Log into the Payrix Portal using your administrator account.
In the left navigation menu, navigate to Management and click Users.
Click the Add User (or Add Users) button in the top right corner.
Fill in the user profile details:
Full Name:
Ceterus BookkeepingEmail Address:
access+(customerlastname)@ceterus.com[Replace “customerlastname” with the customer’s last name, using lowercase. Example: access+smith@ceterus.com]Username: Ceterusstorename (Replace storename with the customer’s store name)
Multifactor Authentication (MFA): Select Yes.
Assign User Roles & Permissions:
Under the Role dropdown menu, select the appropriate access level (Merchant View Only)
Click Add User to finalize.
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