How do I access NeonPay & manage other users?

How do I access NeonPay?

An existing user can access the NeonPay Merchant Portal by logging into login.neoncrm.com If your email address is affiliated with a NeonPay Merchant user, you will see NeonPay as an available application. Make sure you use the same email address in both NeonCRM & NeonPay.

Other Neon One applications you use may be listed here as well. Click Open to access NeonPay. 

To set up a NeonPay account for the first time, navigate to the Settings cog > Sign up for NeonPay from within your NeonCRM.

If your organization is already using NeonPay, you will see the option to visit NeonPay under the Settings cog in your CRM.

Note that having access to NeonCRM does not confer access to your organization's NeonPay Merchant Portal To request access to your organization’s Merchant Portal, contact your NeonPay Organization Administrator. They will be able to add you as a NeonPay User.

How do I add a user?

Navigate to the Settings cog, then click User Management. Click New User and fill out the fields with the new user’s details. Be sure to use the same email address on their NeonCRM User profile, if one exists, to allow them to toggle between the apps smoothly.

Select a User Role: Staff or Administrator.

What are the user types within NeonPay?

There are two user types in NeonPay: Administrator and Staff. Staff users can read and pull transaction data, initiate refunds, and address disputes. Admin users can do all of the above, as well as modify linked bank account information, manage users for your organization, and edit merchant account information.

Administrators will also receive email notifications for important changes within the portal such as bank account modifications, dispute updates, and payout notifications. 

One of my users forgot their password. How do I reset it?

Users can reset their passwords from the log in screen by clicking Forgot Password?

Admins can also send a reset password email to the user: Navigate to the Settings cog, then click User Management. Find the User and click Edit. Click Send Password Reset Email to User. Note: the password reset email expires in 24 hours.

How do I change the Organization Administrator?

Navigate to the Settings cog, then click User Management. Click the pencil icon in the row of the user to be promoted or demoted. Change their User Role.

How do I remove a user?

Navigate to the Settings cog, then click User Management. Click Edit in the user’s row and set them Inactive. They will no longer be able to log in.