Overview
The User Management section of the Valpay Unified Portal allows you to manage who has access to your environment and what permissions they are granted.
You can use this section to:
Add new users;
Modify access for existing users;
Restrict access to specific stores or locations;
Control permissions based on each team member's responsibilities.
Accessing User Management
From the left-hand navigation menu, click Settings.
Select User Management.
You will be taken to the list of all users associated with your organization.
User Types
Two user types are available within the portal.
Merchant Admin
Merchant Admins have the highest level of permissions.
They can:
View all users within their organization;
Manage regular users;
Modify roles and permissions for regular users.
However, they cannot:
Modify or manage other Merchant Admins.
Important: The creation or modification of a Merchant Admin must be completed by the Progression team.
Regular User
Regular Users are managed directly within the portal by a Merchant Admin.
A Regular User:
Can be created, modified, or deleted by a Merchant Admin;
Has access only to the stores, locations, and features assigned to them;
Cannot manage other users.
Viewing Existing Users
Within the User Management tab, you can view the following information for each user:
Name;
Email address;
Role;
Permissions;
Assigned stores and locations.
This view allows you to quickly verify the access granted to each user.
Adding a User
To create a new Regular User:
Click + New User.
Complete the required information:
First and last name;
Email address;
Role;
Permissions.
Select the partner companies and locations the user should have access to.
Click Create.
Note: You can only assign stores or locations that you have access to yourself.
Modifying a User
To modify an existing user:
Select the user from the list.
Update their roles, permissions, or location access.
Save your changes.
Merchant Admins cannot be modified directly from the portal.
Creating or Modifying a Merchant Admin
Merchant Admin management cannot be performed within the portal.
If you need to:
Create a new Merchant Admin;
Modify an existing Merchant Admin;
Important : you must submit a request to Customer Service at serviceclient@progressionlive.com.
FAQ
Can I create a Merchant Admin myself?
No. Merchant Admins can only be created or modified by Progression Customer Service.
Can a user automatically see all stores?
No. Users can only see the stores and entities that have been specifically assigned to them.
Can I delete a Regular User?
Yes. A Merchant Admin can delete or modify a Regular User at any time.
Why can't I assign access to certain stores?
You can only grant access to stores and locations that are visible within your own environment.