Users and merchant roles
Users
Each user is created with a certain role(s) which will provide a specific set of permissions. Users will always be created in an organisation, as this will determine the access scope of the user. If the user is created in a top-level organisation, they will have access to all organisations below. In case the user is boarded into a lower-level organisation, the scope will be reduced to that specific organisation.
Note: You can view and search for users in your organisation by name or email address on the Administration -> Users tab, depending on your access level. Merchant admins can also add new users on the Administration -> Users tab.
Roles and permissions
Here are the merchant roles and the permissions level of merchant's users:
- Merchant Admin – This is an administrative role which can onboard new users & updates blocking rulesets. It is the Verifone Cloud Services account contact person providing Portal access to your employees. An organisation may have more than one Merchant Admin.
- Merchant Supervisor – This role is assigned to the owner of the organisation. This user is able to use all payment tools and perform all payment actions. It has read access for the Transaction dashboard, Organisations list, and Point of Interaction (POI) list.
- Merchant Cashier – This role has access to the payment tools but cannot issue any refund. It has read access for the Transaction dashboard, Organisations list, and POI list.
- Merchant User – This role and is granted viewing access but restricts the user from performing actions. It is ideal for call center support staff. It has read access for the Transaction dashboard, Organisations list, and POI list.
- Merchant Reviewer – This role is an external viewing role. It will grant viewing access for all dashboards on the Portal but restricts the user from performing actions.
- Merchant Order Admin – This role is assigned to users who can have permission to create, view and modify orders with Order Service and MOP UI. It is complimentary to the MERCHANT_ADMIN role, meaning this can be added to a user which also has the MERCHANT ADMIN role.
Location in Portal | Permissions | Roles | |||||||
---|---|---|---|---|---|---|---|---|---|
Section | Components & features (subsection) |
Merchant Admin |
Merchant Order Admin |
Merchant Reviewer |
Merchant Supervisor |
Merchant User |
Merchant Cashier |
||
Administration — Merchant Account Configuration & Onboarding | Organisations | Create |
No |
No |
No |
No |
No |
No |
|
Read |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Update |
No |
No |
No |
No |
No |
No |
|||
Delete |
No |
No |
No |
No |
No |
No |
|||
Secure Card Capture |
Yes |
Yes |
No |
No |
No |
No |
|||
Token Scope |
Yes |
Yes |
No |
No |
No |
No |
|||
Payment Provider Contracts
|
Create |
No |
No |
No |
No |
No |
No |
||
Read |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
|||
Update |
No |
No |
No |
No |
No |
No |
|||
Delete |
No |
No |
No |
No |
No |
No |
|||
See Fees |
No |
No |
No |
No |
No |
No |
|||
Points of Interaction
|
Create |
Yes |
Yes |
No |
Yes |
No |
No |
||
Read |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Update |
Yes |
Yes |
No |
Yes |
No |
No |
|||
Delete |
Yes |
Yes |
No |
Yes |
No |
No |
|||
3-D Secure Contracts
|
Create |
No |
No |
No |
No |
No |
No |
||
Read |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
|||
Update |
No |
No |
No |
No |
No |
No |
|||
Delete |
No |
No |
No |
No |
No |
No |
|||
Enable/Disable |
No |
No |
No |
No |
No |
No |
|||
Read Password |
No |
No |
No |
No |
No |
No |
|||
Wallets |
Create |
No |
No |
No |
No |
No |
No |
||
Read |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
|||
Update |
No |
No |
No |
No |
No |
No |
|||
Disable |
No |
No |
No |
No |
No |
No |
|||
Users | Create |
Yes |
Yes |
No |
No |
No |
No |
||
Read |
Yes |
Yes |
Yes |
No |
Yes |
No |
|||
Update |
Yes |
No |
No |
No |
No |
No |
|||
Delete |
Yes |
No |
No |
No |
No |
No |
|||
Self Read |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Self Update |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
|||
Reset Password |
Yes |
No |
No |
No |
No |
No |
|||
Create API key |
Yes |
No |
No |
Yes |
No |
Yes |
|||
Blocking Rulesets | Create |
Yes |
No |
No |
No |
No |
No |
||
Read |
Yes |
No |
Yes |
Yes |
No |
Yes |
|||
Update |
Yes |
No |
No |
No |
No |
No |
|||
Delete |
Yes |
No |
No |
No |
No |
No |
|||
Notification Service | Create |
Yes |
Yes |
No |
Yes |
No |
No |
||
Read |
Yes |
Yes |
No |
Yes |
No |
No |
|||
Update |
Yes |
Yes |
No |
Yes |
No |
No |
|||
Disable |
Yes |
Yes |
No |
Yes |
No |
No |
|||
Checkout Themes | Create Theme | Yes | No | No | Yes | No | No | ||
View | Yes | No | No | Yes | No | No | |||
Read | Yes | No | No | Yes | No | No | |||
Update | Yes | No | No | Yes | No | No | |||
Delete | Yes | No | No | Yes | No | No | |||
Payment Tools | Virtual Terminal
|
Access |
No |
No |
No |
Yes |
No |
Yes |
|
View |
No |
No |
No |
Yes |
No |
Yes |
|||
Create & Initiate payment / void payment |
No |
No |
No |
Yes |
No |
Yes |
|||
Capture payment / refund / cancel |
No |
No |
No |
Yes |
No |
No |
|||
Pay by Link
|
Access |
No |
No |
No |
Yes |
No |
Yes |
||
View PbL list | No |
No |
No |
Yes |
No |
Yes |
|||
Create link |
No |
No |
No |
Yes |
No |
Yes |
|||
Reenable link |
No |
No |
No |
Yes |
No |
Yes |
|||
Disable link |
No |
No |
No |
Yes |
No |
Yes |
|||
Reporting & Analytics
|
Transaction Reporting
|
Access |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
View transaction list |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Transaction details: history, actions, details, customer, documents |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Export CSV |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Refund |
No |
No |
No |
Yes |
No |
No |
|||
Capture |
No |
No |
No |
Yes |
No |
No |
|||
Void |
No |
No |
No |
Yes |
No |
Yes |
|||
Access Receipts |
Yes |
Yes |
No |
Yes |
No |
Yes |
|||
Void Capture |
No |
No |
No |
Yes |
No |
No |
|||
Settlements | Read |
No |
No |
Yes |
Yes |
Yes |
No |
||
Monthly Invoice Summary |
Read |
Yes |
Yes |
No |
Yes |
No |
No |
||
3-D Secure Authentications |
Access |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
||
View |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|||
Report Scheduler | View |
Yes |
Yes |
No |
Yes |
Yes |
No |
||
Generated Reports | View |
Yes |
Yes |
No |
Yes |
Yes |
No |
||
Payout Report | View |
Yes |
Yes |
No |
Yes |
No |
No |
||
Payment Analytics / Dashboard
|
Access |
No |
No |
No |
Yes |
Yes |
No |
||
View |
No |
No |
No |
Yes |
Yes |
No |
|||
Device Management | Devices Report |
View |
Yes |
Yes |
No |
Yes |
Yes |
No |
|
Chain of Custody
|
View |
Yes |
Yes |
No |
Yes |
Yes |
No |
||
Create / Edit |
Yes |
Yes |
No |
Yes |
Yes |
No |
Creating new users
Here is how you can create a new user:
- Select Administration > Users.
- Click Add New User.
- Complete the following fields:
- Full name
- Email address
- Organisation
- Access rights - determines the level of access needed for transaction tasks. See the Roles and permissions section above for more details
The new user will receive an email inviting them to set up a password to activate their account.