User roles and permissions


Manage users and define access permissions based on their role.

This page documents creating and editing users, as well as assigning roles and permissions to users.

Controls ensure that each user has access to the necessary functionalities according to their role, maintaining security and order.

If your store is part of a network of multiple stores within the same group or Network, it is possible to grant a user access to one or more stores within the same network.

Managing roles and users allows you to:

  • Create roles to group common permissions.
  • Configure users with a predefined role or custom permissions.
  • Assign permissions at the merchant and environment (SBX/PROD) level.
  • Invite and manage users with access based on their role or specific needs.
  • Define general roles and assign them to multiple users.
  • If someone requires special privileges, create privileges with custom permissions.

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Assigning users to multiple stores allows for centralized management of a network.

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To ensure secure transactions and traceability, each user must have their own account. Sharing accounts among multiple users puts the integrity of information at risk and makes it difficult to track activities.

Roles

A role is a predefined set of permissions that groups the actions a user can perform in the Admin.

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Create a role with a new name and assign the role to multiple users.

Role capabilities

The following table classifies the capabilities of each role;

AbilityDescription
Type of trade- Individual business: permits valid only for that business. - Business network: Encompasses several businesses under a single/global network.
EnvironmentSandbox (SBX) and/or Production (PROD).
PermissionsRead-only or edit access to specific sections and resources.

Permits are assigned per selected store. IF a store is part of a network, then you can grant access to:

  • Multiple stores.
  • All stores.
  • Only one store.

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If access to the SBX environment is given, the user will have access to View and Edit all sections of the Admin in the test environment.

List of assignable permissions

Each role can include one or more of the following permissions per section:

SectionPermissionAccess detail
OrdersSee Orders sectionUser can see the Orders section, can use filters and order search, can use pagination and rows per page, can see the details of an order
OrdersGenerate reportsUser can see Export button in Orders section, can create adhoc reports
OrdersExecute refund, capture and cancellationUser can see actionable button in Order Detail, can execute Refund, Capture and Cancellation of orders
MetricsSee Metrics sectionUser can see Metrics section, can select Tabs, can use filters
MetricsView reconciliation metricsThe user can view the Reconciliations tab within the Metrics section. Filters are available.
ReportsSee Reports sectionUser can see Reports section, can see Downloads tab and Scheduled Reports, can see created files and created reports with configuration details
ReportsDownload reportsUser can download files from Downloads Tab
ReportsSchedule recurring reportsUser can schedule reports with recurrence
ConnectionsSee Connections sectionUser can see Connections section, can select Catalog, Active, Disabled and Pending tab, can see details of a configured connection, can use filters
ConnectionsCreate, edit, or disable connectionsUser can connect, edit or disable Connections
Error managementSee Error Handling sectionUser can see Error Management section, can use filters
Error managementChange PSP error actions User can change the actionable errors, can filter, can edit inUser can change the actionable errors, can filter, can edit in bulk
Payment strategiesSee Payment Strategies sectionUser can see strategies, can see details of the strategies
Payment strategiesCreate, edit, and disable payment strategiesUser can create, edit, disable payment strategies
Batch processingSee Batch Processing sectionUser can view Batch Processing section, can see batch details, can download templates
Batch processingUpload batches of bulk operationsUser can upload file to execute refund, capture and mass cancellation
Payment linkSee Payment Links sectionUser can see payment links section, can see details of a payment link, can use filters, can use pagination and row per page of the payment links table
Payment linkCreate or edit payment linksUser can create or edit Payment Links conditions
Installment campaignsSee the Installments Campaigns sectionUser can view the installment campaigns section, can use tabs to filter installment campaigns by status
Installment campaignsCreate, edit, and/or disable installments campaignsUser can create, edit and/or disable installments campaigns
TradeSee Trade sectionUser can view the installment campaigns section, can use tabs to filter installment campaigns by status
TradeView payment settingsUser can see Commerce section, public key, private key, merchant id and can use quick copy
TradeEdit Fraud SettingsUser has access to Payment Settings Tab
TradeEnable multiple partial capturesUser can enable or disable fraud settings
TradeView receipt settingsUser has access to Payment Settings Tab, can enable or disable MPC
TradeActivate automatic receipt sendingUser can enable voucher sending on processed and refunded orders.
Roles and permissionsSee Users, Roles and Permissions sectionUsers can see the User Management section, can see the Roles and Users tab, can see the details of a user, can see the details of a role
Roles and permissionsCreate rolesUsers can create roles
Roles and permissionsEdit roleUsers can edit roles
Roles and permissionsDelete roleUsers can delete roles
Roles and permissionsCreate usersUsers can create users
Roles and permissionsEdit usersUsers can create users
Roles and permissionsDisable usersUsers can disable users
Roles and permissionsEnable usersUsers can enable users
Checkout builderSee Checkout builder sectionUsers can see Checkout builder section
Checkout builderEdit checkout builderUsers can enable or disable payment methods and can change checkout graphic styles.

Users

A user is the individual account that accesses the Admin.

Each user is assigned a role or receives custom permissions that define:

  • The sections you can see.
  • The actions you can perform.
  • What environments can you access?

List of assignable capacities

Each user can have one or more of the following capabilities per section:

CapacityDescription
Role assignmentsInherits all permissions from the defined role (for example, “Analyst”, “Operations”).
Custom permissionsIf you don't have a standard role, you can manually mark each permit by section and trade.
EnvironmentsSBX: Can view/edit sections in tests.
PROD: Can operate with real data.
Account statusPendiente: Received invitation but did not activate account.
Activo: Active access.
Deshabilitado: Cannot access until reactivation.
Store scopeIndividual store: Limited access to a single business.
Store network: Can access network stores if the role or access allows it.

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For more information about users, refer to Manage roles and users.