User Type Descriptions

  • Merchant Employee - Will have access to everything to process, void, or refund payment but cannot review disputes.

  • Merchant Accounting - This is intended for an accountant or bookkeeper requiring reporting and additional tools to reconcile.

  • Merchant Manager - Grants access to everything above including reports.

  • Merchant Admin - Typically paired with Merchant Manager so that person can add users.

    • To add a new user simply go to the left hand navigation and select Users > Manage > + New User. This is a good option for staff and accountants to assist with transaction and reconciliation questions.

  • Merchant Applicant - This implies the owner registered on file and cannot be assigned.

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