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How to Manage Your Team in Prahsys Merchant Dashboard

Video tutorial: find a team member, invite a new user, manage pending invites, and remove a user from the Team tab, with quick steps and a full transcript.

Learn how to manage who has access to your Prahsys dashboard: find a team member, invite someone new, and remove access.


What This Video Covers

  • User Management — Click Team in the sidebar to see everyone who can sign in to your dashboard, with their email address and user ID.

  • Finding a team member — Search by name or email address.

  • Inviting a new user — Send an email invitation to join your dashboard.

  • Pending invites — See who hasn't accepted yet, and revoke an invitation sent to the wrong address.

  • Removing a user — Take away someone's access to your dashboard.

  • Support — Message our team from the chat bubble in your dashboard. Learn more →

Video Transcript

Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to manage your team: find a team member, invite a new user, manage pending invites, and remove a user.

In the sidebar, click Team. The User Management page lists everyone who can sign in to your dashboard, with their email address and user ID. Give each person who uses the dashboard their own login, so you can always see who processed each payment. To find someone, type their name or email address in the search bar.

To add someone, click Invite New User. Enter their email address, then click Invite User. Prahsys emails them an invitation to join. Click Done.

Until they accept, their invitation is listed under Pending Invites. If you sent it to the wrong address, click Revoke, then Yes, Revoke. The invitation can no longer be used.

To remove someone's access, go to Members, click the three-dot menu on their card, and choose Remove user. Then confirm with Yes, Remove. That's how to manage your team in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.


Quick Steps

Find a team member

  1. Click Team in the sidebar. The User Management page opens on the Members tab.

  2. Each card shows the person's name, email address, and User ID. Click the user ID to copy it.

  3. To find someone, type their name or email address in the search bar.

Tip: Give each person who uses the dashboard their own login, so you can always see who processed each payment.

Invite a new user

  1. Click Invite New User.

  2. Enter their email address, then click Invite User.

  3. Prahsys emails them an invitation to join. Click Done. Once they accept and set up their account, they appear under Members.

Manage pending invites

  1. Click the Pending Invites tab to see invitations that haven't been accepted yet.

  2. If you sent one to the wrong address, click Revoke, then Yes, Revoke. The invitation can no longer be used. You can then send a new one to the right address.

Remove a user

  1. On the Members tab, click the three-dot menu on the person's card.

  2. Choose Remove user, then confirm with Yes, Remove. They can no longer sign in to your dashboard.


Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.

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