User Role and Preference Definitions
User Roles are used to give permissions to the user. The user will not be able to use the system unless roles are assigned.
User Preferences allow users to opt in and out of different reports.
| User Role | Definition | User Preference | Definition |
|---|---|---|---|
| Account Vault Add | Allow user to store a credit card or checking/savings account | Email All ACH Transactions | Notify user of all processed ACH transactions (a notification for each transaction throughout the day will be sent to the user via email) |
| Account Vault Delete | Allow user to delete a stored credit card or checking/savings account | Email All Card Transactions | Notify user of all processed credit card transactions (a notification for each transaction throughout the day will be sent to the user via email) |
| Account Vault Edit | Allow user to edit a stored credit card or checking/savings account | ach_return_notice | Notify user if an ACH transaction rejected |
| Account Vault View | Allow user to view stored accounts | nightly ach email | ACH totals/summary report is sent to the user via email every day |
| ACH Refund | Allow user to process an ACH refund or ACH credit (Send) | nightly_cc_email | Credit card totals/summary report is sent to the user via email every day |
| ACH Sale | Allow user to process an ACH debit (Collect) | Declined Recurring Payment Received | Notify user when a recurring transaction is declined |
| ACH Void | Allow user to void an ACH debit or credit | Statement Payment Notification | Allow user to send patient statements (integration specific) |
| Billing Statements | Ability to view billing statements | ||
| Contact Add | Add a contact | ||
| Contact View | Allow user to view contacts | ||
| Credit Card Auth Complete | Allow the user to Complete/Settle an AuthOnly transaction (applies to lodging/hotel merchants only) | ||
| Credit Card Auth Only | This is for authorization only transactions, they will not settle until you do "Auth Complete" | ||
| Credit Card Force | Allow user to process a credit card forced sale with obtained authorization code | ||
| Credit Card Refund | Allow user to refund a credit card sale | ||
| Credit Card Reporting | Allow user to view and generate credit card reports | ||
| Credit Card Sale | Allow user to process a credit card sale | ||
| Credit Card Settle | Allow user to settle a batch | ||
| Credit Card Void | Allow user to void a credit card sale | ||
| File Uploads | Allow user to upload files | ||
| Location Read Only | Read Only for Location Users | ||
| Note Add | Create new notes in a profile | ||
| Note Delete | Delete Notes in a profile | ||
| Note Edit | Edit notes in a profile | ||
| Note List | List all existing notes | ||
| Recurring Add | Allow user to create a recurring payment | ||
| Recurring Delete | Allow user to delete a recurring payment | ||
| Recurring Edit | Allow user to edit a recurring payment | ||
| Recurring List | Allow user to view recurring billings | ||
| Reporting | Allow user access to all reports |