Within Bold Account Center, you can invite users to join your organization. Depending on the user role, while signed in to the Bold Account Center they will have access to various actions or features as outlined in User Roles & Permissions within Account Center.
Alert: If you are setting up an account on behalf of a merchant, it's important to make the merchant an Organization Admin to ensure they have full access to their account.
This article guides you through how to invite, deactivate, and reactivate users, and outlines the steps your users can follow to accept their invitations depending on their role.
Invite a new user
- Log in to Account Center.
- Expand the left-hand menu and select Users.
- Select Invite a new user.
- Enter the email address of the user that you would like to invite.
- Optional: Enter the first and last name of the user.
- Select a User role.
Note: The role selected will have access to different actions or functions that can be managed within the Bold Account. For more information, please visit User Roles & Permissions in Account Center.
- Optional: Enter a message for the user.
- Select Send invite.
Revoke a pending invitation
When an invitation has been sent but not yet accepted, you can revoke the invitation if you no longer want the user to join your organization. Revoking a pending invitation will not notify the user.
If an unwanted user has already accepted the invitation, you can deactivate the user. See Deactivate a User below for more information.
- Log in to Account Center.
- Expand the left-hand menu and select Users.
- Under Pending invitations, select Revoke next to the user that you would like to revoke the pending invitation for.
- Select Revoke again.
Deactivate a user
If you no longer need specific users within your organization, they can be deactivated. Deactivating a user removes them from all of the stores within your organization.
Once a user has been deactivated, they are no longer able to access your organization.
- Log in to Account Center.
- Expand the left-hand menu and select Users.
- Under Active users, select the ellipsis next to the user you would like to deactivate.
- Select Deactivate user's Bold account.
- Select Deactivate user.
Reactivate a user
You can reactivate a deactivated user in your organization.
Once a user has been reactivated, they will have access to the organization and will appear in the Active users list. They can use their original login details to sign into the Bold Account Center.
- Log in to Account Center.
- Expand the left-hand menu and select Users.
- Under Deactivated users, select the ellipsis next to the user you would like to reactivate.
- Select Reactivate user.
- Select Reactivate.
Accept an invitation to a staff or admin role
If you would like to join an existing organization, you will need to reach out to an admin of the existing organization and request they send you an invitation. The invitation will be sent to your email.
- To accept the invitation, select Join from within the email.
- From here, you will be directed to Join a new store. Choose a password, and select Join Now.
Accept an invitation to a support user role
Alert: This role is typically reserved for Bold Support. If you need outside technical assistance, please reach out to our team so we can assist you with the process.
- To accept the invitation, select Join from within the email.
- From here, you will be directed to Join an existing Support Team that you belong to, or Create a new organization of your own.
Note: A Support User from outside of Bold will typically select: Join an existing Support Team that you belong to. The creation of a new support organization would represent a brand new external firm contracted to provide support and would require additional setup steps. If you would like to set up a new support organization of your own, please reach out to us for further assistance before selecting this option.
- Choose a password, and select Join Now.