Verifone Central

Users and merchants roles

Last updated: 28-Apr-2025
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Overview

Each user is created with a certain role(s) which will provide a specific set of permissions. Users will always be created in an organization, as this will determine the access scope of the user. If the user is created in a top-level organization, they will have access to all organizations below. In case the user is boarded into a lower-level organization, the scope will be reduced to that specific organization.

 
You can view and search for users in your organization 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

Below are are presented the merchant roles and the permissions levels of merchant users in Verifone Central:

  • 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 organization may have more than one Merchant Admin.
  • Merchant Order Admin – This role is assigned to users who can have permission to create, view and modify orders with Order Service and Boarding UI. It is complimentary to the MERCHANT_ADMIN role, meaning this can be added to a user which also has the MERCHANT ADMIN role.
  • 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 Supervisor – This role is assigned to the owner of the organization. This user is able to use all payment tools and perform all payment actions. It has read access for the Transaction dashboard, Organizations list, and Point of Interaction (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, Organizations list, and 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, Organizations list, and POI list.
  • Merchant External Partner – This role is assigned to users which are outside of the of merchant's company/ business, but are still trusted to get access to merchant data (such as transaction data, etc.).
  • Provider White Label Manager – This role is assigned to users which have acquired the White Label feature. The feature enables users to customize the layout and designs of their Organizations within Verifone Central.
  • Reseller Manager - An external reseller employee who can create, view and mange orders at any country level within their reseller group.
  • Reseller Representative - An external reseller user who can view the portfolio, create, view and manage orders on behalf of the country the user is in.
 
A user with multiple roles inherits all the rights and permissions of all assigned roles
However, the Merchant External Partner role will overwrite the rights and permissions of the other assigned roles.
Location in Verifone Central Permissions Roles
Section Components & features (subsection) Merchant Admin Merchant Order Admin Merchant Reviewer Merchant Supervisor Merchant User Merchant Cashier Merchant External Partner Provider White Label Manager Reseller Manager Reseller Representative
Administration — Merchant Account Configuration & Onboarding Organizations Create No No No No No No No No No No
Read Yes Yes Yes Yes Yes Yes No Yes No No
Update No No No No No No No No No No
Delete No No No No No No No No No No
Secure Card Capture Yes Yes No No No No No No No No
Token Scope Yes Yes No No No No No No No No
Payment Provider Contracts Create No No No No No No No No No No
Read Yes Yes Yes Yes Yes No No Yes No No
Update No No No No No No No No No No
Delete No No No No No No No No No No
See Fees No No No No No No No No No No
Points of Interaction Create No Yes No No No No No No No No
Read Yes Yes Yes Yes Yes Yes No Yes No No
Update No Yes No No No No No No No No
Delete No Yes No No No No No No No No
3D Secure Contracts Create No No No No No No No No No No
Read Yes Yes Yes Yes Yes No No Yes No No
Update No No No No No No No No No No
Delete No No No No No No No No No No
Enable/Disable No No No No No No No No No No
Read Password No No No No No No No No No No
Wallets Create Yes No No Yes No No No No No No
Read Yes Yes Yes Yes Yes No No Yes No No
Update No No No No No No No No No No
Disable Yes No No No No No No No No No
Users Create Yes Yes No No No No Yes No Yes No
Read Yes Yes Yes No No No No Yes Yes No
Update Yes No No No No No No No Yes No
Delete Yes No No No No No No No Yes No
Self Read Yes Yes Yes Yes Yes Yes Yes Yes No No
Self Update Yes Yes No Yes Yes Yes Yes Yes No No
Reset Password No No No No No No No No Yes No
Create API key Yes No No Yes No Yes No No No No
Blocking Rulesets Create Yes No No No No No No No No No
Read Yes No Yes Yes Yes No No Yes No No
Update Yes No No No No No No No No No
Delete Yes No No No No No No No No No
Notification Service Create Yes Yes No Yes No No No No No No
Read Yes Yes No Yes No No No No No No
Update Yes Yes No Yes No No No No No No
Disable Yes Yes No Yes No No No No No No
Checkout Themes Create Theme No No No Yes No Yes No No No No
View No No No Yes No Yes No No No No
Read No No No Yes No Yes No No No No
Update No No No Yes No Yes No No No No
Delete No No No Yes No Yes No No No No
Audit Log Create No No No No No No No No No No
Read Yes No No No No No No No No No
Update No No No No No No No No No No
Delete No No No No No No No No No No
Payment Tools Virtual Terminal Access No No No Yes No Yes No No No No
View No No No Yes No Yes No No No No
Create & Initiate payment / void payment No No No Yes No Yes No No No No
Capture payment/ refund/ cancel No No No Yes No No No No No No
Pay by Link Access No No No Yes No Yes No No No No
View PBL list No No No Yes No Yes No No No No
Create link No No No Yes No Yes No No No No
Reenable link No No No Yes No Yes No No No No
Disable link No No No Yes No Yes No No No No
Customer search bar No No No Yes No Yes No No No No
Customer Catalog Create/edit customer Yes No No Yes No No No No No No
Reporting & Analytics Orders/ Transactions Reports Access Yes Yes Yes Yes Yes Yes Yes Yes No No
View transaction list Yes Yes Yes Yes Yes Yes Yes Yes No No
Transaction details: history, actions, details, customer, documents Yes Yes Yes Yes Yes Yes No Yes No No
Export CSV Yes Yes Yes Yes Yes Yes No Yes No No
Refund No No No Yes No No No No No No
Capture No No No Yes No No No No No No
Void No No No Yes No Yes No No No No
Access Receipts Yes Yes No Yes No Yes No No No No
Void Capture No No No Yes No No No No No No
Settlements Read No No Yes Yes Yes No No Yes No No
Monthly Invoice Summary Read Yes Yes No Yes No No No No No No
3D Secure Authentications Access Yes Yes Yes Yes Yes Yes No Yes No No
View Yes Yes Yes Yes Yes* Yes No Yes No No
*Note: Merchant users can only access the 3-D Secure Authentications of their organization and cannot access the 3-D Secure Authentications of their sub-organizations.    
Report Scheduler View Yes Yes No Yes Yes No No No No No
Generated Reports View Yes Yes No Yes Yes No No Yes No No
Payout Report View Yes Yes No Yes No No No No No No
Payment Analytics / Dashboard Access Yes No No Yes Yes No No Yes No No
View Yes No No Yes Yes No No Yes No No
Device Management Devices Report View Yes Yes No Yes Yes No No Yes Yes No
Chain of Custody View Yes Yes No Yes Yes No No Yes Yes No
Create / Edit Yes Yes No Yes Yes No No Yes Yes No
Boarding Place orders Create No Yes No No No No No No Yes Yes
View No Yes No No No No No No Yes Yes
Update No Yes No No No No No No Yes Yes
Customize Layout White Label Manage No No No No No No No Yes No No

Creating new users

Here is how you can create a new user:

 
Only users with Merchant Admin access can set up new users, as per the above table.
  1. Select Administration > Users.
    users tab
  2. Click Add New User.
    add user
  3. Complete the following fields:
    • Full name
    • Email address
    • Organization
    • 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.

Deleting a user

 
Only users with Merchant Admin access can delete users, as per the above table.
  1. Select Administration > Users.
    users tab
  2. Select the needed user from the user list.
    User list

  3. Click on Delete user.
    Delete user option

     
    Only users having the Disabled status can be deleted.
  4. A confirmation message will be displayed. Select a reason for the deletion and click on Delete user. If you don't want to delete the user select the Keep user button.
    Delete reasons
  5. Deleted users will still be visible in the user list, with the status Deleted.
    deleted user

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