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Users & Permissions

  • Enable View-Only Access for Converge Users

    You can grant users view-only permission in Converge as needed. This option is only available for batches and tokenization. Follow the steps below to begin. 1. Click the Employees tab in Converge. Sel...

  • Update Your Security Questions

    A step-by-step guide for how to change your security questions. You can protect your account by changing your security questions as needed—just follow the steps below. If you need further assistance c...

  • Change Your Account Password

    Keeping your account password secure is a top priority. If necessary, you can change your password or another user's password within your organization by following the steps below. Note: If you are al...

  • Add a New User in Converge

    Before a new hire at your company can start using Converge to process payments, you will need to add them into Converge and assign permissions for the tasks they will be expected to perform. Requireme...

  • Change a User's Rights

    Converge allows you to have up to 5,000 individual login accounts for your employees. You can provide employee access and user rights during set up or afterward. If an employee already has a Converge ...