Users - Permissions

User Setup is available only to users with permission to access this feature. It allows merchants to maintain their own users.

Before you add a new user you need to give them the correct permissions by clicking on “More Settings”

Sample Users Permissions window: %settings_user_permission
Allow Pay Pages – permission to modify Payment Page, if available
Allow Terminal Setup – permission to modify merchant terminals settings
Allow Refund – permission to perform Refunds
Allow Virtual Terminal – permission to use Virtual Terminal
Allow User Setup – permission to maintain merchant user accounts
Allow Open Batch – permission to access Open Batch tool
Allow Closed Batch – permission to access Closed Batch tool
Allow Bulk Payments - this function should be enabled only if there is a special agreement between the merchant and %CompanyName
Allow Billing - permission to access Merchant monthly billings
Allow Pre-Auth – permission to authorise/complete pre-auth transactions. This field is available only when the merchant has at least one pre-auth enabled terminal
Allow Secure Cards Storage – permission to manage stored card details
Allow Subscriptions – permission to manage subscriptions
Allow Dashboard – permission to access the dashboard

Clicking on the ‘Add’ button will create the new merchant user account. Contents of each field will be validated before saving, a corresponding message will appear on the screen if any field is invalid. Clicking on the ‘Back’ button will bring you back to the User List page and the user account will not be created.