Onboarding a User

Users can be added to any Parent or Merchant account. Each user receives a login to the Optty dashboard scoped to that account. The process is identical for both Parent and Merchant accounts.

There are two key settings to configure when creating a user:

• Is User Admin — when enabled, this user can add, edit, and deactivate other users within the same account.

• Send a welcome email — when checked, the new user automatically receives an email containing their login credentials. When unchecked, you are responsible for sharing the credentials manually.

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1. Navigate to the Account's Management Page

Select Partners Management or Merchants Management in the left sidebar, depending on which account you want to add a user to.

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2. Open the Manage Users Modal

Locate the Partner or Merchant row in the list and click Manage Users in the Actions column.

Manage Users modal with Add User button highlighted

What you see: The Manage Users modal opens, listing any existing users on the account.

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3. Click Add User

Click the Add User button in the top-right corner of the modal.

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4. Complete the Add User Form

The Add User form appears. Fill in all required fields.

Add User form with Is User Admin toggle and Send welcome email checkbox highlighted

📋 Is User Admin: A user with admin rights can add, edit, and deactivate other users for this account — including creating further admin users.

📧 Welcome Email: If Send a welcome email is unchecked, you are responsible for sharing the login credentials with the new user securely.

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5. Configure and Submit

Fill in all required fields. Toggle Is User Admin on if this user should be able to manage other users on the account. Check or uncheck Send a welcome email as appropriate. Click Add User.

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6. Confirm the User Was Created

A green "User Created Successfully" notification appears at the top right of the screen. The new user now appears in the Manage Users list with Edit and Login As buttons in their row.

User list showing newly created user with Login As button highlighted