How to Manage Users in Your WidenPay Account
In this
tutorial, we will walk you through the steps to effectively manage your users.
Let’s begin!
If you
prefer learning through video, you can skip this tutorial and watch our online
video “How to Configure WidenPay,” which covers the complete setup of the
product.
Let’s
begin!
1. If you
already have an account, open your internet browser and go to the WidenPay
website: https://widenpay.com/
2. On the
login screen, click on "Sign in with Intuit" [see fig 1.0].
[fig 1.0]
3. You will
be redirected to the QuickBooks login screen. Sign into your QuickBooks account
as usual. You can use your Gmail account or another account by entering your
Email or User ID and Password. Once completed, click on the "Sign in"
button [see fig 1.1].
[fig 1.1]
Note: the
following:
You may be asked if you
want WidenPay to use information from your profile When you select
Allow, Intuit will allow WidenPay to access your information, including your
profile information, your email, your phone number, and your address.If this is
your first time accessing your WidenPay account, you may be asked to connect to
QuickBooks.
Please refer to the article: How to connect or reconnect to my Quickbook account
4. Once logged in, go to the top-right
corner of the menu bar, click on the drop-down menu next to your name, and
select "User Management" [see fig 1.2].
[fig 1.2]
5. The
User Management screen allows you to manage all your users.
At the top of the screen (1), you
can create a new user by entering:
- Email
address
- Family name
- Given name
Once
completed, save the user information by clicking the Add New button.
The bottom
section of the screen (2) enables you to manage user requests. Here, you can
enable or disable a user, remove a user, and view their current status.
Please
refer to Figure 1.3.
[Fig 1.3]
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