:

  1. Select the “Users” tab on the left-hand menu

    Screen Shot 2022-10-19 at 10.47.52 AM

  2. Click the “Add User” button in the top right corner

  3. Complete the fields with the new user's information when prompted
    1. Role → Select "Merchant Full Access"
    2. Username → Alphanumeric, no spaces, no special characters
    3. Add a Template → Ignore this field

  4. Users will then need to verify their email address in order to access the portal