Users

In this section, you can create and manage the users who will operate your business account.

Required Permissions

• Have a SuperAdmin role or one with permissions to view and manage users.

When you access the Wompi dashboard, open the Roles and Users section from the left menu and select the Payouts option.

You'll land on the Roles section. Click Users on the top right buttons.

If you don't have any users yet, you'll see an informational message along with a Create user button.

If users are already created, the section will display:

• User list: Name, Email, Assigned Role, Status, Actions (View Details, Change Role, Deactivate, Delete).
• Create a new user.
• Filter the list by: Username, Status, Role.

User statuses:

Create a new user

In the Users section under Payouts, click Create user.

Enter the following information:

Non-editable user fields:

• ID type
• ID number
• Email address
• Phone number

Editable after user creation:

• Full name
• Assigned role: Here you will see available roles created earlier.

Note:

• Users can only be assigned payout bank accounts once they are active.

An email will be sent to this new user with instructions to complete registration and activation.

Inactive users cannot be modified — only deleted.

View details / Modify a user

To ensure your account’s security, any user change will require two-factor authentication.

In the Users section under Payouts, click the Actions button and select View Details.

In the User data module, you’ll be able to view and edit:

User status, Name, Email, ID type and number.

Enable/disable two-factor authentication.

Activate/deactivate user.

Delete user.

In the Role and bank accounts module, you can:

User's assigned role.

Assigned accounts: Unchecking an account and saving will move it to “Unassigned accounts”.

Unassigned accounts: Checking an account and saving will move it to “Assigned accounts”.

Change a user's role

To ensure your account’s security, any role change requires two-factor authentication.

You have two ways to modify a user's role:

In the Users section under Payouts, click the Actions button and select Change Role.

Note: Changing a user’s role may affect their current permissions and access. You must confirm the change.

Select the desired role and save changes.

Alternatively, go to View Details from the Actions menu.

In the Role and Bank Accounts module, select the desired role.

Note: Confirm and save the change after selecting a new role.

Deactivate a user

To ensure your account’s security, any deactivation requires two-factor authentication.

Two ways to deactivate a user:

In the Users section under Payouts, click Actions → Deactivate.

Note: A deactivated user will no longer be able to access the platform. Confirmation required.

Alternatively, go to View Details from the Actions menu.

From the User data module, click Deactivate user.

Note: A deactivated user will no longer be able to access the platform. Confirmation required.

Delete a user

To ensure your account’s security, deleting a user requires two-factor authentication.

Two ways to delete a user:

In the Users section under Payouts, click Actions → Delete.

Note: A deleted user will no longer be able to access the platform. Confirmation required.

Alternatively, go to View Details from the Actions menu.

In the User data module, click Delete user.

Note: A deleted user will no longer be able to access the platform. Confirmation required.