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Verifone Central

Users and merchants roles

Last updated: 21-Sep-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 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, Organisations 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.).
   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 
Administration — Merchant Account Configuration & Onboarding   Organisations Create

No

No

No 

No 

No 

No

No
Read

Yes 

Yes

Yes 

Yes 

Yes 

Yes

No
Update

No 

No 

No 

No 

No 

No 

No
Delete

No

No

No

No 

No 

No

No
Secure Card Capture

Yes

Yes 

No

No

No

No

No
Token Scope

Yes

Yes 

No 

No 

No 

No 

No
Payment Provider Contracts

 

Create

No

No 

No 

No 

No 

No 

No
Read

Yes

Yes 

Yes 

Yes 

Yes 

No

No
Update

No 

No 

No 

No

No 

No 

No
Delete

No 

No 

No 

No 

No 

No

No
See Fees

No 

No

No 

No 

No 

No 

No
Points of Interaction

 

Create

Yes

Yes 

No 

Yes 

No 

No

No
Read

Yes 

Yes 

Yes 

Yes 

Yes 

Yes 

No
Update

Yes

Yes 

No

Yes 

No

No 

No
Delete

Yes 

Yes 

No 

Yes 

No

No 

No
3-D Secure Contracts

 

Create

No

No

No 

No 

No 

No 

No
Read

Yes 

Yes 

Yes 

Yes 

Yes 

No 

No
Update

No 

No 

No

No

No 

No 

No
Delete

No 

No 

No 

No 

No 

No 

No
Enable/Disable

No 

No 

No 

No 

No 

No

No
Read Password

No 

No 

No 

No 

No 

No 

No
Wallets
 
Create

Yes

No

No

Yes

No

No

No
Read

Yes

Yes

Yes

Yes 

Yes 

No

No
Update

No

No 

No 

No 

No 

No 

No
Disable

Yes

No

No 

No 

No 

No 

No
Users Create

Yes

Yes

No

No

No 

No 

No
Read

Yes 

Yes 

Yes 

No 

Yes 

No 

No
Update

Yes

No

No 

No

No

No 

No
Delete

Yes 

No

No 

No 

No 

No 

No
Self Read

Yes

Yes 

Yes 

Yes 

Yes 

Yes 

Yes
Self Update

Yes 

Yes 

No

Yes  

Yes

Yes 

Yes
Reset Password

Yes

No

No

No 

No 

No 

Yes
Create API key 

Yes

No

No

Yes 

No

Yes 

Yes
Blocking Rulesets Create

Yes 

No

No 

No 

No

No 

No
Read

Yes

No  

Yes

Yes

No

Yes 

No
Update

Yes

No

No

No

No

No

No
Delete

Yes 

No

No

No 

No 

No 

No
Notification Service Create

Yes

Yes  

No 

Yes

No 

No 

No
Read

Yes

Yes   

No

Yes

No

No

No
Update

Yes

Yes 

No

Yes

No

No 

No
Disable

Yes 

Yes 

No

Yes

No 

No  

No
Checkout Themes Create Theme Yes No No Yes No  No No
View Yes No No Yes No  No No
Read Yes No No Yes No No No
Update Yes No No Yes No No No
Delete Yes No No Yes No No No
Payment Tools Virtual Terminal

 

Access

No 

No 

No 

Yes 

No 

Yes 

No
View

No 

No 

No 

Yes 

No 

Yes 

No
Create & Initiate payment / void payment

No 

No 

No 

Yes 

No 

Yes 

No
Capture payment/ refund/ cancel

No

No  

No 

Yes

No 

No 

No
Pay by Link

 

Access

No

No 

No 

Yes

No

Yes 

No
View PBL list No

No

No

Yes 

No 

Yes 

No
Create link 

No 

No 

No 

Yes 

No 

Yes

No
Reenable link

No  

No  

No  

Yes  

No  

Yes 

No
Disable link

No   

No   

No   

Yes 

No   

Yes 

No
Reporting & Analytics

 

 

 

 

 

Transaction Reporting

 

Access

Yes

Yes

Yes 

Yes

Yes 

Yes 

Yes
View transaction list

Yes 

Yes 

Yes 

Yes 

Yes 

Yes 

Yes
Transaction details: history, actions, details, customer, documents

Yes 

Yes 

Yes 

Yes 

Yes 

Yes 

No
Export CSV

Yes 

Yes 

Yes 

Yes 

Yes 

Yes 

No
Refund

No 

No 

No 

Yes 

No

No 

No
Capture

No 

No 

No 

Yes  

No 

No 

No
Void

No

No 

No

Yes 

No

Yes

No
Access Receipts

Yes 

Yes 

No 

Yes  

No 

Yes 

No
Void Capture

No

No

No

Yes

No

No

No
Settlements Read

No 

No 

Yes

Yes 

Yes 

No

No

Monthly Invoice Summary

Read

Yes  

Yes  

No 

Yes 

No 

No 

No
3-D Secure Authentications
 
Access

Yes   

Yes   

Yes   

Yes   

Yes  

Yes

No
View

Yes    

Yes    

Yes    

Yes    

Yes

Yes

No
Report Scheduler View

Yes    

Yes    

No 

Yes    

Yes    

No 

No
Generated Reports View

Yes    

Yes    

No 

Yes    

Yes    

No 

No
Payout Report View

Yes    

Yes    

No 

Yes    

No 

No 

No
Payment Analytics / Dashboard

 

Access

No 

No

No

Yes

Yes 

No 

No
View

No  

No  

No  

Yes 

Yes 

No 

No
Device Management Devices Report
 
View

Yes

Yes

No 

Yes

Yes

No 

No

Chain of Custody

 

View

Yes

Yes

No 

Yes

Yes

No  

No
Create / Edit

Yes

Yes

No 

Yes

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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