Merchant panel user management

The username for the Merchant panel is an email address. Users have different roles with different rights. In this article, you'll find information about roles and instructions for creating, editing, and deleting a user account.

User rights and roles

Payments and settlements

The user can view payment and settlement information but they unable to refund payments or edit Merchant account information. This user might be suitable for a company accountant.
In addition to viewing payment information and reports, if needed, you can grant the following rights:
Manage payments
A user role that can refund payments.
Payment link creation
A user role that grants rights to create payment links. A user with this role cannot initiate refunds, transfer funds or process other payments.
Initiating refunds*
 A user role to create refunds that require separate approval. A user cannot have this role and the “Refund approvalrole.
Refund approval*
A user role that enables the approval of refunds that require it. A user cannot have this role and the “Initiating refunds role.
*Initiating refunds and Refund approval roles require activating the Refund approval setting under Settings. See instructions on how to activate the setting.

Manage users

The user can create and edit merchant account users. The user can also download a users list in XLSX format that including user names, email addresses and roles.

Manage information

The user can manage merchant account information, settings and payment methods.

 

Good to remember about user management

  • Remember to review your company users regularly and remove users who no longer work for your company.
  • Please make sure that in your merchant account there is always one user with the "Manage users"  role.
  • If the person with the "Manage users" role is no longer with the company or responsible for the merchant account, see instructions
  • If the person with the "Manage users" role isn't able to log in to the Merchant panel, see instructions on resetting the password

 

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