How to set up users in Converge

To add a user in Converge, go to the Employees tab, click Create New Employee, fill in the required fields, choose a terminal and a User Rights Profile, then click Save. Our support team often sets up your first users for you. You can add more yourself.
When a new company needs to start using Converge to process payments, you will need to create a user for them and assign permissions.

  • Applies to: Converge
  • Who can do it: only users with user management rights can create and manage users
On this page

How do I create a new user in Converge?

  1. Go to Employees tab. Click Create New Employee.
    Converge Employee Management page with Employees selected in the left menu and the CREATE NEW EMPLOYEE button at top right
  2. Fill in the required fields on the Create New Employee form. Required fields are marked with an asterisk. Select the terminal you want the user to access. You can select the terminal from the drop-down list. Click Save or Cancel.
    Converge Create New Employee form with required fields marked *, the Select a Terminal to Add drop-down, and CANCEL and SAVE
  3. Select a User Rights Profile for the new user.
    Edit Employee Information USER RIGHTS tab with the Default Selection Options drop-down open: None, Standard, Manager, Administrator
  4. Click Save or Cancel.

Which User Rights Profile should I choose?

Profile What the user can do
None Nothing: no permissions in Converge.
Standard Charge basic transactions.
Manager Everything in Standard, plus return transactions, batch transactions, tokenization transactions, and billing and invoicing.
Administrator Every permission available in Converge.

Can I give a user custom permissions?

Yes. Instead of using a profile as it is, open each section (Transactions, Batch, and so on) and select only the permissions that user needs.

Updated November 2, 2026

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Taking payments with Converge? See Converge from Cartis

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