Introduction

Efficient role assignment in the Business Center is crucial for managing user access and maintaining security. This involves understanding default roles, their permissions, and how administrators can manage and customize roles to meet specific needs. By selecting from default roles with predefined permissions or creating custom roles, administrators can ensure users have the necessary access to perform various actions within the Business Center.

Overview Steps

Default Roles and Permissions

• Administrator: This role has full permissions to create, modify, and delete merchant ID users. Administrators can manage other Business Center users associated with the same Organization ID and create and assign custom roles. The first user created when a new account is registered is the Administrator.
• Report Download: Users with this role can download programmable reports. The password for downloading reports never expires, but the user cannot log in to the Business Center.
• Additional Default Roles for Other Products and Services:
  • Case Management Administrator: Full case management permissions, modifiable as needed. Available when Decision Manager is enabled.
  • Case Management Reviewer: Permissions for Queue Search, Order Conversion, and Unrestricted Order Review, modifiable as needed. Available when Decision Manager is enabled.
  • Order Review Manager: Example role for Order Managers, modifiable as needed. Available when Fraud Management Essential is enabled.
  • Order Reviewer: Example role for Order Reviewers, modifiable as needed. Available when Fraud Management Essential is enabled.
  • Registration API: Controls access to registration features via our API, such as creating, reading, updating, or deleting registration data.

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.

Procedure

Creating a New User in the Business Center

1. Sign in to the Business Center using an account with administrator or user management permissions.
2. Navigate to User Management by selecting Account Management > Users.
3. Click on the + Create user button.
4. Enter the necessary user details, including First Name, Last Name, Username (optional), and Email.
5. Assign an appropriate role to the user. Note that users assigned the Report Download role do not have sign-in access to the Business Center.
6. Click Save after entering all required information and selecting a role.

Managing Roles in the Business Center

1. Sign in to the Business Center with administrator permissions.
2. Navigate to Account Management and select Users to access roles and permissions settings.
3. Create custom roles by selecting the necessary permissions and assigning them to the appropriate users.
4. Modify roles as needed to fit changing requirements.

Deleting Users in the Business Center

1. Sign in to the Business Center with administrator permissions.
2. Navigate to Account Management and select Users.
3. From the Username column, select the user you want to delete.
4. From the User's profile, select Delete.

Unlock Another User Under Your Account

1. Sign in to the Business Center.
2. Select Account Management > Users.
3. Select the checkbox(es) next to the user(s) you want to unlock.
4. Click the Enable button on the top right of the user table to enable the selected user(s).
5. Alternatively, click on the User Name and on the User Profile page, click on Profile status at the top right and select enable to unlock the user this way as well.

FAQs

• 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.
• 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.
• How do I configure and manage sandbox or test environments for Cybersource? For more information on our sandbox environments, refer to Support Article: KA-07420
• 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 task.
• Why am I not receiving my user activation email or related emails? Refer to Support Article: 000002343