Merchant portal user roles

Table of contents

  1. What are the types of user roles? 
  2. Permission levels
  3. Email subscriptions
  4. How to add new users or update user roles

What are the user roles available? 

Control what your team can access in the Merchant Portal and streamline your workflow by assigning your team members a user role.

There are 5 user roles: Super admin, Admin, Manager, Standard and Limited. 

 

Understanding User Roles and Permissions

Super admin

  • Role automatically assigned to business executive — all accounts will have one super admin. The super admin role is not visible to other roles. 
  • Highest level of permissions.
  • Can view and edit business and bank account information, add/edit all users and role types, and view all applications.

Admin

  • Ideal for office admins. 
  • Full permissions to manage all aspects of the portal.
  • Can view and edit business and bank account information, add/edit all users and role types, and view all applications.

Manager

  • Ideal for overseeing a team of users.
  • Has all the same permissions as an Admin, except they cannot edit business or bank account information and they cannot add/edit Admin user roles.

Standard

  • Can view all applications in the portal.
  • Cannot add, delete, or edit any other users or edit business or bank account information.

Limited

  • The most restricted role.
  • Can only view applications they sent.
  • Cannot edit business information or view/edit other users.

 

Table 4 (1).png

 

How to update users roles or add new users

Admins can add/remove/edit all users; Managers can add/remove/edit users for the same level or below. 

  1. Log in to the Merchant Portal
  2. Head to Account settings
  3. Select User management 
  4. To edit a user’s role or information → click the pencil icon next to their name
  5. To add a new user → select Add User

 

Email notifications

When subscribed to email notifications, Admins and Managers will receive email notifications for all applications. Standard and Limited users will only receive email notifications for applications that they send.

How to update email notifications

All users can edit notifications from the Merchant Portal within their My profile page.

  1. Log in to the Merchant Portal
  2. Head to Account settings
  3. Select My profile
  4. To edit notifications → click the edit button at the bottom of the page
  5. Click the checkbox to turn on or off email notifications