Change access role of user
If you want to update the access role of a user, follow these steps.
Open the Kustom Portal and sign in.
Select User Management from the menu on the left.
Click on the user to open the detailed view.
Click on their current access and you will be able to select a new one.
You have now updated the access role of the user.
List of access roles
List of access roles
The Kustom Portal offers different access levels depending on user roles. Each role is designed to provide the appropriate level of functionality based on the user's responsibilities. Below is a breakdown of the available roles and their permissions:
Admin
Admins have full control within the Kustom Portal.Can initiate transfers and change bank account details
Manage other users, eg. delete and/or remove other users
Full access to all portal features.
User
Users can manage operational tasks but have limited administrative privileges.Full access to Orders
Can create new Orders
Access to Developer Logs
Settlement
Settlement users manage financial reporting but cannot modify orders.Full access to Settlements, including downloading and configuring reports
Can view Orders but cannot edit them
Disputes
Focused on handling disputes with restricted order access.Full access to Disputes
Viewing-only access to Orders
Super Admin (currently the same access and role as "Admin")
Super Admins will have the highest level of access in the portal.Exclusive ability to transfer agreements and update payout bank accounts.
All Admin permissions included.
Only Super Admins can assign this role to others.
Terminated
Assigned to merchants with canceled agreements.Viewing-only access to Orders.
Full access to Disputes and Settlements.
Read Only
Ideal for users who need oversight without edit capabilities.Can view Orders.
Cannot make any changes.
External User
External collaborators with broad but specific access.
Full access to Orders and Settlements
Can view Developer Logs
Change store access
If you want to update the stores the user has access to, follow these steps.
Open the Kustom Portal and sign in.
Select User Management from the menu on the left.
Click on the user to open the detailed view where you will see a list of all of the stores.
Check or uncheck the stores to match which stores the user should have access to.
You have now updated the store access for the user.
How to add an internal user
An internal user is a user from within your organization.
Follow these steps to add an internal user to the Kustom Portal:
Open the Kustom Portal and sign in.
Select User Management from the menu on the left.
Click on Invite user in the top-right corner.
In the pop-up window, provide the following details:
Select Internal as user type.
Select the new user’s permission level.
Their email address
Click Send invite and an email will be sent to the new user account.
You have now added an internal user in the Kustom Portal.
How to add an external user
An external user is a user with time limited access to the portal from outside of your organization.
Follow these steps to add an external user to the Kustom Portal:
Open the Kustom Portal and sign in.
Select User Management from the menu on the left.
Click on Invite user in the top-right corner.
In the pop-up window, provide the following details:
Select External as user type.
Select the date the user access will expire.
Their email address
Click Send invite and an email will be sent to the new user account.
You have now added an external user in the Kustom Portal.
Important: one role per email address
Kustom currently supports only one user role per email address across all MIDs (Merchant IDs / Store IDs). This means:
If you attempt to invite a user to a MID with a role that doesn’t match their existing role on another MID, the invitation will fail with a misleading or incorrect error message.
For example, if
support@kustom.cois already a “Read Only” user on MID1234567, and you try to add them to MID123456as an “Admin,” the portal will block this action.However, if you instead invite
support@kustom.coto MID123456as a “Read Only” user (i.e., matching their existing role), the invitation will go through successfully.
To resolve this:
Either align the role you're assigning to match the user's current role, or
Remove the user from their current MID and re-invite them with the intended role (note: this may require coordination with other teams if the user is active on multiple MIDs).
How to remove a user
If you want to remove a user, follow these steps.
Open the Kustom Portal and sign in.
Select User management from the menu on the left.
Click on the trashcan symbol to the right to delete the user.
You have now removed the user from Kustom Portal.
Please note that deleting a user will remove them from all stores they have access to. If you want to remove them from a specific store you can change store access.