Inviting Users to BoxPay Portal

The BoxPay Portal is designed to support collaboration across your teams by enabling role-based access to reconciliation, reporting, and other critical features. As a merchant administrator or team manager with the right permissions, you can invite new users directly from the Manage Team option in the sidebar.

Accessing the Portal

You can access the BoxPay Reconciliations Portal directly at:

https://merchant.boxpay.in

Signup if you are new to BoxPay or simply Log in using your merchant credentials

Accessing Manage Team

1. From the Sidebar Menu, navigate to Manage Team.
2. Here, you will see a list of users already added to your BoxPay account.
   • The visibility of this list depends on your permissions.
   • Only users with appropriate roles (e.g., Admins) can view all team members and manage invitations.

Inviting a New User

To invite a new user into your BoxPay Portal account:

1. Click on the Invite User button.
2. A modal window will appear prompting you to provide details for the new user:
   • Email: The email address where the invitation will be sent.
   • Name: The full name of the user for identification.
   • Role: Select the appropriate role (e.g., Admin, Finance Ops, Viewer) to define the user’s permissions.
   • Business Units: Assign the user to one or more business units they will be responsible for or have access to.
3. Once you’ve entered all required details, click Submit.

Invitation Process

• The invited user will receive an email invitation to join the BoxPay Portal.
• On accepting the invitation and completing account setup, they’ll be added to your team with the specified role and business unit access.

Why Use Manage Team?

• 🔒 Secure Access Control – Ensure only authorized users can access reconciliation data.
• 👥 Collaborative Workflows – Assign specific roles and responsibilities across your Finance, Operations, and IT teams.
• ⚡ Streamlined Management – Quickly invite or manage users without additional support requests.

👉 With Manage Team and Invite User, you can empower the right people in your organization to get the most out of BoxPay while maintaining secure, role-based access.