Only users with the administrator or manager roles can create and manage the users accessing the Curlec portal. When creating a user, there is an option to allow the user to view all mandates and Instant Pays created, in addition to the ones they created themselves. For each added user, their records would appear on the “User Management” page.

To add a user:

  1. Click on the main menu.

  2. Select “Settings” - “User Management”.

  3. Click on the “+” on the bottom right of the page.

  4. Create a user by completing the “Add User” form.

  5. Tick on the “View all Mandate and Instant Pay” checkbox ito allow the user to view all mandates and Instant Pays.

  6. Click on “Save”.