Users and merchants roles

Each user is created with a certain role(s) which will provide a specific set of permissions. Users will always be created in an organization, as this will determine the access scope of the user. If the user is created in a top-level organization, they will have access to all organizations below. In case the user is boarded into a lower-level organization, the scope will be reduced to that specific organization.

You can view and search for users in your organization by name or email address on the Administration > Users tab, depending on your access level. Merchant admins can also add new users on the Administration > Users tab.

Roles and permissions

Below are presented the merchant roles and the permissions levels of merchant users in Verifone Central:

• Merchant Admin – This is an administrative role that can onboard new users and update blocking rulesets. It is the Verifone Cloud Services account contact person providing portal access to your employees. An organization may have more than one Merchant Admin.

• Merchant Order Admin – This role is assigned to users who have permission to create, view, and modify orders with Order Service and Boarding UI. It is complementary to the MERCHANT_ADMIN role, meaning this can be added to a user who also has the MERCHANT ADMIN role.

• Merchant Reviewer – This role is an external viewing role. It will grant viewing access for all dashboards on the Portal, but restricts the user from performing actions.

• Merchant Supervisor – This role is assigned to the owner of the organization. This user is able to use all payment tools and perform all payment actions. It has read access for the Transaction dashboard, Organizations list, and Point of Interaction (POI) list.

• Merchant User – This role and is granted viewing access but restricts the user from performing actions. It is ideal for call center support staff. It has read access for the Transaction dashboard, Organizations list, and POI list.

• Merchant Cashier – This role has access to the payment tools but cannot issue any refund. It has read access for the Transaction dashboard, Organizations list, and POI list.

• Merchant External Partner – This role is assigned to users who are outside of the of merchant's company/ business, but are still trusted to get access to merchant data (such as transaction data, etc.).

• Provider White Label Manager – This role is assigned to users who have acquired the White Label feature. The feature enables users to customize the layout and designs of their Organizations within Verifone Central.

• Reseller Manager - An external reseller employee who can create, view, and manage orders at any country level within their reseller group.

• Reseller Representative - An external reseller user who can view the portfolio, create, view, and manage orders on behalf of the country the user is in.

A user with multiple roles inherits all the rights and permissions of all assigned roles.

However, the Merchant External Partner role will overwrite the rights and permissions of the other assigned roles.

Location in Verifone Central	Components & features	Permissions	Merchant Admin	Merchant Order Admin	Merchant Reviewer	Merchant Supervisor	Merchant User	Merchant Cashier	Merchant External Partner	Provider White Label Manager	Reseller Manager	Reseller Representative
Administration — Merchant Account Configuration & Onboarding	Organizations	Create	No	No	No	No	No	No	No	No	No	No
		Read	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No	No
		Update	No	No	No	No	No	No	No	No	No	No
		Delete	No	No	No	No	No	No	No	No	No	No
		Secure Card Capture	Yes	Yes	No	No	No	No	No	No	No	No
		Token Scope	Yes	Yes	No	No	No	No	No	No	No	No
	Payment Provider Contracts*	Create	No	No	No	No	No	No	No	No	No	No
		Read	Yes	Yes	Yes	Yes	Yes	No	No	Yes	No	No
		Update	No	No	No	No	No	No	No	No	No	No
		Delete	No	No	No	No	No	No	No	No	No	No
		See Fees	No	No	No	No	No	No	No	No	No	No
	Points of Interaction	Create	No	Yes	No	No	No	No	No	No	No	No
		Read	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No	No
		Update	No	Yes	No	No	No	No	No	No	No	No
		Delete	No	Yes	No	No	No	No	No	No	No	No
	3D Secure Contracts	Create	No	No	No	No	No	No	No	No	No	No
		Read	Yes	Yes	Yes	Yes	Yes	No	No	Yes	No	No
		Update	No	No	No	No	No	No	No	No	No	No
		Delete	No	No	No	No	No	No	No	No	No	No
		Enable/ Disable	No	No	No	No	No	No	No	No	No	No
		Read Password	No	No	No	No	No	No	No	No	No	No
	Wallets	Create	Yes	No	No	Yes	No	No	No	No	No	No
		Read	Yes	Yes	Yes	Yes	Yes	No	No	Yes	No	No
		Update	No	No	No	No	No	No	No	No	No	No
		Disable	Yes	No	No	No	No	No	No	No	No	No
	Users	Create	Yes	Yes	No	No	No	No	Yes	No	Yes	No
		Read	Yes	Yes	Yes	No	No	No	No	Yes	Yes	No
		Update	Yes	No	No	No	No	No	No	No	Yes	No
		Delete	Yes	No	No	No	No	No	No	No	Yes	No
		Self Read	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No
		Self Update	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	No	No
		Reset Password	No	No	No	No	No	No	No	No	Yes	No
		Create API key	Yes	No	No	Yes	No	No	No	No	No	No
		Create/ edit/ view organization group	Yes	No	No	No	No	No	No	No	No	No
	Blocking Rulesets	Create	Yes	No	No	No	No	No	No	No	No	No
		Read	Yes	No	Yes	Yes	Yes	No	No	Yes	No	No
		Update	Yes	No	No	No	No	No	No	No	No	No
		Delete	Yes	No	No	No	No	No	No	No	No	No
	Notification Service	Create	Yes	Yes	No	Yes	No	No	No	No	No	No
		Read	Yes	Yes	No	Yes	No	No	No	No	No	No
		Update	Yes	Yes	No	Yes	No	No	No	No	No	No
		Disable	Yes	Yes	No	Yes	No	No	No	No	No	No
	Checkout Themes	Create Theme	No	No	No	Yes	No	Yes	No	No	No	No
		View	No	No	No	Yes	No	Yes	No	No	No	No
		Read	No	No	No	Yes	No	Yes	No	No	No	No
		Update	No	No	No	Yes	No	Yes	No	No	No	No
		Delete	No	No	No	Yes	No	Yes	No	No	No	No
	Audit Log	Create	No	No	No	No	No	No	No	No	No	No
		Read	Yes	No	No	No	No	No	No	No	No	No
		Update	No	No	No	No	No	No	No	No	No	No
		Delete	No	No	No	No	No	No	No	No	No	No
Payment Tools	Virtual Terminal	Access	No	No	No	Yes	No	Yes	No	No	No	No
		View	No	No	No	Yes	No	Yes	No	No	No	No
		Create & Initiate payment/ void payment	No	No	No	Yes	No	Yes	No	No	No	No
		Capture payment/ refund/ cancel	No	No	No	Yes	No	No	No	No	No	No
	Pay by Link	Access	No	No	No	Yes	No	Yes	No	No	No	No
		View PBL list	No	No	No	Yes	No	Yes	No	No	No	No
		Create link	No	No	No	Yes	No	Yes	No	No	No	No
		Reenable link	No	No	No	Yes	No	Yes	No	No	No	No
		Disable link	No	No	No	Yes	No	Yes	No	No	No	No
		Customer search bar	No	No	No	Yes	No	Yes	No	No	No	No
	Customer Catalog	Create/ edit customer	Yes	No	No	Yes	No	No	No	No	No	No
	Product Catalog	Create/ edit/ delete product	Yes	No	No	Yes	No	Yes	No	No	No	No
Reporting & Analytics	Orders/ Transactions Reports	Access	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No
		View transaction list	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No
		Transaction details: history, actions, details, customer, documents	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No	No
		Export CSV	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No	No
		Refund	No	No	No	Yes	No	No	No	No	No	No
		Capture	No	No	No	Yes	No	No	No	No	No	No
		Void	No	No	No	Yes	No	Yes	No	No	No	No
		Access Receipts	Yes	Yes	No	Yes	No	Yes	No	No	No	No
		Void Capture	No	No	No	Yes	No	No	No	No	No	No
	Settlements	Read	No	No	Yes	Yes	Yes	No	No	Yes	No	No
	Monthly Invoice Summary	Read	Yes	Yes	No	Yes	No	No	No	No	No	No
	3D Secure Authentications	Access	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No	No
		View	Yes	Yes	Yes	Yes	Yes**	Yes	No	Yes	No	No
	Report Scheduler	View	Yes	Yes	No	Yes	Yes	No	No	No	No	No
	Generated Reports	View	Yes	Yes	No	Yes	Yes	No	No	Yes	No	No
	Payout Report	View	Yes	Yes	No	Yes	No	No	No	No	No	No
	Payment Analytics / Dashboard	Access	Yes	No	No	Yes	Yes	No	No	Yes	No	No
		View	Yes	No	No	Yes	Yes	No	No	Yes	No	No
Boarding	Place orders	Create	No	Yes	No	No	No	No	No	No	Yes	Yes
		View	No	Yes	No	No	No	No	No	No	Yes	Yes
		Update	No	Yes	No	No	No	No	No	No	Yes	Yes
Customize Layout	White Label	Manage	No	No	No	No	No	No	No	Yes	No	No

*For Surcharge configuration details and merchant role permissions, check the Surcharge documentation.

**Merchant users can only access the 3-D Secure Authentications of their organization and cannot access the 3-D Secure Authentications of their sub-organizations.

Managing users

Creating new users

You can create new users by following the steps below or by watching this video tutorial.

Only users with Merchant Admin access can set up new users, as per the above table.

1. Select Administration > Users.

   
2. Click Add New User.

   
3. Complete the following fields:

   • Full name

   • Email address

     Creating accounts with fake domains (example: Yopmail, Getnada, Guerrillamail) on the production environment is banned. The existing accounts created using fake domains on production have been disabled. If a user is created using these domains the error message This email domain is not supported. Please try another address. will be displayed.

   • Organization

   • Access rights - determine the level of access needed for transaction tasks. See the Roles and permissions section above for more details.

The new user will receive an email inviting them to set up a password to activate their account.

Deleting a user

You can delete a user by following the steps below or by watching the short video tutorial. Before deleting a user, you need to disable them first, as only disabled users can be deleted.

Only users with Merchant Admin access can delete users, as per the above table.

1. Select Administration > Users.

   
2. Select the needed user from the user list.

   
3. Click on Delete user.

   

   Only users having the Disabled status can be deleted.

4. A confirmation message will be displayed. Select a reason for the deletion and click on Delete user. If you don't want to delete the user select the Keep user button.

   
5. Deleted users will still be visible in the user list, with the status Deleted.

   

Managing hierarchy groups

To check more information on hierarchy groups, check the Organizations documentation.

Adding new organization groups

1. Select Administration > Users.

   
2. Click on Add new organization group.

   
3. Enter the group name and select a parent organization. Select at least two organizations. Click Save to create the group.

   
4. The created group will appear on the Users page once you switch to the Groups tab.

   
5. To assign a group to a user switch to the Users tab and select the required user from the list.

   
6. On the user’s detail page, click on Edit, and select the appropriate group organization from the dropdown menu (marked with a Group tag), in the Organization field. Once the changes are saved, the user is assigned to the selected group.

   

Editing an organization group

1. On the Users page, switch to the Groups tab and open the Group Details page by selecting a record on the groups list.

   
2. Click on Edit to update the group details.