The ability for Portal users to access certain pages, or to perform certain actions, is dependent on the role they have been assigned. You can see the role assigned to your Portal account by viewing your profile page.
The following roles are available:
| Admin | Transaction User | ViewFees And Statements | View Transactions Only | Developer | Virtual Terminal | PaybyLink | |
|---|---|---|---|---|---|---|---|
| View dashboard | |||||||
| View transactions | |||||||
| Generate reports | |||||||
| Virtual Terminal | |||||||
| Pay by Link | |||||||
| View acquirer fees | |||||||
| Merchant statements | |||||||
| Re-auth transactions | |||||||
| Refund transactions | |||||||
| Update transactions | |||||||
| Risk Decisions | |||||||
| Account Checks | |||||||
| View site(s) | |||||||
| Rule Manager | |||||||
| File Manager | |||||||
| Manage API users | |||||||
| View Chargebacks | |||||||
| Payout Terminal | |||||||
| Pay gateway invoice | |||||||
| View users | |||||||
| Manage users | |||||||
| View user roles | |||||||
| View Access Groups | |||||||
| Manage Access Groups | |||||||
| Admin | Transaction User | ViewFees And Statements | View Transactions Only | Developer | Virtual Terminal | PaybyLink |
