User Roles Defined in Payments Portal
When setting up a user, you will need to set their role and permissions.
User roles allow you to select what portal features and permissions are available for each user.
Users & Roles are found under Settings ➡️Users.
There are two user roles that are pre-generated in the portal: Admin and Basic.
- Admin role: Default role, allows access to all features throughout the portal and the ability to edit as needed.
- Basic role: Serves as a "view-only" user who can see feature activity but does not have the ability to utilize, alter, or edit any features.
You may also create new roles and set your own permissions.
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