Roles
The Merchant portal can be used by different groups to perform key business tasks. Users from different groups have different permissions within the portal.
| Role | Description |
|---|---|
| Admin | Full control, best for business administrators. |
| Finance | Best for users who need access to transaction and balance details but don't need to manage VIP consumers. |
| Operations | Best for users who need access to transaction and balance details, and VIP management. |
| Customer Service | Best for users who assist consumers and need access to transaction details and VIP management. |
The below table outlines the specific permissions and access of the user group roles.
| Admin | Finance | Operations | Customer Service | |
|---|---|---|---|---|
| Homepage | ||||
| Analytics Dashboard | ✔ | ✔ | ||
| Account Balance Reports | ||||
| Daily Summary | ✔ | ✔ | ✔ | |
| Adjustment | ✔ | ✔ | ✔ | |
| Disbursement | ✔ | ✔ | ✔ | |
| Transaction Reports | ||||
| Payins | ✔ | ✔ | ✔ | ✔ |
| Payouts | ✔ | ✔ | ✔ | ✔ |
| Returns | ✔ | ✔ | ✔ | ✔ |
| Representment | ✔ | ✔ | ||
| Identity Verification | ✔ | ✔ | ✔ | ✔ |
| Merchant Configuration | ||||
| VIP Consumers | ✔ | ✔ | ✔ | |
| Admin Configurations | ||||
| User Management | ✔ |
Updated 4 months ago
