Access for Existing Users or New Sign Ups
Existing Users
An existing Neon Pay user can access Neon Pay by logging into app.neonsso.com or app.neononepay.com. The former displays all applications for which you have access. Make sure you use the same email address in both your primary platform (Neon CRM, Arts People, Neon Fundraise, Neon Giving Days) and Neon Pay.
New Neon Pay Sign Ups
If you are setting up a Neon Pay account for the first time, navigate to the Settings cog > Sign up for Neon Pay from within your primary Neon One application.
This link takes you to the Neon Pay registration form. If you complete this form, you will be the only initial administrator for your organization. Only Neon Pay administrators can create merchant accounts and add users, so if you do not add any more Neon Pay users, you will be the only individual capable of creating merchants for your organization.
Having access to Neon CRM, Arts People, Neon Fundraise, or Neon Giving Days does not confer access to your organization's Neon Pay Merchant Portal. Therefore, if you complete the registration form and more users within your organization need Neon Pay access, you will need to add them as Neon Pay users following the steps below.
User Management
You must be a Neon Pay administrator to add, remove, and edit Neon Pay users. Pay admins also receive important communications from Neon Pay. It is imperative to have at least one current Neon Pay administrator to manage Pay users, make adjustments to payouts and bank accounts, and receive sensitive communications.
If you need to be added as a Pay user, speak to the Pay administrator within your organization. They can follow the steps below to add you. If your organization no longer has an active Pay administrator, reach out to the Neon Pay support team for assistance.
How do I add a user?
Neon Pay Administrators can add users by navigating to the Settings cog, then click User Management. Click New User and fill out the new user’s information. Be sure to use the same email address on their Neon One application User profile, if one exists, to allow them to toggle between the apps smoothly.
Select a User Role: Staff or Administrator.
What are the user types within Neon Pay?
There are two user types in Neon Pay: Administrator and Staff. Staff users can read and pull transaction data, initiate refunds, and address disputes. Admin users can do all of the above, as well as modify linked bank account information, manage users for your organization, and edit merchant account information.
Administrators will also receive email notifications for important changes within the portal such as bank account modifications, dispute updates, and payout notifications.
One of my users forgot their password. How do I reset it?
Users can reset their passwords from the log in screen by clicking Forgot Password?
Admins can also send a reset password email to the user. Navigate to the Settings cog, then click User Management. Find the User and click Edit. Click Send Password Reset Email to User. Note: the password reset email expires after 24 hours.
How do I change the Organization Administrator?
Navigate to the Settings cog, then click User Management. Click the pencil icon in the row of the user to be promoted or demoted. Change their User Role.
How do I remove a user?
Navigate to the Settings cog, then click User Management. Click Edit in the user’s row and set them Inactive. They will no longer have access to Neon Pay.
Multi-Organizational Neon Pay Users
If an Organization Admin adds you as a user to their Neon Pay organization account, and you are already a user in Neon Pay elsewhere, you will gain access to both Neon Pay accounts.
Once you are a user in multiple Neon Pay accounts, you will see a banner in Neon Pay. This banner tells you which Organization account you are currently logged into.
To switch between Organization accounts in which you're a user, click the Organization List button in the banner. You will be brought to the Organization Selection page, where you can choose another Organization account to access.
You may also subscribe or unsubscribe from an Organization's emails from this page. Click the Action menu, then Subscribe or Unsubscribe to Emails.
