Permissions

This document outlines all the available permissions and their descriptions for the application.

Note

This is a list of all possible permissions. Not all permissions are available to every account or account type.

For example Sales Agent accounts will not have access to underwriting permissions.

Table of Contents

• Quick Reference
• CRM
• Applications
• Support
• Residuals
• Reports
• Gateway
• Equipment
• Underwriting
• Manage Merchants
• Merchant Accounts
• API Keys
• Compliance

Quick reference

Permission	Name
readCRM	View CRM Data
writeCRM	Manage CRM Data
readApplications	View Applications
writeApplications	Manage Applications
readSupport	View Support Tickets
writeSupport	Manage Support Tickets
readResiduals	View Residuals
writeResiduals	Manage Residuals
readReports	View Reports
writeReports	Manage Reports
readGateway	View Gateway Settings
writeGateway	Manage Gateway Settings
readEquipment	View Equipment
writeEquipment	Manage Equipment
readUnderwriting	View Underwriting
writeUnderwriting	Manage Underwriting
readMerchants	View Merchants
writeMerchants	Manage Merchants
readVirtualTerminal	View Virtual Terminal
writeVirtualTerminal	Use Virtual Terminal
readMerchantStatements	View Statements
writeMerchantStatements	Manage Statements
readChargebacks	View Chargebacks
writeChargebacks	Manage Chargebacks
readMerchantCustomers	View Customers
writeMerchantCustomers	Manage Customers
readMerchantTransactions	View Transactions
writeMerchantTransactions	Manage Transactions
readMerchantPaymentForms	View Payment Forms
writeMerchantPaymentForms	Create Payment Forms
readApiKeys	View API Keys
writeApiKeys	Manage API Keys
readCompliance	View Compliance
writeCompliance	Manage Compliance

CRM

• View CRM Data

  • Description: Access customer profiles, leads, and contact history. View customer interactions and relationship data.
  • Permission: readCRM

• Manage CRM Data

  • Description: Create and modify customer profiles, update lead information, and manage customer relationships. Add notes and track interactions.
  • Permission: writeCRM

Applications

• View Applications

  • Description: Access merchant applications, view submission details, and track application status through the approval process.
  • Permission: readApplications

• Manage Applications

  • Description: Process merchant applications, update application status, request additional information, and manage the approval workflow.
  • Permission: writeApplications

Support

• View Support Tickets

  • Description: Access support tickets, view merchant inquiries, and track ticket status and resolution progress.
  • Permission: readSupport

• Manage Support Tickets

  • Description: Create and update support tickets, assign agents, respond to merchant inquiries, and resolve customer issues.
  • Permission: writeSupport

Residuals

• View Residuals

  • Description: Access commission reports, view revenue sharing calculations, and monitor payment distributions.
  • Permission: readResiduals

• Manage Residuals

  • Description: Configure commission structures, adjust revenue sharing rules, and process residual payments to partners.
  • Permission: writeResiduals

Reports

• View Reports

  • Description: Access financial reports, transaction analytics, merchant performance metrics, and system statistics.
  • Permission: readReports

• Manage Reports

  • Description: Create custom reports, configure reporting parameters, and schedule automated report generation.
  • Permission: writeReports

Gateway

• View Gateway Settings

  • Description: Access payment gateway configurations, view processing rules, and monitor transaction routing.
  • Permission: readGateway

• Manage Gateway Settings

  • Description: Configure payment gateways, set up processing rules, manage transaction routing, and optimize payment flows.
  • Permission: writeGateway

Equipment

• View Equipment

  • Description: Access terminal inventory, view device status, and track hardware assignments to merchants.
  • Permission: readEquipment

• Manage Equipment

  • Description: Process equipment orders, configure terminals, manage inventory, and handle hardware deployments.
  • Permission: writeEquipment

Underwriting

• View Underwriting

  • Description: Access risk assessments, view merchant verification status, and monitor compliance requirements.
  • Permission: readUnderwriting

• Manage Underwriting

  • Description: Conduct risk assessments, verify merchant information, set risk parameters, and manage approval criteria.
  • Permission: writeUnderwriting

Manage Merchants

• View Merchants

  • Description: Access merchant profiles, view account settings, and monitor merchant status and activity.
  • Permission: readMerchants

• Manage Merchants

  • Description: Create and modify merchant accounts, update business information, and configure merchant settings.
  • Permission: writeMerchants

Merchant Accounts

• View Virtual Terminal

  • Description: Access the virtual terminal interface and view transaction processing capabilities.
  • Permission: readVirtualTerminal

• Use Virtual Terminal

  • Description: Process payments through the virtual terminal and manage transaction operations.
  • Permission: writeVirtualTerminal

• View Statements

  • Description: Access merchant statements, transaction summaries, and financial reports.
  • Permission: readMerchantStatements

• Manage Statements

  • Description: Generate merchant statements, configure statement settings, and manage report delivery.
  • Permission: writeMerchantStatements

• View Chargebacks

  • Description: Access chargeback cases, view dispute details, and monitor resolution status.
  • Permission: readChargebacks

• Manage Chargebacks

  • Description: Handle chargeback disputes, submit evidence, and manage resolution processes.
  • Permission: writeChargebacks

• View Customers

  • Description: Access customer profiles, view payment methods, and monitor customer activity.
  • Permission: readMerchantCustomers

• Manage Customers

  • Description: Create and update customer profiles, manage payment methods, and handle customer data.
  • Permission: writeMerchantCustomers

• View Transactions

  • Description: Access transaction history, view payment details, and monitor processing status.
  • Permission: readMerchantTransactions

• Manage Transactions

  • Description: Process refunds, void transactions, and handle transaction-related operations.
  • Permission: writeMerchantTransactions

• View Payment Forms

  • Description: Access payment form templates, view form configurations, and monitor form usage.
  • Permission: readMerchantPaymentForms

• Create Payment Forms

  • Description: Design custom payment forms, configure payment options, and manage form deployments.
  • Permission: writeMerchantPaymentForms

API Keys

• View API Keys

  • Description: Access API credentials, view integration settings, and monitor API usage.
  • Permission: readApiKeys

• Manage API Keys

  • Description: Generate API keys, configure access levels, and manage integration permissions.
  • Permission: writeApiKeys

Compliance

• View Compliance

  • Description: Access compliance requirements, view compliance status, and monitor compliance metrics.
  • Permission: readCompliance

• Manage Compliance

  • Description: Configure compliance rules, update requirements, and manage compliance settings.
  • Permission: writeCompliance