Manage PayLab Account Users & Permissions

Overview

The following guide will help you do the following:

1. Where to Manage Users & Permissions
2. Understand the different User Level Access available 
3. Add New Users 
4. Accepting New User Invitations
5. Edit User Permissions
6. Resend Invitation
7. Remove Users

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Where to Manage Users & Permissions

To Manage Users & Permission settings first click 'Manage Account' in the home screen menu.

Then Scroll down to the 'Users & Permissions' Section and click on the 'Edit Pen'.

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User Level Access

PayLab provides a tiered level of access each role has specific permissions and limitations. These levels are as follows:

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Add New Users

Click 'Manage Account' in the home screen menu.

Click Add New User. 

 Enter the name and email of your new User within your company.

Select the appropriate Account Level Access for them.

Click 'Save', and PayLab will add them to the user list and send an email notifying them they have been invited.

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Accepting New User Invitations

The newly invited user will receive an email from PayLab. They will be asked to login using either a One Time Password (OTP) or alternatively using their Microsoft Account password and MFA  (Multi-Factor-Authentication) associated with that email account.

The following steps outline the process for new users whose email providers support One-Time Password (OTP) logins.

An email with subject 'Invitation to PayLab' will be sent to the new user's email.

In this email, click on the 'Open PayLab' button to begin activating access (if new) and linking the email to the PayLab Account.

Enter the email as invited; You will be taken to a Vault-PayLab sign in screen, requesting the user to enter their user email address and begin the authentication process. Then click 'Next'.

If your email provider allows OTP, A one off 'Account verification code' will be sent by email.

 

Enter the 'Account verification code' (One Time Password) from this email.

If this is the first time email address has accessed a Vault PayLab product, they will need to accept the required permissions by clicking 'Accept'.

The New User will now be taken to the PayLab Dashboard main page.

 Edit User Permissions

PayLab Account Owners & Admins can edit user permissions as well as delete users in Paylab. The following will focus on editing details and permissions. For Resending Invitations or Deactivating Access proceed to the next sections of this guide.

To get started, click 'Manage Account' in the home screen menu.

To edit a User, click the three-dot ellipsis button found on the right-hand side of the user.

Select the Permission Level you wish to change the user to. The change will be effictive immediately

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Resend an Invitation

First ensure you're in the Manage Users & Permissions section which is covered in the first section of the guide here.

Next, click the three-dot ellipsis button found on the right-hand side of the user.

Then, click on the 'Resend Invite' button.

Once Action has been completed you will receive a 'Success!' pop-up message, click on the 'OK" button to complete the task and exit out of the user edit section.

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Remove Users

In PayLab, users are deactivated rather than permanently removed. This approach ensures that all user activity records remain available for audit purposes, particularly when actions are associated with specific projects or contracts.

To deactivate a user first ensure you're in the Manage Users & Permissions section which is covered in the first section of the guide here.

Next, click the three-dot ellipsis button found on the right-hand side of the user.

Then click the 'Deactivate User' button.

A confirmation message will appear to let you know the selected user will be marked as inactive. Their past work and project contributions will remain assigned to them for record-keeping; however, they will no longer be able to log in to your PayLab account or be added to new projects. Click ‘Deactivate’ to finalise this process.