Disable or delete user on a customer account
A customer may need help disabling or deleting a user on their account. This article outlines how to easily delete...
Merchants
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Add additional users to a customer account
Your customers may ask to add additional users to their accounts. This support article outlines the steps to add users... -
How to attach sales reps to customer accounts
Share A Refund makes it easy to attach sales reps (or agents) to customer accounts through user roles and the... -
How to identify if the user is a linked user
The Linked User Feature makes managing customers’ accounts more efficient. As a merchant, you may want to view which users... -
How to merge user accounts
As a merchant, you might need to consolidate customer accounts. For example, a customer might have their UPS and FedEx...