Use Case: Customize User Access Roles

You can edit the user access capabilities to reflect changes in users' responsibilities and ensure 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.

Partial view of the User Profile page, including the Role tab and customizable resource drop-down menus.

Objective

Update user roles for access to specific resources in the Portal.

Audience

Facilitators
Referrers
Merchants

Environment

Portal (Sandbox)
Portal (Production)

Prerequisites

Prerequisites

You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.
Make sure you have the full name of the user as it is written in the Portal.

Warnings

Warning: User role access levels can only be assigned to new users based on your account level.

For example, a Merchant cannot give “Referrer Full Access” to another user, but a Referrer can grant this level of access to a Merchant.

Warning: The “parent” (admin) user of any child (standard) user can access and view the Child user’s associated entity (Merchant) because it’s hierarchy is the source of the Child user’s access to the portal.

As a result, the Parent User will have full view of the Child User’s Merchant account, but the child user is unable to view the parent user’s view.

Warning: Deactivating Referrer-level Parent users that are associated with the entity’s API key or are the primary parent user login will remove access from all associated Child Users to their respective entity (Merchant).

Warning: Your browser cache may not allow you to see your changes reflected immediately when updating an existing user’s roles. If this happens try clearing your browser cache or reload the page in a private/incognito browser window.

Tips

Tip: In the event that a person acting as the Parent User needs to be changed, use the steps below to repurpose the Parent User with new information and login credentials.

Change the user’s email address to a new and relevant company email address.
Confirm the new email address via verification email sent from the platform.
Login to the Parent User using the new email address and update relevant information: Username, Password, Name etc.

Tip: Referrers have the flexibility to give or restrict their Merchants' access to the Portal.

We offer a large number of integration options that allow your clients to perform essential platform functions directly on your product offering or you have the option to manage these functions on their behalf.

Tip: An Access Template can be used while creating a new user by clicking the ADD A TEMPLATE link in the Create a New User lightbox. Access Templates can set predetermined roles for new users to streamline the process, allowing you to add future users with similar roles using the template.

Additional Resources

See the tips below to help you get started:

For more information on the types of Portal users and their roles, see the Users and Roles page.
For more information about Access Templates, see the Understanding Access Templates page

Customize User Access Roles

1: Open the User Profile Roles Tab

Step 1: Click USERS under the Management category in the left-hand navigation panel to open the Users page.

Step 2: Locate the desired user in the Users Table and click on any information to open the User Profile page.

Step 3: Click ROLE in the left-hand panel.

Result: Your page now displays the user’s roles settings.

2. Customize User Roles for Specific Resources

Step 1: Toggle the ADVANCED button to ON in the upper right-hand corner of the Roles tab.

Step 2: Click the drop-down 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.

Step 3: In an Action category drop-down 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.

Step 4 (Optional): Expand each selected role resource under each action category to reveal sub-resources that can be enabled or disabled at any time.

Step 5: Click Save in the upper right-hand corner to complete the process.

Result: The user role preferences are updated in the portal immediately.

Next Steps

Once the user roles are updated, follow the optional guides linked below to further customize your users' access to the Portal.

Create a User Access Template: You can apply an access template and its customized resource settings to any user that is added to your account in the future using Create a User Access Template use case.
Create a User Team: Creating a team can help you streamline work flows and user role assignments using the Create a User Team use case.

Conclusion

Once you have updated the roles in the Portal, they will update for the user immediately.

References

Click the links or items below to access any of the following pages:

Users and Roles
Understanding Access Templates
Users page [Merchants][Referrers][Facilitators]
User Profile page [Merchants][Referrers][Facilitators]
Create a User Access Template
Create a User Team