Multi-User & Multi-Cards

Why can't I add a new user?

The feature to add additional users is currently only available for businesses with more than one legal representative. We will roll out the feature to incl...

I want to define a specific role and permission for a new user. How can I do this?

The feature to add additional users and set custom roles and permissions for them has not been released yet. However, it is coming very soon - around June ...

What does Multi-User mean?

Penta customers can invite other legal representatives of their business to set up their own password and login access to the Penta account.  

Where can I add a new user?

If you have more than on legal representative in your business you will see a Users tab in the Administration section. Select “Add user”. Next, you can selec...

What permissions are available for each user?

The following permissions can be set for each legal representative (user).  Administrator User can access any current or future feature of the Penta ...

How do the other users get access to Penta?

Additional users will receive an email with a link to access the Penta account. Then they set their password and log into the account. They will see a perso...

Why can I only add my legal representatives?

Your Legal Representatives have already successfully completed KYC during onboarding and therefore can be authorised to access any feature on the Penta accou...

If I set a user as an Administrator, what does this mean?

Being Administrator means that the person is authorised to access any current or future feature on the account. A user can have all current permissions list...

What happens if I add a user with none of the specified permissions?

The user will have read-only access to transactions, statements, account information, and business information. They will be able to access Support and thei...

What happens when a user only has the permission to prepare a payment?

The user can fill in all the details for a payment to be ready to send, but cannot send the payment. Users with the permission to "Send Payments" ...

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