Adding a user

Learn how to add a user.

To add a new user to the system, follow these steps to set up the appropriate access and roles properly. This guide will walk you through the process from start to finish, ensuring a smooth and efficient user addition.

1. Before adding a user, ensure you are in the correct account.

2. Click Users and roles. The Users and roles page appears.

3. Click Add user.

4. Type the user's first name, last name, and email address in the fields.

5. Select the type of user: Client or Partner.

6. Select the role. Your options are as follows:

   • Administrator – has complete access.

   • User manager – enables management of user accounts and roles.

   • Developer – has access to the developer section: APIs, webhooks, event logs, and API logs.

   • Customer service – enables management of orders, returns, and refunds.

   • Finance Manager – enables management of finance and order screens. \

7. Click Next.

8. Click Confirm to add the user. If the user is new to the Digital River Dashboard, they will receive an activation email. If the user has access to another account in the Dashboard, they will be automatically added to the current account.