User Management
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      User Management for Yoello Pay

      The Yoello Permission System

      User Management Yoello Pay

      🔑 Our permission system allows you to control which staff can access your business account.

      FAQ Contents

       

       

      The Permissions

      If you would like as the Account Owner to add additional users to your account, you can do this in Settings > User Management.

      Please be mindful, that anyone who is granted access to the account will be able to view and update all account information.

      There are six permissions, each of which grants staff access to a set of related features if they have it. 

      No user can edit their own permissions.

      Tip: If you give someone Admin access, you only need to select 'Admin' and that will automatically give that person all permissions.

      Please click on the specific Permission Type for a more detailed view of what permission will be given if this permission is added to a user's account.

      Permission Type

      Overview
      User Management Invite new users and edit permissions. Users can only add or edit permissions that they have and cannot edit an admin user
      Admin Can create and edit other admin users and their permissions. Users with Admin permission can only be updated by other admin users and will receive all permissions
      Payment Method Management Set up your ability to take payments and view the money you’ve received
      Reporting See financial information and reports on your venues such as total income and individual item sales
      Account Settings Ability to edit any basic account details such as Trading Name, and also the ability to edit Tipping Options. 

      User Management

      Users given this permission have to have all permissions apart from the "Admin" permission. This reflects that they will be able to create users with all these permissions.

      Tip: You will need the "Admin" permission to give users the "Admin" permission.

      Tip: You will need the "Admin" permission to remove the access of users with this permission from a venue.

      • Invite new users to access a venue
      • Invite existing users to access a venue
      • Remove users who do not have the Admin permission’s ability to access a venue
      • Edit the permissions of users who do not have the Admin permission

      Back to Permissions Summary

       

      Admin

      ⚠️ Users given the "Admin" permission have to have all permissions.

      • Grant and remove the Admin permission for other users
      • Remove Admin  users who do have the Admin permission’s ability to access a venue

      Back to Permissions Summary

       

      Payment Method Management

       

      • Access to the Payment Methods page

      Back to Permissions Summary

       

      Reporting

       

      • Access to the reports page

      Back to Permissions Summary

       

      Account Settings

       

      • Access to the Payment Request page
      • Access to the Tipping Option pages
      • Access to Payment Settings Page
      • Access to the Account Details page

      Back to Permissions Summary

      Adding new users

      Whether an email address already has a Yoello login or not you can add them to your account the same way. 

      1. Click the 'Settings' button at the bottom of the page.
      2. Click the 'User Management' button.
      3. Click the 'Add New User' button at the bottom of the page.
      4. Enter the email address of the user you want to add to this account.
      5. Click 'Add User' button.
      6. After a few seconds, the modal will close and an email will be sent to the newly added user requesting them to set up an account to view this business account.

       

      Editing Permissions

      This requires the User Management Permission and can not be performed on a user with the Admin permission unless you have the Admin permission.

      1. Navigate to the 'User Management' page using the list of pages on the left of the Merchant Dashboard
      2. Scroll to the user whose permissions you wish to edit and click the 'Edit Permissions' button to the right of their list entry
      3. Tick and/or Untick the permission you wish that user to have
      4. Click 'Submit'
      5. After a few seconds, the modal will close
      6. When this user next logs in they will have their new permission set

       

       

      Removing users

      1. Click the 'Settings' button at the bottom of the page.
      2. Click the 'User Management' button.
      3. Click 'Remove' next to the user you would like removed from the account.
      4. A modal will appear asking you to confirm the removal of the users access. If you want to continue, press 'Remove User'.
      5. After a few seconds, the modal will close and the user will be removed from the account.

       

       

      If you require any further support, please contact us on support@yoello.com, or your query on this support contact form.