As an administrator, you have full control over who can access your CPACharge account and what actions they can perform. This guide covers how to add new team members, customize their permission levels, and manage existing access.
Managing Existing Users
To update a colleague's permissions or remove a user who has left the firm:
Click your name in the top right corner of the dashboard.
Select Settings from the drop-down menu.
Locate the user in the Authorized Users list at the end of the My Business tab and click the Edit or Delete button next to their name.
Editing: Allows you to adjust their functional abilities or restrict their access to specific accounts.
Deleting: Immediately revokes all access to the platform.
IMPORTANT
Once a user has confirmed their email address, an admin cannot change that email. The user must log in to CPACharge and update the email address within their own profile settings.
Adding a New User
To invite a new team member, follow the first two steps above and click the Add User button. You will be prompted to enter their details and assign specific Abilities.
Understanding Permission Levels (Abilities)
You can tailor access by selecting one or more of the following roles:
Permission | Capabilities |
Administrator | Full access to firm billing, LawPay subscription, and firm-wide financials. |
Charge | Process card/eCheck payments and deposit funds into trust or operating accounts. |
Scheduled Payments | Set up recurring payments to automate cash flow and ensure on-time billing. |
Quick Bills & Invoices | Create, edit, and delete invoices; view financial totals on the dashboard. |
Transaction Details | Manage and issue refunds for both online and offline payments. |
View Reports | Access the "Reporting" tab in the left sidebar for firm data analysis. |
View Statements | Access and download monthly firm statements via the user profile. |
PCI Compliance | Manage the self-assessment questionnaire to ensure secure data handling. |
Card Vault | Securely store and charge saved payment methods for repeat clients. |
Restricting Transaction Access
At the bottom of the user creation/edit page, you will find Transaction Access settings. This is crucial for privacy and security:
Standard Access: Users can see transactions across the accounts they have permission to view.
Restricted Access: If you select "Restrict access to transactions created by this user," that individual will only see the payments they personally processed. They will be "blind" to transactions handled by other firm members.
Frequently Asked Questions (FAQs)
Can I limit a user to only one bank account?
Yes. During the "Add User" or "Edit" process, you can check or uncheck specific accounts under the "Account Access" section.
What happens if a user forgets their password?
They should use the "Forgot Password" link on the login page. Admins cannot manually set passwords for other users for security reasons.