To create a new user, select Administration from the Menu tab in the top right corner of the screen and select Create User.
Complete the information fields for the new user. All mandatory fields are indicated by an asterisk *.
Select the Role for the user in the dropdown.
NB. Please note that other Admin users can only be created by Conferma Pay. If you require another Admin user to be setup please contact Conferma Support Team.
User Names will usually be prefixed by a company name or abbreviation.
NB. Please note that multiple user profiles cannot be assigned to the same Email Address in Conferma Pay Online.
If you wish to allow the user to access to SNAP, the Conferma Pay reconciliation and expense management tool, simply check the box marked Has SNAP Access.
To complete simply select Create User.
Conferma Pay Online also provides the option to Send Welcome Email to the new user. The new user will then receive an email link allowing them to complete the registration process.