Quick answer
Create users from the dental office Employees tab so staff can access the correct PayStack tools for that office.
A user can be assigned to more than one dental office using the same email address.
Where to go
- Open the ISO Dashboard Portal.
- Go to Manage Dental Offices.
- Select the dental office.
- Open the Employees tab.
- Select Add Employee.
Required fields
Enter:
- First name
- Last name
- Mobile phone, if needed
- Role
- Address, if needed
Select a role
PayStack has two user roles:
Role | Use for |
Admin | Users who need to create other users and manage permissions |
User | Standard users who only need access to assigned workflows |
Set permissions
Turn on only the permissions the user needs for this dental office.
Available permissions include:
- Vault Card
- Voids
- Recurring Payments
- Refund
- Statement Report
- Close Batch
Permissions are specific to the dental office.
Set payment preferences
Payment preferences set that user’s default behavior for the office.
Available preferences include:
- Post on Complete
- Vault Card
- Default Terminal
These are defaults only and should be set based on the user’s normal workflow.
Welcome email and password status
After a user is created, PayStack sends a welcome email so the user can set their password.
On the Employees tab, the action button helps show the user’s status:
Button shown | What it means |
Resend Welcome Email | The user has not accepted the invite or set their password yet |
Send Password Reset | The user has accepted the invite and already set their password |
This is helpful when supporting login issues.
If a user says they did not receive the welcome email, resend it from the Employees tab.
If the user has already accepted the invite but cannot log in, send a password reset or have them use Forgot Password from the main login page.
Multi-location users
A user can access more than one dental office with the same email address.
To add an existing user to another office:
- Go to the second dental office.
- Open Employees.
- Add the user using the same email address.
- Enter their first name, last name, role, permissions, and preferences for that office.
Best practice: have the user accept their first welcome email and create a password before adding them to additional offices.
If the user receives multiple welcome emails, only the most recent link may work. They can also use Forgot Password from the main login page.
Important name warning
When adding an existing email to another office, use the correct first and last name.
If you enter a different name, it may update the user’s name.
Disable vs. delete
Option | What it does |
Disable | Keeps the user associated with the dental office but prevents login |
Delete | Removes the user from the system |
A user cannot be deleted if they are assigned to other dental offices.
Key takeaway
Use the same email for multi-location users, and use Resend Welcome Email or Send Password Reset to confirm whether the user has completed their password setup.
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