User roles

The following roles can be assigned to users each providing their specific level of access to a user.

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Analyst

An analyst can view transactions, including the payment method and buyer details.

This role is great for a user that is looking to perform analysis over transactions but is not expected to perform any actions on transactions, like performing a refund. By default, this role has no access to billing details, shipping details, and reports. Additional permissions can be configured for this user.

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Customer Support

A customer support user can view and manage transactions, including the ability to perform refunds, voids, and captures.

This role is great for a customer support agent who needs insight across all transactions and is expected to perform a refund, void transactions or capture an authorization. By default, this role has no access to billing details, shipping details, and reports. Additional permissions can be configured for this user.

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User Manager

A user manager can manage users, including the ability to invite new users, reset passwords, assign roles, and remove users.

Please note that a user manager will need to be assigned additional roles to allow them to assign those roles to other users. For example, if the user is generated with only the User Manager and Analyst roles, then the user manager will only be able to assign other users the analyst and user manager roles. They will not be able to assign them any other roles.