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