To create a new user, select the Administration tab in the top right corner of the screen and select Create New User.
Complete all the information fields for the new user. All mandatory fields are indicated by an asterix.
Select the Role for the deployer in the dropdown. NB. Please note that other Admin users can only be created by Conferma. 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 can not be assigned to the same Email Address in WebPay.
The Security Question, Security Answer and Memorable Word should have been provided to you by the user in question beforehand.
If you wish to allow the user to access SNAP, Conferma’s reconciliation and expense management tool, simply check the box marked Has SNAP Access.
WebPay 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.
To complete the setup, select Create User.