From Stax Connect, you can invite a user to one merchant or to several merchants at once, without leaving the merchant you're working in. The invited user gets a single login and can switch between all of their merchants in Stax Pay.

View the users on a merchant

1. In Stax Connect, open the merchant you want to manage.
2. In the navigation, click Merchant Users.

The page lists the active and inactive users for that merchant.

Invite a user to one or more merchants

1. On the Merchant Users page, click Invite a new user.

2. Enter the user's email address. The invite always includes the merchant you navigated from.

3. To add the user to more merchants in the same invite, search for the additional merchants (for example, by PMID) and select them.

   📘

   The merchant search covers every merchant under your brand.

4. Choose a role. You can either:

   • Select one role to apply to every merchant in the invite, or
   • Change the role for individual merchants.

5. Click Save.

The system sends an invite to the user, and they appear in the Merchant Users table.

What the invited user sees

1. The user receives an email that lists each merchant they were added to, with a Get started button.
2. They click Get started and set a password.
3. They land in Stax Pay, where they can switch between any of the merchants they were added to.
4. Under Settings > Account, they can confirm which user they're logged in as and the email address the invite was sent to.

Related guides

• Creating Team Members: add Stax Connect team members.
• User Roles & Permissions: roles you can assign to a merchant user.
• Adding a User to Multiple Merchants: adding users to merchants in Stax Pay.