Platform

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

How do I add an user?

Agents exist in the system for two licenses;

  1. Capturing an User ID number when using the Paytia service by telephone handset only
  2. Providing the user access to the Paytia SAgent Capture Assist web form application.

When you add a new user you will be required to;

  1. Select the department the user will report to for any email transaction reporting
    How do I add an user? - step 2
  2. Add an email ID to the user
    How do I add an user? - step 3

  3. Add the three digit User ID (this is your choice how you wish to allocate these numbers)
    How do I add an user? - step 4
  4. Add the name of the user (this is for administrative functions and reporting only)
    How do I add an user? - step 5
  5. Add a telephone number (this is not required and again is currently for record keeping only)
    How do I add an user? - step 6
  6. 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)
    How do I add an user? - step 7
  7. 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.

How do I add an user? - step 8


user accessconfigurationadd userconfigureuserconfig

More in Platform

How do I add extra sub administrative users?

How to Add Extra Sub-Administrative Users in Paytia If you need to add users with limited administrative access to Paytia's Agent Capture Assist, follow the steps below. Sub-administrators can only access specific menu options assigned to their role. ...

How do I find my transactions?

Looking at transaction reports for payments you have taken There are two transaction reports merchants and users can use to check payments taken. 1. The merchant administrative portal - this holds the consolidated transaction and payment history ...

How do I schedule reports?

Scheduling Reports in Paytia This guide provides step-by-step instructions to schedule reports within the Paytia platform, ensuring timely delivery of essential data to your team. Step 1: Access the Report Scheduler Log in to your Paytia Account: ...

Find & use the Whisper Announcement feature

How to Find and Use the Whisper Announcement Feature The Whisper Announcement feature informs users that an incoming call is related to a Paytia inbound payment. This is done by playing a short double beep at the start of the call. Follow these steps ...

Log information

What Can You Do with the Log Information Menu? The Log Information menu on the Paytia platform provides access to detailed records and logs related to transactions, third-party integrations, and telephone calls. This menu includes sub-menus for ...

Manage numbers list

This article discusses the Manage numbers list category and how to assign inbound/outbound calls to your users while still using the numbers you've assigned. It covers the following: The Manage Numbers list Paytia service Number type Additional ...

Still need help?

Our support team is here to help. Submit a ticket and we'll get back to you within one business day.