Step 1

Visit https://mxconnect.com/#/login

Step 2

Sign in to MxConnect

Step 3

Click "Merchant"

Step 4

Click "Clients"

Step 5

Search for merchant you want to add MxMerchant users to

Step 6

Click on the Account Number or DBA of the account

Step 7

Click "MX MERCHANT"

Step 8

Click "USERS"

Step 9

Click "Add User"

Step 10

Click "Existing User" to add a user that already has an MxMerchant account created.

Step 11

Input the username of the existing user you would like to add. This is typically the email of the user.

Step 12

The username will populate in a dropdown box. Click on the username of the account you would like to add.

Step 13

This will autofill the other fields that are required with the relevant information from the user's account. Make sure the user's role is set appropriately and then hit save to finish adding the existing user.

Step 14

To add a new user click "Add User"

Step 15

Click "New User"

Step 16

Input the new users username. This is typically the email of the user.

Step 17

Enter First Name of user

Step 18

Enter Last name of user

Step 19

Choose the role the user will have. Usually this is put as Sub-Admin.

Step 20

Enter the user's email into the Email field.

Step 21

Enter the user's phone number, this will be used for 2FA.

Step 22

Click "SAVE" to save this new user and add them to the MxMerchant of the account.