Adding & Editing Accounts

Audience: Admins and Operators | Category: Accounts

Add an account

1. Choose New (top right) and pick the type.
2. Fill in the form and choose Create.

Edit an account

1. Click the account card.
2. Change the fields and choose Save changes.

Status & Closing

External accounts, wallets and cards have a Status: Pending, Active or Closed. Closing an account hides it from the list but keeps its history.

Notes

• A payment card needs its funding bank account or wallet to exist first.
• Merchant accounts are read-only in the portal.
• Viewers cannot add or edit accounts.

Related articles

• Accounts Overview
• Roles & Permissions