Users and merchant roles

Last updated: 03-Mar-2023

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)	Permissions	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
	3-D Secure Authentications	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
	Payment Analytics / Dashboard	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
	Chain of Custody	Create / Edit	Yes	Yes	No	Yes	Yes	No

Creating new users

Here is how you can create a new user:

Note: Only users with Merchant Admin access can set up new users, as per the above table.

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.