How do I add an user?
Adding agents for capturing User ID and security pin Agents exist in the system for two licenses; Capturing an User ID number when using the Paytia service by telephone handset only Providing the user access to the Paytia SAgent Capture Assist web ...
Adding agents for capturing User ID and security pin
Agents exist in the system for two licenses;
- Capturing an User ID number when using the Paytia service by telephone handset only
- Providing the user access to the Paytia SAgent Capture Assist web form application.
When you add a new user you will be required to;
- Select the department the user will report to for any email transaction reporting
- Add an email ID to the user
- Add the three digit User ID (this is your choice how you wish to allocate these numbers)
- Add the name of the user (this is for administrative functions and reporting only)
- Add a telephone number (this is not required and again is currently for record keeping only)
- Choose if the user will see option buttons for Inbound, Outbound or Blended calling for payment handling (Outbound will not be visible unless the Outbound Calling license has been purchased)
- Setting real-time payment receipts
By default, real-time transaction alerts are sent to the administrator and all users. In order to remove these untick the Realtime Receipt checkbox under Departments and Users. (For existing users, click on edit option against the relevant user in the Action section.
When you have completed the above, you can then proceed to click on the bottom right button which will complete the adding of the user.
More in Platform
Access E-mails sent log
Instructions for Accessing and Managing the Email Sent Log in Paytia The Email Sent Log in Paytia provides a comprehensive report of all emails sent from your account via Paytia’s payment platform. This includes tracking the delivery status of ...
Access third-party webhook logs
What Does the Third-Party Webhook Log Show? The Third-Party Webhook Log provides a comprehensive view of all data received from third-party systems into the Paytia platform. This data is filtered by the unique X-PAYTIA-API Key, which is specific to ...
Call presentation
Navigating Call Presentation Settings on Paytia This guide explains how to configure the Call Presentation, Payment System Voice Assistance, and Whisper Announcement settings on the Paytia platform. 1. Accessing Call Presentation Settings Log in to ...
Call records report
Call Records Report Guide The Call Records Report provides detailed information about telephone calls and transactions processed through the Paytia system. Below is an instructional guide on how to access, navigate, and utilize this report ...
CDR details view
Call Detail Records (CDR) View in Paytia Overview The Call Detail Records (CDR) View provides a detailed breakdown of every call processed through the Paytia system. This feature allows users to access a logged record of each event occurring during ...
Customer record management
Managing Customer Data in Paytia Overview Paytia offers a structured approach to customer data management, allowing administrators to import, export, edit, and classify sensitive information securely. This guide outlines the steps for managing ...
Still need help?
Our support team is here to help. Submit a ticket and we'll get back to you within one business day.