Adding a new user to your CardPointe account allows additional employees to access and manage financial information, as well as receive updates on support tickets. To add a new user to CardPointe, you can do the following:
Log in to CardPointe
Click the Administration button in the top right
Click Users in the top left
Click the +New User button
Enter the new users Contact Information
Under Virtual Terminal, set permissions on what actions you want to enable for the new user using the Virtual Terminal
Under Reporting, set permissions on what information you want the new user to be able to access
Under Support, check the box next to Support Ticketing to receive updates for any support ticket that is submitted, including bank change requests, legal name/tax ID change request, etc.
Click Save when finished