What are the different account roles?

User roles and permissions determine what users can do in the Merchant portal and what sections and access they have access to.

There are 7 types of account roles: 

  • Workspace Admin – Access to and control over everything
  • Admin – Access to everything excluding managing users
  • Supervisor – Can view and perform all actions related to orders: create, capture, refund, and cancel
  • Sales Manager – Can view, create and capture orders
  • Refunds Manager – Can view, refund, and cancel orders
  • Finance Manager – Can view orders and settlements
  • Customer Care Agent – Can view Orders only

How did we do?

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)