Summary
This article explains how to add a new team member in the Zopa In Person Portal. It covers where to manage users, how to register a new team member, and the information required during setup.
When to use this article
Use this article when you need to:
- Add a new team member
- Give a colleague access to the Zopa In Person Portal
- Assign a role to a user
Before you start
Make sure:
- You have access to the Zopa In Person Portal
- You have the new team member’s:
- First name
- Last name
- Email address
- You know which role they should be assigned
Steps
- Log in to the Zopa In Person Portal.
- Navigate to your name.
3. Select Team Management.
4. Click Add Team Member.
5. Enter the team member’s:
- First name
- Last name
- Email address
- Role
Role descriptions
| Role | Description |
|---|---|
| Merchant Admin | Company configuration, 2FA and cyber security, all applications, API codes, user management, and refunds. Note: additional Merchant Admin’s can only be added via retaileronboarding@dividebuy.co.uk |
| Merchant Owner |
All applications, API codes, user management and refunds.
|
| Merchant Member | Can only see their own applications. |
6. Review the information entered.
7. Click Register.
Need more help?
Contact retaileronboarding@dividebuy.co.uk if:
- You cannot add a new team member
- The user does not receive their registration email
- You are unable to assign the correct role
- You need to add an additional Merchant Admin
- The new user cannot access the portal after registration
If possible, include the user’s email address and screenshots of any error messages when contacting support.