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How do I add an user?

There are two licence types. Phone-only users just need a User ID and PIN; full Agent Capture Assist users get the web form. Here's what each one needs from you.

Adding agents for capturing User ID and security pin

How do I add an user — adding agents capturing 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 — add new user required
  2. Add an email ID to the user
    How do I add an user — select department user report

  3. Add the three digit User ID (this is your choice how you wish to allocate these numbers)
    How do I add an user — add three digit user
  4. Add the name of the user (this is for administrative functions and reporting only)
    How do I add an user — add name user administrative
  5. Add a telephone number (this is not required and again is currently for record keeping only)
    How do I add an user — add telephone number required
  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 — choose user see option
  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 — completed above proceed click


user accessconfigurationadd userconfigureuserconfig

More in Platform

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Sub-administrators only see the menus you give them. You build a role first, decide what it can reach, then attach users to it.

How do I find my transactions?

Two reports for two audiences. The admin portal holds the consolidated payment history; Agent Capture Assist shows agents their own transactions and lets them reuse one for a repeat payment.

How do I schedule reports?

Scheduled reports land in your team's inbox without anyone having to remember to run them. Here's how to set a schedule up, and how to check the ones already running.

How to Find and Use the Whisper Announcement Feature

The whisper announcement plays a short double beep at the start of an incoming call, so whoever answers knows it's a Paytia payment call before they say a word. Here's where the setting lives and how to switch it on or off.

Log information

Log Information holds four things: transaction logs, third-party logs, call records and third-party webhook logs. Here's what each one is for and when you'd reach for it.

Manage numbers list

Importing numbers in bulk with a CSV, and assigning inbound and outbound calls to users across the different Paytia number types.

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