Introduction

Efficiently assigning roles in the Business Center is essential for maintaining secure user access and ensuring operational integrity. This article outlines the default roles, their permissions, and the procedures for creating, managing, and customizing user roles, empowering you to tailor access for your organization’s needs.

Overview

Understanding Default Roles and Permissions

• Administrator: Grants full permissions to create, modify, and delete merchant ID users. Administrators manage all Business Center users under the same Organization ID and can create and assign custom roles. The initial user for each new account is an Administrator.
• Report Download: Allows users to download programmable reports. The password for report downloads does not expire, but these users cannot sign in to the Business Center.
• Additional Default Roles for Products and Services:
  • Case Management Administrator: Provides full case management permissions, which can be customized. Available when Decision Manager is enabled.
  • Case Management Reviewer: Grants permissions for Queue Search, Order Conversion, and Unrestricted Order Review. Permissions are customizable. Available when Decision Manager is enabled.
  • Order Review Manager: Designed for Order Managers, with modifiable permissions. Available when Fraud Management Essential is enabled.
  • Order Reviewer: Designed for Order Reviewers, with modifiable permissions. Available when Fraud Management Essential is enabled.
  • Registration API: Controls access to registration features via API, such as creating, reading, updating, or deleting registration data. This role does not include Business Center access.

Creating Custom Roles

Only Administrators can create and modify roles. Custom roles allow you to select any permissions required for specific tasks. For example, you can create a role for order processing in the Virtual Terminal with permissions for Virtual Terminal transactions, Payment Authorization, and Payment Capture or Settlement.

Role Management Requirements

To manage and assign roles in the Business Center, you must have Administrator permissions. With this access, you can create, modify, and delete roles, and assign users to them.

Procedure

Note:

- New users will appear as users only after completing their setup, which includes responding to the activation email and setting a password.

- Also, when creating a new user, verify that the assigned role includes Business Center access. For example users assigned the Report Download role do not have access to sign in to the Business Center.

Creating a New User

1. Sign in to the Business Center with Administrator or user management permissions.
2. Navigate to Account Management > Users.
3. Select + Create user.
4. Enter the required user details: First Name, Last Name, Username (optional), and Email.
5. Assign the appropriate role. Note that users assigned the Report Download role cannot sign in to the Business Center.
6. Select Save.

Managing Roles

1. Sign in to the Business Center with Administrator permissions.
2. Navigate to Account Management > Users.
3. Create custom roles by selecting the required permissions and assigning them to users.
4. Modify roles as your business needs change.

Managing Roles in Bulk

You can select the checkbox next to one or more user names, then choose the appropriate action, such as Delete, Disable, or Enable.

Deleting Users

1. Sign in to the Business Center with Administrator permissions.
2. Navigate to Account Management > Users.
3. From the Username column, select the user you wish to delete.
4. From the user profile, select Delete.

Unlocking a User Account

1. Sign in to the Business Center.
2. Navigate to Account Management > Users.
3. Select the checkbox next to the user(s) to unlock.
4. Select Enable at the top right of the user table.
5. Alternatively, select the user name, then from the user profile select Profile status and choose Enable.

FAQs

• Which permissions are needed for actions such as receiving email receipts?
  Permissions depend on the action. For email receipts, ensure the user has the appropriate notification permissions.
• Why are sections or tabs missing in the Business Center dashboard?
  Confirm the user’s assigned role and permissions. Update them as needed.
• How do I configure sandbox or test environments?
  Please refer to Support Article: KA-07420.
• Why can’t I delete an Administrator user?
  Only Administrators may delete other Administrator users. If this option is unavailable, sign in with an Administrator account or request assistance from another Administrator.
• Why am I not receiving a user activation email?
  Please refer to Support Article: 000002343.

Additional Resources

• Business Center
• Sandbox/Test Environment Configuration (KA-07420)
• User Activation Email Troubleshooting (000002343)