So you just got invited to a Payments Manager+ account — welcome aboard! 🎉 Let’s walk through how to get set up so you can start managing payments in no time.
📨 Step 1: Accept the invite
Check your inbox for an email inviting you to join Payments Manager+. Click the Go to Payments Manager+ button to get started.
🔑 Step 2: Sign in with your temporary password
Click Sign in to Payments Manager+ and log in using the email address and temporary password included in your welcome email.
🔐 Step 3: Set your new password
Create a secure password and enter it again to confirm. Click Continue to move on.
🪪 Step 4: Verify your identity
You’ll receive a security code at your email address. Enter the code and click Verify to confirm your identity.
🚀 Step 5: Enroll in Multi-Factor Authentication (MFA)
Next, you’ll set up MFA to keep your account secure. Click Get Started to begin.
📱 Step 6: Choose your MFA method
Select your preferred method of authentication — either Authenticator App or Text Message, then click Continue.
⚠️ You can only enroll in one MFA method, and this will be the only method used for future logins.
Text Message
- Enter your mobile number
- Click Send Code
- Enter the code you receive and click Verify
Authenticator App
- Open your preferred authenticator app (like Authy, Google Authenticator, or Microsoft Authenticator)
- Scan the QR code or enter the setup key manually
- Enter the 6-digit code generated by the app and click Verify
🎉 Step 7: Access your dashboard
Once verified, you’ll be taken straight to your Payments Manager+ Dashboard.
NOTE: On your next login, you can check Don't ask me again for 45 days on this browser to speed up the sign-in process.
👀 What you’ll see in the dashboard
The data shown depends on your role and location access:
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Multiple locations? Use the drop-down in the top right to switch between them.
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Limited view? If you’re only seeing payments you initiated (and not all activity), your user role may be restricted. Reach out to your account admin to confirm your access level.