Creating a New User on the Versatile Portal
- The purpose of this guide is to provide a walkthrough of creating a new user in the Versatile portal
- This guide is intended for Versatile portal administrators
- If you require any assistance past what this guide provides, please contact Versatile Credit Customer Support
- Email: support@versatilecredit.com
- Phone: 866-803-3369
Step-by-Step Guide
1. Navigate to the Versatile Portal
2. Enter your login information and click "Sign In"
3. Once you access your Dashboard, Click "Users"
4. Click "Add"
5. Enter the user's First and Last Name
6. Enter the user's email
7. Enter and confirm the user's password
8. Select a location from the dropdown menu
9. Select a role from the dropdown menu
10. Click "Save"
Roles in the Versatile Portal
Role | Access |
---|---|
Admin | Can manage locations, users, devices, and dashboards |
Sales Admin | All Sales Manager permissions. Can create sales rep users. Can complete/ refund payments |
Sales Manager | All Sales Rep permissions. Can cancel payments |
Sales Rep | Can launch applications and authorize payments |
User | Read-only access |