ADDING Users
You can add users to view your account. A PaymentHub user can have one or more of the following roles:
USER – Can view data but cannot make any changes
MANAGER – Can edit account information, modify the payment method, and add/edit the mailing address
USER ADMINISTRATOR – Can invite, edit, or delete users.
**Caution: Before granting access to another individual, make sure you understand the implications of granting access and the level of privileges for each role. Exactuals LLC is not legally responsible for any unauthorized changes made to your account.
Use the following steps to invite users:
1. Sign into PaymentHub and click on USERS in the left-hand menu. Then click the INVITE USERS button.
2. Enter up to 10 email addresses and select a role OR enter each email address separately to select different roles for each individual. Click SEND INVITE.
3. Each of the users you entered will then receive an email from paymenthubsupport@cnb.com inviting them to PaymentHub. The email invitation may show up in their junk/spam folders. The invitation to the new User will be shown in the "Pending Invites" tab.
EDITING / REMOVING Users:
In the left-hand panel, go to USERS.
To Edit the USER, click on the PENCIL ICON, make desired updates and click SAVE.
To Remove the USER, click on the TRASH ICON and click YES, DELETE THIS USER.
*Note: Only users with USER ADMINISTRATOR access can add, edit or remove other users.
