Online Help

Roles and Permissions

Each user is assigned to one of five roles. Each role is configured with certain permissions to manage functions and features the user can access. Many of the permissions for roles can be disabled as needed to customize the role's capabilities within
Authorize.net
. By default, all possible permissions are enabled for the Account Owner. While the Account Contact is a role, it cannot access
Authorize.net
, and this role has no permissions and does not appear in the table below.
All user roles, except for Account Contact, have the following basic, non-editable rights in the payment gateway:
  • Basic interface access:
     User can log on to the Merchant Interface, view the home page, announcements, help files, and contact Customer Support.
  • Edit own user profile:
     User can edit own contact information and password, and subscribe to notification and administrative emails.
  • View account information:
     User can view payment gateway account information, services, payment methods, and reseller contact information.
  • View transaction information:
     User can view unsettled transactions, transaction details, Automated Recurring Billing (ARB) subscriptions, and file upload statuses for regular and ARB transactions.
  • View reports:
     User can view and download transaction summaries, transaction settlement reports, statistics reports and returned items reports.
The Roles and Permissions table shows which permissions are available for each role in each workspace, except for Account Contacts, which have no permissions and cannot be edited. By default, all permissions that are available for a role are enabled, but many of these permissions can be revoked in order to limit a user's capabilities. These permissions can be customized by an Account Owner or Account Administrator for each user.
Use this key to see which role permissions can be revoked:
  • Default:
     This permission is permanently enabled for the role and cannot be revoked. While every permission in the Account Owner role is a default permission, the other roles consist of a mix of permissions that are permanently enabled and permissions that can be disabled.
  • Yes:
     This permission is enabled for the role, but it can be disabled.
  • No:
     This permission is permanently disabled for the role.
Roles and Permissions
Permission
Account Owner
Account Administrator
Transaction Manager
Account Analyst
Home Workspace
View/Customize Dashboard
: Ability to access the dashboard.
Default
Default
Default
Default
Customers Workspace
Add/Manage Customers
: Add, edit, and delete CIM profiles.
Default
Yes
Yes
No
Payments Workspace
Accept Payment
: Ability to charge a credit card or bank account and to create and manage invoices and simple checkout items.
Default
Yes
Yes
No
Refund Payment
: Ability to refund a credit card or bank account.
Default
Yes
Yes
No
View Transactions
: Ability to view transactions and transaction details.
Default
Default
Default
Default
Manage Transactions
: Ability to void transactions, submit previously authorized transactions for caputure, and approve or decline FDS transactions.
Default
Yes
Yes
No
Subscriptions
: Ability to create, edit, upload, delete, and search Automated Recurring Billing (ARB) subscriptions.
Default
Yes
Yes
No
Fraud Settings
: Ability to edit fraud filter settings, Card Code Verification (CCV), Address Verification Service (AVS), and IP tools.
Default
Yes
No
No
Reports Workspace
Daily Settlement Report
: Ability to access the daily settlement report.
Default
Default
Default
Default
Account Updater Report
: Ability to access the Account Updater report when the Account Updates product is enabled at the account level.
Default
Default
Default
Default
eCheck Reports
: Ability to access the Account Updater report when the eCheck product is enabled at the account level.
Default
Default
Default
Default
eCheck NOC Reports
: Ability to view and download eCheck Notices of Change (NOC) report.
Default
Yes
Yes
Yes
Account Workspace
My Profile
: Ability to access the user's profile details.
Default
Default
Default
Default
View My Business Details:
 Ability to access payment gateway account information, services, payment methods, and reseller contact information.
Default
Default
Default
Default
Edit My Businesss Details:
 Ability to update business contact information and edit credit card and bank account billing information.
Default
Yes
No
No
View and Download Billing Statement
: Ability to view billing statements and fee definitions.
Default
Yes
Yes
Yes
Manage Users
: Ability to add, edit, unlock, and delete user accounts.
Default
Yes
No
No
Account Settings
: Ability to edit the settings for these features: supported card types, partial auth, pre/final auth, cut-off time, time zone, virtual terminal, payment form field, print receipts, email receipts, simple checkout, and transaction version.
Default
Yes
No
No
Transaction Security Settings
: Ability to create the API login ID, update the transaction key, enable and disable file upload capabilities, and configure the MD5 Hash and the password required mode. Also includes the ability to run the merchant interface in test mode.
Default
Yes
No
No
Fraud Settings
: Ability to edit the default fraud settings.
Default
Yes
No
No
Device Management
: Ability to manage mobile devices.
Default
Yes
No
No
Product Marketplace
View Product Marketplace
: Ability to access to Product Marketplace.
Default
Default
Default
Default
Enable/Disable Products
: Ability to enable or disable products in the Product Marketplace.
Default
No
No
No
General Permissions
Manage Mobile Devices
: Ability to add or remove mobile devices that can access the account.
Default
Yes
No
No
Close Account
: Ability to contact
Authorize.net
 to close the payment gateway account after verifying account information.
Default
No
No
No