How do I manage user roles?

Customer Area users can be assigned to various roles. These roles specify what users can access and manage within the live or test environment. 

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As an admin, you can control these permissions by assigning roles and by specifying which merchant accounts these apply to. You can find a list here of all the user roles and the permissions they correspond to. 

 

To see which roles are assigned to your own account: 

Log into the Customer Area > Select the User icon in the top right > My user.

 

To change a user's permissions:

  1. Log in to your Customer Area, and go to Account > Users
  2. Select the user from the User List. This opens the Edit User page
  3. Make your changes
  4. Select Save

If you would like to get an overview on all the users and their permissions, you can download the Users within a company report in the Customer area.

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