You can edit a user’s role to update their access to specific resources, reflecting changes in user responsibilities and ensuring the security of your portal account. Any portal user with another user boarded under their account can edit access for that user at any time. This tutorial describes how to edit the access role for an existing user.
Audience: Partner, Merchant
Customize User Access Roles
Complete all steps in the following sections to update a user’s access capabilities.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have the full name of the user as it is written in the portal.
Open the User Profile Roles Tab
Click USERS under the Management category in the left navigation panel to open the Users page.
Locate the desired user in the Users table and select any information to open the User Profile page.
Click ROLE in the left panel.
Customize User Roles for Specific Resources
Toggle the ADVANCED button to ON in the upper-right corner of the Roles tab.
Click the dropdown menu for each Action category to view all possible associated resources. The following Action categories are available: Create, Full view, Summary view, Update or Delete.
In an Action category dropdown menu, you can customize the user roles by selecting individual resources. You can also click ALL to give the user access to all related roles or NONE to remove all access for that category.
(Optional) Expand each selected role resource under each action category to reveal sub-resources that can be enabled or disabled at any time.
Click Save in the upper-right corner to complete the process.
Result: The user role preferences are updated in the portal.
Tip
Your browser cache might prevent you from seeing your changes immediately when updating an existing user’s roles. If this happens, try clearing your browser cache or reloading the page in a private or incognito browser window.
Next Steps
After updating the user roles, review the following guides for information on customizing user access to the portal:
Create a User Access Template: Apply an access template and its customized resource settings to any user that is added to your account in the future.
Create a User Team: Create a team to help you streamline work flows and user role assignments.