How to add or remove users for the POLi console

To add new users to your POLi account please follow the instructions below.

1. Log into the POLi Console
2. Select ‘User Details‘ on the navigation menu located on the left
   
3. Click on the ‘Create User’ icon
   
4. Input the information of the new user you would like to create then click ‘Save‘
   

There are 3 roles to choose from when creating a Merchant User:

• Manager – Can use POLi reporting and approve/make changes to the
  merchant account, search transactions, create POLi Links, lodge support
  requests, see alerts from POLi and manage the Blacklist.
• Administrator – Can use POLi reporting, view the merchant account, search
  transactions, lodge support requests, see alerts from POLi and manage the
  Blacklist.
• Customer Service – Ideal for front line staff who need to search for
  transactions, view bank availability and see alerts.

If you need any help with setting up a new user, please contact support.