Overview
NMI allows you to create multiple user accounts so team members can securely access transactions, reporting, and refunds without sharing login credentials. Only users with administrative permissions can add or manage users.
Step 1: Log in to Your NMI Dashboard
Log in using your Primary or Administrative NMI user account.
Only users with access to administrative settings can add new users.
Step 2: Navigate to User Accounts
From the left navigation menu:
Click Options
Select Settings
Click User Accounts
This is where all existing NMI users are managed.
Step 3: Add a New User
Click Add New User
Enter the user’s information:
First name
Last name
Email address
Username
Title (optional)
Step 4: Assign Permissions
Choose what the new user can access in the NMI dashboard. Common permissions include:
Viewing transactions and reports
Issuing refunds
Accessing the virtual terminal
Managing customer vault data
Administrative access
Only grant permissions that are necessary for the user’s role.
Step 5: Save and Send Invite
Click Create User to save.
NMI will automatically send the user an email with a link to set their password.
The password setup link is valid for 24 hours. If it expires, you can resend it from the User Accounts page.
Important Notes
The Primary user cannot be deleted.
Usernames must be unique within NMI.
If a user leaves your organization, their access should be removed immediately for security purposes.
Pro Tip
If a team member only needs to process refunds or view transactions, you can limit their permissions without giving full administrative access.