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.
Roles and permissions
Below are presented the merchant roles and the permissions levels of merchant users in Verifone Central:
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.
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.
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.
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.
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.
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.
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.).
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.
An external reseller employee who can create, view, and manage orders at any country level within their reseller group.
An external reseller user who can view the portfolio, create, view, and manage orders on behalf of the country the user is in.
This role is a role for users who have self-signed up with Verifone and are awaiting KYC/AML approval.
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.
Merchant Admin
Merchant Account Configuration & Onboarding
Read · Secure Card Capture · Token Scope
Create · Read · Disable
Create · Read · Update · Delete
Self read · Self update · Create API key
Create · Read · Update
Create · Read · Update · Delete
Create · Read · Update · Disable
Create / edit customer
Create / edit / delete product
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV · Access Receipts
Monthly Invoice Summary
View
View
View
Payout Report
View
Merchant Order Admin
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV · Access Receipts
Monthly Invoice Summary
View
View
Payout Report
View
Create · Read · Update
Merchant Reviewer
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV
View
Merchant Supervisor
Access · View · Create & Initiate payment / void payment · Capture payment / refund / cancel
Access · View PBL list · Create payment link · Reenable link · Disable link · Customer search bar
Create / edit customer
Create / edit / delete product
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV · Refund · Capture · Void · Void Capture · Access Receipts
View
Monthly Invoice Summary
View
View
Payout Report
View
Merchant User
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV
View
View
Merchant Cashier
Access · View · Create & Initiate payment / void payment
Access · View PBL list · Create payment link · Reenable link · Disable link · Customer search bar
Create / edit / delete product
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV · Void · Access Receipts
Merchant External Partner
Access · View transaction list
Provider White Label Manager
Access · View transaction list · Transaction details: history, actions, details, customer, documents · Export CSV
View
Reseller Manager
Reseller Representative
Merchant Unapproved
Last updated
Was this helpful?