What user types can I assign to my employees in the Payments Portal?

The Payments Portal has four different user types that you can assign to your employees’ accounts:

  • Administrative user: Performs all functions including creating and managing other users. This user is typically the business owner or manager.
  • Power user: Performs card sales, pre-authorizations, voids, refunds, and views reports. This user is typically the sales supervisor.
  • Terminal user: Performs card sales, pre-authorizations, refunds, and views reports. This user is typically the sales assistant.
  • Reporting user: Views reports but cannot perform any transactions.
Note: The functions a user can perform depends on their user type.

Modified on: Tue, 10 Apr, 2018 at 6:37 AM