A user's roles determine what the user can do in the Customer Area, for example, whether they can look up payments, configure risk settings, or download financial reports. Each user can have one or more roles, depending on the tasks they need to perform.
When you first sign up for Adyen, you get an admin user with the most common roles assigned to it. As the admin user, you can then create new users for other people in your organization.
The admin user, like all other users, can only give out roles that they themselves have. This prevents users from giving out unwarranted permissions, thus helping to keep your account safe.
To assign a role to a user:
- Make sure that you have either the Merchant admin or the Merchant user management role
- Log in to your Customer Area
- Go to Settings > Users
- Select the user from the User List, which will open the Edit User page
- Look for the right role and toggle the switch
- Select Save
You can only assign roles that your own user already has. If you need to assign a role that neither you nor your admin have, submit a request. Upon assigning the right roles for the user, the relevant sections in the Customer Area will become available.