Objective

To ensure the efficient assignment of roles with appropriate permissions in the Business Center, maintaining clear management and security of user access. This involves understanding default roles, their permissions, and how administrators can manage and customize roles to meet specific needs.

Role Assignment in the Business Center: 

Assigning roles in the Business Center involves selecting from default roles with predefined permissions or creating custom roles to suit specific needs. This process affects a user's ability to perform various actions within the Business Center, ensuring they have the necessary access while maintaining security and control.
Default Roles and Permissions:

• Administrator: Full permissions to create, modify, and delete merchant ID users. Administrators also have the ability to manage other Business Center users associated with the same Organization ID, create and assign custom roles. When a new account is registered, the first user created is the Administrator.
• Report Download: Enables users to download programmable reports. The password for downloading reports never expires, but the user cannot log in to the Business Center.

• Case Management Administrator: Full case management permissions; modifiable as needed.
  • Note: Available when Decision Manager is enabled.
• Case Management Reviewer: Permissions for Queue Search, Order Conversion, and Unrestricted Order Review; modifiable as needed.
  • Note: Available when Decision Manager is enabled.
• Order Review Manager: Example role for Order Managers; modifiable as needed.
  • Note: Available when Fraud Management Essential is enabled.
• Order Reviewer: Example role for Order Reviewers; modifiable as needed.
  • Note: Available when Fraud Management Essential is enabled.

Custom Roles: Only administrators can create and modify roles, adding any permissions required for specific tasks. For example, to process orders in the Virtual Terminal, a custom role might include permissions for Virtual Terminal Transaction, Payment Authorization, and Payment Capture/Settlement/Debit.
Requirements: To manage and assign roles in the Business Center, you must have administrator permissions. This allows you to create, modify, and delete roles, and assign users to these roles as needed.

Creating a New User in the Business Center:

1. Sign in to the Business Center:
   • Access the appropriate Business Center environment (Test or Production) using an account with administrator or user management permissions.
2. Navigate to User Management:
   • From the left navigation pane, select Account Management > Users.
3. Initiate User Creation:
   • Click on the + Create user button.
4. Enter User Details:
   • Fill in the necessary fields:
     • First Name
     • Last Name
     • Username (optional)
     • Email
5. Assign a Role:
   • Select an appropriate role for the user from the available options. Note that users assigned the Report Download role do not have sign-in access to the Business Center.
6. Save the User:
   • After entering all required information and selecting a role, click Save.

Note: The Username field is optional. You can specify a username or allow the new user to provide it themselves.

Managing Roles in the Business Center:

1. Sign in to the Business Center: Ensure you have administrator permissions.
2. Navigate to Account Management: Select Account Management > Users from the navigation pane to access roles and permissions settings.
3. Create Custom Roles (if needed): Create custom roles by selecting the necessary permissions and assigning them to the appropriate users.
4. Modify Roles: Adjust permissions for custom roles as needed to fit changing requirements.

1. What permissions are needed to perform specific actions, such as receiving email receipts or accessing certain features?
   • Permissions vary based on the action. For example, to receive email receipts, ensure the user has the relevant notification permissions.
2. How do I handle access issues, such as missing sections or tabs in the EBC Dashboard?
   • Verify the user's assigned role and permissions. Adjust as necessary in the User Management section.
3. How do I configure and manage sandbox or test environments for Cybersource?
   • For more information on our sandbox environments, please refer to Support Article: Visa Acceptance Solutions – Developer Resources and Sandbox Environment
4. Why can't I delete a user who is an administrator in the Business Center? 
   • Only users with the Administrator role can delete other administrator users. If the delete button is disabled, it is likely that your user account does not have the Administrator role. To resolve this, sign in with a user that has the Administrator role or ask another user with the Administrator role to perform the following steps:
     1. From the left navigation pane, select Account Management > Users.
     2. From the Username column, select the user that you want to delete.
     3. From the user's Profile, select Delete.
5. Why am I not receiving my user activation email or related emails?
   • Please refer to Support Article: I am not receiving emails from Client Services