Verifone Central

Users and merchants roles

Last updated: 19-Jul-2024
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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 organisation. 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 Yes 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

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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