---
page_title: Access Management Module
product: HyperCredit
platform: Web
page_source: https://juspay.io/in/docs/hyper-credit/web/smartconvert/access-management-module
llms_txt: https://juspay.io/in/docs/llms.txt
product_llms_txt: https://juspay.io/in/docs/hyper-credit/llms.txt
---


# **Access Management Module** 



The **Access Management**  module allows Merchant Admins to create and manage users who can access SmartConvert. It provides a complete list of users along with their contact details, assigned role, accessible merchants, and account status.


## **Manage Users** 



The **Manage Users**  tab displays all Active and Inactive users.


## **Create a New User** 



This option allows authorised users, such as Merchant Admins, to add new users to SmartConvert. The user creation process has two steps: **User Credentials**  and **Review** .

In the **User Credentials**  step, select the appropriate **Agent Type**  and enter the user’s basic details. The selected Agent Type determines the user’s access and permissions in SmartConvert.


| Field | Description |
|---|---|
| Agent Type | Select the role to be assigned to the user, such as Team Lead or Merchant Agent. |
| Full Name | Enter the user’s complete name. |
| User Name | Enter a unique username for the user. |
| Email | Enter the user’s valid email address. |
| Phone Number | Enter the user’s contact number. |



### **User Persona Hierarchy** 



**Merchant Admin → Account Executive → Team Lead → Merchant Agent** 

Each user receives access based on their assigned role and responsibilities.


| User Persona | Description and Access |
|---|---|
| Merchant Admin | Merchant Admins are the workspace owners. They cannot create orders, but they can view all orders and transactions created for the merchant. They can reassign agents and Team Leads to open orders, create or delete Merchant Agents and Team Leads, access Order and Lender Analytics, use the Accounts tab for reconciliation, and approve granted loans for disbursement. |
| Account Executive | The Account Executive is positioned between the Merchant Admin and Team Lead in the user hierarchy. The exact permissions for this role may vary based on the merchant configuration and should be confirmed during setup. |
| Team Lead | Team Leads act as reporting managers for Merchant Agents. They can create orders, view orders and transactions created by themselves and their assigned agents, reassign agents to open orders, create new Merchant Agents, and approve granted loans for disbursement for their respective agents. |
| Merchant Agent | Merchant Agents are frontline users who manage the order lifecycle. They can create orders, view the orders they have created, and view transactions associated with those orders. |


---

## See Also

- [Analytics Module](https://juspay.io/in/docs/hyper-credit/web/smartconvert/analytics-module)
- [Overview](https://juspay.io/in/docs/hyper-credit/web/status-tracking/overview)