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Managing Users in CardPointe

How to create, edit, and remove user access for your merchant account.

This article explains how to add new users and remove existing users in the CardPointe portal, the payment processing dashboard used by organizations that work with CardConnect. These steps help you grant or revoke access to team members who need to view reports, process transactions, or manage other aspects of your merchant account.

To manage users, you must be logged in to your CardPointe account with an administrator level role. If you do not have access, contact your account owner or administrator.

Creating a User

  1. Navigate to the CardPointe login page and sign in to your account.

  2. From the dashboard, select Administration in the top navigation.

  3. Click Users from the submenu.

  4. Select the New User button to begin creating a user.

  5. Enter the new user’s contact information, including first name, last name, and email address.

  6. Choose a User Type:
    1. Admin – Full access to all areas of the account.
    2. Standard – Restricted access; you can grant specific permissions.
  7. Assign the user’s access permissions by selecting from available options such as:
    1. Virtual Terminal: Allows processing of transactions.
    2. Reporting: Grants access to financial and transaction reports.
    3. Statements:Allows viewing and downloading merchant statements.
    4. Billing: Access to billing and account charges.
    5. Support Ticketing: Ability to create and view support tickets.
  8. Select Save to create the user account.

Once saved, an activation email is sent to the user’s email address. The user must complete setup by following the instructions in that email to set their username and password.

Deleting a User

  1. From the CardPointe dashboard, select Administration.

  2. Click Users to view the list of existing users.

  3. Select the name of the user you want to remove.

  4. In the user’s details, choose Delete User.

  5. Confirm the deletion by selecting OK.

Deleted users immediately lose access to the account and all associated permissions.

Notes and Best Practices

  1. User Permissions: Be intentional about granting permissions. Only give Admin access to users who truly need full control of the account.
  2. Activation Email: New users cannot log in until they complete the activation process from the email sent by the CardPointe system.
  3. Audit Trail: Maintain an internal log of users you add or remove for security and compliance reviews.