Online Help

Roles

Access to the Merchant Interface is managed by assigning a role to each user account. Each role has a predefined set of permissions that manage which functions and actions a user can access in the Merchant Interface. For some roles, these permissions can be customized by disabling certain permissions that are enabled by default. There are five roles available to assign to a user account.
  • Account Owner:
     An Account Owner is the top-level user. The Account Owner has permanent access to all features of the Merchant Interface and manages all other user accounts. Only an Account Owner can create another Account Owner.
  • Account Adminstrator:
     By default, an Account Administrator has all Merchant Interface permissions except for the ability to enable or disable payment gateway services or to manage Account Owner user accounts.
  • Transaction Manager:
     By default, a Transaction Manager role can perform all transaction processing functions in the Merchant Interface.
  • Account Analyst:
     By default, an Account Analyst can only view and download Merchant Interface statements and reports.
  • Account Contact:
     An Account Contact cannot access the Merchant Interface. The Account Contact only receives account notification e-mails.
Every role except for Account Contact can perform these basic functions:
  • Basic interface access:
     Log on to the Merchant Interface, view the home page, announcements and online help files, and contact customer support.
  • Edit their user profile:
     Edit their contact information and password, and subscribe to notification and administrative emails.
  • View account information:
     View payment gateway account information, services, payment methods, and reseller contact information.
  • View transaction information:
     View unsettled transactions, transaction details, Automated Recurring Billing (ARB) subscriptions, and file upload statuses for regular and ARB transactions.
  • View reports:
     View and download transaction summaries, transaction settlement reports, statistics reports, and returned items reports.
    For details about the functions of each role, see Roles and Permissions.