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Example You need someone in your organisation to perform day-to-day operations such as creating a Payment Link or a webhook. In this case, you can give access of your Dashboard to a person and assign the Operations role. This limits the access to actions related to refunds and settlements only.

Standard User Roles

Following are the predefined user roles that you can assign to your team members: The Owner can perform all the actions. The Admin can perform all the actions. Check all the actions that a Manager can perform. Check all the actions that a team member with Operations role can/cannot perform. Check all the actions that a team member with Finance role can/cannot perform. Check all the actions that a a team member with ePOS role can/cannot perform. Check all the actions that a team member with Support role can/cannot perform.
Handy Tips
  • Assign a role to your team member.
  • Each role is tied to an email address.
  • Assign multiple roles to a team member using multiple email addresses.
  • Limit a user’s access to the Dashboard using these roles.

Owner

Actions Allowed

✔ Generate API Keys

✔ Create and manage webhooks

✔ View all transactions and settlements

✔ Configure payment capture settings

✔ Capture transactions

✔ Create refunds

✔ Create and upload batch files

✔ Download and email reports

✔ Use Payments Mobile App

✔ Add Funds/Balance

✔ Install OAuth Apps

Admin

Actions Allowed

✔ Generate API Keys

✔ Create and manage webhooks

✔ View all transactions and settlements

✔ Configure payment capture settings

✔ Capture transactions

✔ Create refunds

✔ Create and upload batch files

✔ Download and email reports

✔ Use Payments Mobile App

Manager

Actions Allowed/Not Allowed

✔ Create and manage webhooks

✔ View all transactions and settlements

✔ Configure payment capture settings

✔ Capture transactions

✔ Create refunds

✔ Create and upload batch files

✔ Download and email reports

✔ Use Payments Mobile App

✘ Generate API Key

Operations

Actions Allowed/Not Allowed

✔ Create and manage webhooks

✔ View all transactions and settlements

✔ Configure payment capture settings

✔ Capture transactions

✔ Create refunds

✔ Create and upload batch files

✔ Download and email reports

✔ Use Payments Mobile App

✖ Generate API Keys

Finance

Actions Allowed/Not Allowed

✔ View all transactions and settlements

✔ Configure payment capture settings

✔ Create and upload batch files

✔ Download and email reports

✔ Use Payments Mobile App

✖ Generate API Keys

✖ Create and manage webhooks

✖ Capture transactions

✖ Create refunds

✖ Create and manage Payment Links

ePOS

Actions Allowed/Not Allowed

✖ Generate API Keys

✖ Create and manage webhooks

✖ Manage Teams

✖ View all transactions and settlements

✖ Capture transactions

✖ Create refunds

✖ Create and upload batch files

✖ Download and email reports

✖ View Payment Links created by other users

Support

Actions Allowed/Not Allowed

✔ View all transactions and settlements

✖ Generate API Keys

✖ Create and manage webhooks

✖ Capture transactions

✖ Create refunds

✖ Create and upload batch files