Manage employee users in your Viva.com business account

User management allows you to control who can access your Viva.com business account and what each employee can do. You can create employee users, assign roles, update permissions, and delete users when they no longer need access.

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#Before you begin

Only the business owner or a user with the Manage account role can create, edit, or delete employee users.

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#Add a new employee user

1. Log in to your primary Viva.com account.

2. From the left-hand menu, select Settings > Users.

3. Click New user.

Complete the following information:

• First name

• Last name

• Country of residence

• Mobile phone number

• Email address

• Date of birth

• City of birth

• Country of birth

• User role(s)

• Payment sources the employee can access under Show / Manage transactions from

Review the information carefully, then click Create.

Important

If you enter an incorrect mobile phone number when creating a user, the user may receive the registration email but will not be able to access their account. To resolve this, delete the user and create a new one using the correct mobile phone number.

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#User roles

Assign one or more roles to each employee based on the access they need.

#View balance

Allows the user to:

• View the Dashboard, Accounts, Sales, and Reports menus.

• View Sales Transactions.

• View the account balance.

• Access Send Money and Deposit Money.

• Create and activate cards.

• View the Viva Account ID.

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#Allow refunds

Allows the user to:

• Process refunds.

• View the Dashboard and Sales menus.

• View Sales Transactions.

• Create and activate cards.

Does not allow the user to:

• View account balances.

• Access payment or transfer options.

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#Make sales

Allows the user to:

• View the Dashboard and Sales menus.

• View Sales Transactions and Online Payments.

• Use Request Money.

• Create and activate cards.

Does not allow the user to:

• View account balances.

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#Manage account

Allows the user to:

• View the Dashboard, Sales, Beneficiaries, and Settings menus.

• Manage employee users through Settings > Users.

• Create additional employee users.

• Create and activate cards.

Does not allow the user to:

• View account balances.

• Access payment or transfer options.

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#Chat with Support

Allows the user to:

• Access the Dashboard, Accounts, Sales, and Reports menus.

• View Sales Transactions.

• Contact Viva.com Support.

• Create and activate cards.

Does not allow the user to:

• View account balances.

• Access payment or transfer options.

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#Send money

Allows the user to:

• Send money from the business account.

Note

To perform bank transfers, the Allow bank transfers role must also be assigned.

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#Allow bank transfers

Allows the user to:

• Perform bank transfers when the Send money role is also assigned.

Without the Send money role, this permission has no effect.

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#Manage Employee Cards

Allows the user to:

• View the Dashboard, Cards, and Sales menus.

• View Sales Transactions.

• Manage Viva Employee Debit cards.

• Create and activate cards.

Does not allow the user to:

• View account balances.

• Access payment or transfer options.

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#Allow Virtual Terminal*

Allows the user to:

• Use the Virtual Terminal feature.

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#Allow OCT*

Allows the user to:

• Use the OCT feature.

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#Allow PayOut*

Allows the user to:

• Use the PayOut feature.

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#Disable Add Beneficiaries

This role prevents the user from:

• Adding beneficiary accounts.

• Removing beneficiary accounts.

• Renaming beneficiary accounts.

• Exporting beneficiary accounts.

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* These roles are available only to eligible merchants.

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#Edit an employee's roles

1. Go to Settings > Users.

2. Locate the employee and click Edit.

3. In User Roles, remove any roles that are no longer required.

4. Add any new roles from the drop-down list.

5. Click Update to save your changes.

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#Delete an employee user

If you are the business owner or have the Manage account role, you can permanently delete employee users.

1. Log in to your Viva.com business account.

2. Go to Settings > Users.

3. Find the user you want to delete.

4. Click Delete.

5. Select Yes to confirm.

When the User deleted message appears, the user has been successfully removed.

Important

Deleting an employee user is permanent and cannot be undone.

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#Useful information

• Employee users can view business account information only when they sign in through a web browser (desktop or mobile browser).

• Business account information is currently not available in the Viva.com mobile app.

• If a user already has a Viva.com account with the same credentials, or is already a user on another Viva.com business account, the new business account will appear alongside their existing accounts after it is added.

• Merchants can create an unlimited number of employee users.