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Overview

A user represents a dashboard account owner. When you create an account with Clink, we automatically create an administrative account using your email address, along with the associated company and merchant accounts.

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Profile

To access your profile settings, click the avatar icon in the top-right corner and select Profile from the dropdown menu.

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Basic Information

In the Profile page, you can update your:
  • Avatar
  • Nickname
  • Phone number
Note: User ID and email address cannot be modified.

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Security Settings

This section allows you to:
  • Update your password
  • Configure or reset Multi-Factor Authentication (MFA)

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Active Sessions

View your current active sessions, including login IP addresses and browser information. You can remotely terminate specific sessions if needed.

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User Management

User management is handled at the company account level. Administrators can access user management by navigating to Settings -> Users. This page displays all users under the company account, including their roles and basic information.

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Creating New Users

To add a new user:
  1. Navigate to Settings -> Users
  2. Click the Add button
  3. Complete the required form
    1. Assign at least one role
    2. Grant access to at least one merchant
After creation, the new user will receive a verification email containing a secure link. By following this link, they can set up their password and activate their account. Once completed, they will be able to access the dashboard.

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Security Management

Administrators can help users with security-related issues by:
  • Resetting passwords
  • Resetting MFA settings
To perform these actions:
  1. Locate the user
  2. Click the overflow menu button (···)
  3. Select either Reset Password or Reset MFA

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Editing User Permissions

To modify a user’s role or merchant access:
  1. Click the overflow menu button (···)
  2. Select Edit
  3. Update the desired settings

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Disabling Users

To disable a user account:
  1. Locate the user in the list
  2. Toggle the Active switch to OFF This action will immediately terminate all active sessions for that user.

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Role Types

Clink offers four distinct roles with varying permission levels. Users can be assigned multiple roles.
MenuAdminDeveloperOperationsFinance
TransactionsFull AccessRead OnlyFull AccessFull
BalancesFull AccessNo AccessNo AccessFull
CustomersFull AccessRead OnlyLimitedRead Only
SubscriptionsFull AccessRead OnlyFull AccessRead Only
ProductsFull AccessRead OnlyFull AccessRead Only
DevelopersFull AccessFull AccessNo AccessNo Access
SettingsFull AccessLimitedLimitedLimited

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Merchant Access

Merchants are the operational units within Clink. Users can be granted access to multiple merchants, and they will maintain their role-based permissions across all assigned merchants.