Managing Users

The Users tab allows you to add new users, edit their settings and manage their accessibility. For existing users, you can change/edit their roles at any time by clicking on the Users tab and selecting the user. During the onboarding process, the Store Admin’s account will be created. Once you have access to your admin account, follow the easy steps below to create users and customize their roles.

Only Admin Users can access this feature.

Step 1:

• Click on “Users” located on the bottom, left side of the navigation menu. 

• Click on the + Create Users button located under the “Users” title.

Step 2:

• Enter the user’s email address and click “next”, this will also be their username.

• Continue to enter their first and last name and select their role.

Step 3: 

Understanding roles and their actions. 

There are 4 types of roles; Admin, Write, Create, and Read.

1. Read users can:
   1. View the data in iCorePay
2. Create users can:
   1. Everything read users can
   2. Create invoices
   3. Pay invoices
   4. Setup payment plans (without customization!)
3. Write users can:
   1. Everything create users can
   2. Cancel invoices
   3. Refund invoices
   4. Setup custom payment plans
4. Admin users can:
   1. Everything write users can
   2. Create/manage users including password resets
   3. Manage location configurations
   4. Manage payment methods
   5. Delete invoices

Step 4:

• The user will receive an email with login instructions from iCorePay support. 
• They must click on the link and follow the prompts to complete their account.
• A new user must access the emailed login instructions within a 48-hour time limit starting from the time the admin adds the user.
• If the link becomes invalid, send the user a password reset

Managing Existing Users:

By clicking on the user you have access to perform the following actions below: 

Accessible to Admin users only. 

• Overview – Edit the user’s role and name if needed.
• Reset Credentials – Send the user a reset password link and/or a reset two-factor authentication link via email.
• Remove User – Delete the user from your practices.  

 Removing a user removes their access from all practices they have access to. If you need to remove a user from some but not all your practices, please reach out to Support.