How do I deactivate, activate, or remove a user from my Payset account?

If you have admin access to your Payset account, you can now deactivate, reactivate, and remove users directly from your dashboard.

✅ Deactivating or Activating a Member

You can deactivate a user from the User Management section of your account. 

Once deactivated:

• The user immediately loses access to the account
• If they try to log in, they’ll see a message explaining they’ve been deactivated
• You can reactivate them at any time, and their previous access and permissions will be restored automatically
• No new invitation is needed upon reactivation

❌ Removing a Member

As an admin, you can also fully remove a user from your account. 

Once removed:

• The user will instantly lose access to that specific account
• If they only had access to one account, they’ll see a message upon login explaining the removal
• If they had access to multiple accounts, they’ll be redirected to one of their other active accounts
• You can re-invite the removed user in the future if needed
• They will also be unsubscribed from all transactional emails for that account

📝 Important Note

If you're removing a user due to a company structure change, please get in touch with support and provide relevant documentation (e.g., board resolution, updated registry, or power of attorney).

Need help or have questions? 

Reach out to us via the Help section in your Payset dashboard or submit a request here. We’re happy to assist!