User Permissions

User permissions can be set to give users access to various parts of the system.

Admin User vs Standard User

There are two main types of user:

  • admin users
  • standard users

Admin users have read and write permissions across all parts of the merchant dashboard account. While standard users can enjoy selected permissions. User permissions can be added to a newly created user, or alternatively an existing standard user can have their permissions edited, with write permissions read access is automatically instated.

Important assumption

It is important to note that the difference between and admin user and a standard user with all permissions set, is a standard user cannot view or edit other user accounts, only an admin has this privilege.

Permissions Overview

These are the areas of the system where standard users access can be applied in merchant dashboard:

Checkbox

Prerequisite

Access

Purchases

Authorised Users

Payments > Transactions > Purchases

Refunds

Authorised Users

Payments > Transactions > Refunds

Disputes

Authorised Users that
belong to a Third Party Processor (TPP)
enabled merchant

Payments > Transactions > Disputes

Batches

Authorised Users

Batch Payments > Batches

Direct Debits

Authorised Users & Merchant with Direct Entries enabled

Home > Direct Debits

Direct Credits

Authorised Users & Merchant with Direct Entries enabled

Home > Direct Credits

Customers

Authorised Users

Customers

Billing

Billing Read
and/or
Billing Write

Billing > Invoices
Billing > Payment Plans
Billing > Payments
Billing > Search

Reports

Reports Read and/or
Reports Write

Reports > Authentication
Reports > Transaction
Reports > Disputes
Reports > Settlements
Reports > Payouts
Reports > Payment Plans

Reports Write

Reports > Subscribers

Account

Statement Read

Account > Statement