How to add users to access to the Merchant Portal?

Managing who has access to your Merchant Portal is crucial for maintaining financial security.

If you are the admin, you can add users to your organisation. They will need to accept the invite.

1. Go to your portal. Under 'Account', choose 'Users'. Click on 'Invite User' from the top right. 
   
2. Add the user to your organisation via your Oolio Account.
   
3. Ask Support (via support ticket or email) to grant them Merchant Portal access.

How to Remove Someone’s Access:

You can:

1. Log in to your Merchant Portal.
2. Go to your portal. Under 'Account', choose 'Users'.
   
3. Select the user you want to remove, and click on remove.
   
4. Confirm selection.
   

OR

Contact Support and ask them to remove access.

Reminder: Only trusted, authorised users should be granted portal access.