Assignable Roles
You can assign roles to all users added to your FlexPay Merchant Portal, whether they have just been invited or even have completed their sign-up and are active.
It’s important for users to have the correct roles assigned to ensure that they have access only to appropriate information and controls, while being able to complete their required tasks. By default your users can be assigned to one of three key roles each with the permissions and capability outlined below:
| Feature | Admin | Sales Rep | Reporter |
|---|---|---|---|
| View customer (PII) | YES | YES | YES |
| View, search and filter orders | YES | YES | YES |
| View order details | YES | YES | YES |
| Export orders | YES | YES | YES |
| Refund orders | YES | YES | NO |
| View rate card | YES | NO | NO |
| Configure offers | YES | NO | NO |
Updated 2 months ago