This section is available only for users with the 'AccountAdmin' role. Here you can see and amend existing users and create a new.
New user creation
Press the 'Create' button below the table to create a new user. The new window will appear with the following parameters:
Parameter name | Mandatory | Accepted values | Description |
Login | Yes | from 8 up to 20 symbols | User’s login. |
No | 128 symbols | User's Email. | |
Last name | No | 70 symbols without digits | User's last name. |
First name | No | 70 symbols without digits | User's first name. |
Middle name | No | 70 symbols without digits | User's middle name. |
Password | Yes | From 8 up to 20 symbols. Must contain both letters and digits. | The automatically generated password can be chosen – press 'Generate' button ( |
Confirm | Yes | From 8 up to 20 symbols. Must contain both letters and digits. | Password confirmation (must match with previous value). |
Password expire | Yes | Date/time as DD.MM.YYYY HH:MM | It can be entered via embedded calendar. By default, it is the current date. The user will be prompted to change the password beginning from this date. |
Expire max. period (days) | No | From 1 up to 4 digits | Period of mandatory password change in days. After reaching of the date in "Password expire" the user will be requested to change the password within the specified time interval. |
Description | No | 255 symbols | Comment to new user. |
Is active | No | Check-box | ‘On’ for new user. |
Roles | No | AccountAdmin, AccountUser, AccountMerchant, AccountOutSystem, AccountLimitAdmin. | AccountUser – payments review and has access to the own profile. AccountAdmin – payments review and has access to the own and other users profiles. AccountMerchant – administration of merchant in SOFI Personal Account. AccountOutSystem – administration of external system in SOFI Personal Account. AccountLimitAdmin - configuring limits on own external system in SOFI Personal Account. |
Current users review and changes
All the merchant users are presented in the table.
By default only active users are displayed.
To see inactive users, you have to:
- set the 'Show inactive users' option;
- press the 'Search' button.
To find the specific user you have to:
- enter the user ID or login in the search field;
- select the search by ID or login;
- press the 'Search' button.
For changing the user data you have to press 'Details' (
) button in the user list. The window 'User details' will appear. You can change the following data in this window:
Parameter name | Description |
ID | Read-only (for information) |
Login | Read-only (for information) |
Can be changed | |
Name | Can be changed |
First name | Can be changed |
Middle name | Can be changed |
Password | Can be changed |
Confirm | Can be changed |
Password expire | Can be changed |
Expire max. period (days) | Can be changed |
Description | Can be changed |
Active | Can be changed, but only for not own user |
Roles | Can be changed, but only for not own user |