Adding a new user - ZEN panel documentation

The Merchant portal my.zen.com allows for quick and intuitive addition of new users, who will automatically be linked to the company’s main account.

Please note that inviting a new user does not mean they are automatically activated in the system. Depending on the country of registration, account settings, and the user’s permissions, an additional verification process may be required before the user is granted access to the Merchant portal.

If the administrator inviting the new user has access to more than one company within the my.zen.com Merchant portal, the new user’s access will be limited strictly to the company context that the administrator was using at the time of creating the invitation.

To invite a new user to the portal:

Using your unique credentials log in to your my.zen.com Merchant panel

Go to 'My company' section

Click account icon to enlarge account menu and then choose "My company" option.

Go to 'Team members' section

Click "Manage" button related to the "Team members" section.

Choose `Add a new user`

Click the “+” icon (the top right corner of the screen) to open a new window.

Fill in the user details

Fill in the details of the user you want to invite.

Make sure the entered data is accurate. Incorrect information may prevent the new user from logging in or using the portal.

Choose the user role(s)

From the dropdown list, select one or more roles you want to assign to the new user.

Select the bank accounts

Select the bank accounts the user should have access to. Choose the “all accounts” option to grant access to all accounts linked to the corporate account or choose “specified accounts” if you want to select only certain accounts associated with the main corporate account.

Selecting the second option will open a new window where you can specify one or more accounts you wish to grant access to.

For security reasons, we recommend exercising caution when assigning access to bank accounts for new users.

Confirm the data

Confirm the declaration of data accuracy. To do so, check the box related to the declaration confirming the completeness and truthfulness of the entered information.

Click the “continue” button to send the invitation to the new user.

The newly invited user will receive an email at the address provided in the form, through which they can accept the invitation and log in to their my.zen.com account.

If the user does not accept the invitation, they will not be able to access the my.zen.com portal.

Example of the e-mail invitation

Until the new user accepts the invitation and is activated in the system, you can find them in the "Team members" section, under the "Invited" tab.