User Roles

User roles are used to determine how much access a user has to see, edit, create, or delete information on the portal. Roles can be assigned to users to provide or extract the access capabilities they're intended to have. Each User has a set of default roles with customizable parameters to restrict or allow access to specific pages and functions of the portal and the greater platform.

For example, if you wanted to enable a Merchant-level user that can create reports and only view all other information, you would assign a Merchant View Only default role and enable the custom Reports role resource with the Create detail permission enabled.

Default Roles

Default roles determine the level of portal access for a user. Referrer-level Access Roles are roles available to users of a Referrer-level entity, while Merchant-Level Access Roles are available to users of a Merchant-level entity.

Note

Referrers can manage all Merchants and sub-Referrers, while Merchant user roles are limited to their respective Merchant and sub-Merchants.

Referrer Default Roles

See default user roles available for Referrer-level users:

Referrer Admin Full Access: Enables the user to view and modify all Merchants under a Referrer hierarchy and sub-Referrer accounts under their Division.
Referrer Admin View Only: Enables the user to view only all Merchants under a Referrer hierarchy and any sub-Referrer accounts under their Division.
Referrer Full Access: Enables the user to view and modify all Merchants under their Referrer account.
Referrer View Only: Enables the user to view only all Merchants under their Referrer account.

Merchant-Level Default Roles

See default user roles available for Referrer-level users:

Merchant Admin Full Access: Enables the user to view and modify the Merchant accounts they are associated with, in addition to managing sub-Merchant accounts.
Merchant Admin View Only: Enables the user to view the Merchant account they are associated with in addition to viewing sub-Merchant accounts.
Merchant Full Access: Enables the user to view and modify the Merchant accounts they are associated with.
Merchant View Only: Enables the user to view only the Merchant account they are associated with.

Set Default User Roles

To set default user roles when creating a user:

Click Users, under Management in the left navigation panel.
Click Add User on the Users page to reveal the Create a User lightbox.
Select the desired Default Role from the Role dropdown menu.

Important!

If you’d like to apply an Access Template with your pre-configured custom user roles, you must do so before completing step 5. If you do not assign your desired template and accidentally create the user beforehand, you’ll need to delete the user and start over because there are no methods to apply access templates after a user has been created.

Enter the Username, Password, Full Name, and Email Address.
Click Add User to complete the process.

Result: A new user has been created for your account and assigned a default user role, such as Referrer Admin Full Access or Merchant View Only, providing the core permissions needed. From here you can now customize the user role resources and detailed permissions as needed for the user.

Custom Roles

Custom roles allow the user’s access to be refined by specific role resources or actions on the platform. Custom Roles provide 20 role categories with various role resources and detailed permission options.

Set Custom User Roles

After setting a user’s Default User Roles, complete the following steps to set a user's Custom User Roles for additional refined user access:

From the Users menu, select your new user to access the User Profile page.
Select the Role tab from the user Profile.
Review each role category, click the checkbox to enable each user role.
Once enabled, click the arrow next to each role resource to reveal the Detailed Permissions.
Click the checkbox next to each Detailed Permission desired.
Repeat steps 1 through 5 for each user role you need to assign.

Tip

Click the Advanced button to reveal the Advanced Access Template Customization dialog. Use this dialog to quickly assign or remove user roles by Detailed Permission, rather than manually reviewing and enabling them by role category. This is especially useful when a user requires extensive user roles and permissions as opposed to a user that requires minimal access.

Click Update when finished to complete the process.

Result: Your new user has been assigned the desired roles and permissions and is now able to access the portal and other platform features according to their role.

Detailed Permissions

Detailed permissions follow typical Create, Retrieve, Update and Delete (CRUD) functionality. The primary difference is that there are two View options, where one is given full visibility instead of just access to monetary totals associated with a specific role resource:

Create: Gives users access to create content for the enabled role resources.
Full View: Gives users access to view content for the enabled role resources.
Summary View: Gives user access to view monetary totals for the enabled role resources.
Update: Gives user access to update content for the enabled role resources.
Delete: Gives user access to delete content for the enabled role resources.

Note

Not all Custom Role resources offer all five Detailed Permission options as they are not available, such as Funds only offering Full View and Summary view, because it’s not a resource a user can create, modify, or delete.

Role Resources

Role resources determine the specific abilities that a user will have when navigating the portal. In many cases, the Default Roles available for Referrers and Merchant-level users provide the necessary access capabilities that most users need to perform daily actions such as creating Transactions or Withdrawals. For unique cases where Default Roles don’t satisfy the specific criteria required by the Parent Entity or users, Custom Roles allow individual assignment of specific resources (see below) with sub-resources for a completely modular user setup.

Bank Accounts

The Bank Accounts role resource allows the user to add bank accounts for payouts or debits to an entity, such as a Referrer or Merchant.

Resource	Description	Detailed Permissions
Accounts	Access to view the bank accounts associated with an entity. This controls access to the bank account numbers, routing numbers, account type, etc.	Full View Summary View

Payments

The Payments role resource allows the user to view transactions/payments.

Resource	Description	Detailed Permissions
Transactions	Access to create, view, and edit a payment used to charge a Merchant’s customer, such as one of the following: Credit Card eCheck Payment Token This is used in various places in the portal - transaction history, transaction details, reports, chargebacks, risk page. Anywhere transactions are accessible is affected by this.	Create Full View Summary View
Transaction Results	Access to view the details of a specific transaction, including the following: Type of transaction Any associated decline and validation message with CVV and AVS This is required to view the Payment Returns page and Payment Returns on the Merchant Disputes page.	Full View
Batches	Access to create, view, and update a group of transactions sent to the processor for settlement. This is related to how the API processes transactions and allows for cancelling and restoring transactions.	Create Full View Summary View
Entity Returns	Access to view ACH transactions that have been rejected. This is required to view the Withdrawal Returns page.	Full View

Recurring Payments

The Recurring Payments role resource allows the user to set up recurring payments/subscriptions for a Merchant.

Resource	Description	Detailed Permissions
Plans	Access to create, view, and edit recurring payment plans: Payment Amount Merchant Payment Schedule Payment Status This is required to use the Recurring Payments page.	Create Full View Summary View Update Delete
Subscriptions	Access to view and edit existing recurring payment plans (subscriptions). This is required to use the Subscription Details page.	Create Full View Summary View Update Delete
Subscription Tokens	Access to create, view, and edit tokenized payment methods used for the recurring payment plan. This is required to access the Tokens tab on the Subscription Details page.	Create Full View Summary View Update Delete
Tokens	Access to create, view, and edit recurring payment plan token details represented in the Token ID: Expiration Date Last 4 Digits of Credit Card CVV This is required to access the Tokens tab on the Subscription Details page.	Create Full View Summary View Update Delete
Customers	Access to create, view, and edit customer data records associated with a recurring payment plan. This is required to use the Customers and Customer Profile pages.	Create Full View Summary View Update Delete

Risk Management

The Risk Management role resource allows the user to manage Merchant/transaction risk factors that are open, reviewed, approved, or blocked.

Resource	Description	Detailed Permissions
Holds	Access to create and view a reviewable action taken on a transaction. This is required to view the Risk page.	Create Full View
Notes	Access to create, view, update, and delete risk management notes regarding why a transaction or Merchant was reviewed and (if applicable) released. This is utilized to perform extended actions on the Risk and Risk Details pages.	Create Full View Update Delete
Decisions	Access to create, view, update, and delete the schedule and rules for a transaction check, such as validating AVS/CVV. This is required to view the Decisions tab on Group and Merchant Profile pages, as well as create and edit Decisions.	Create Full View Update Delete
Decision Rules	Access to create, view, update, and delete the conditions that make a risk decision apply during a specific circumstance, such as not allowing a transaction over a specific amount to process. This is required to view the Decisions tab on Group and Merchant Profile pages, as well as create and edit Decisions.	Create Full View Update Delete

Invoices

The Invoices role resource allows the user to manage invoices sent to clients to collect money for a specific transaction or event.

Resource	Description	Detailed Permissions
Invoices	Access to create, view, and delete the following: Invoices for customers Email an invoice Pay an invoice Track payments for a specific invoice This is required to view the Invoices and Invoice Details pages.	Create Full View Summary View Delete
Invoice Items	Access to create, view, and delete the line item details specific to an invoice resource. This is required to view the products on an invoice.	Create Full View Summary View Delete
Invoice Line Items	Access to create, view, and delete an invoice item by holding information such as quantity and pricing of each item. This is required to view the products on an invoice.	Create Full View Summary View Delete
Invoice Results	Access to create and view the status of an invoice, such as if it was successful or failed, and additional details associated with a particular invoice. This is required to view the Activity window on an Invoice Details page.	Create Full View Summary View

Invoice Configuration

The Invoice Configuration role resource allows the user to configure how an invoice is created, such as by providing a set address, message, token, or logo for an invoice.

Resource	Description	Detailed Permissions
Invoice Parameters	Access to create, view, update, and delete invoice settings related to accepted payment methods, placeholders, legal restrictions, or agreements, and more. This is required to utilize the Invoice Settings and Pay Invoice pages.	Create Full View Summary View Update Delete

Merchants

The Merchants role resource allows the user to set up, view, and edit Merchants under a Referrer.

Resource	Description	Detailed Permissions
Entities	Access to setup, view, and edit the top-level API resource of a business: Merchant Referrer This is required for a wide variety of List and Profile pages for Merchants and Referrers. It is also used on the Global Profile page.	Create Full View Summary View Update Delete
Merchants	Access to set, view, and update a Merchant that collects money from their customers via transaction processing. This is required to access Merchants, Portfolio Management, and Risk pages.	Full View Summary View Update
Members	Access to create, view, and edit a member’s (person) data associated with a Merchant. One member associated with each Merchant will be the “primary” member that has the most ownership share for that Merchant. This is required to view the Owners tab on Merchant Profile pages.	Create Full View Summary View Update Delete
Terminals	Access to create, view, and edit the information for the device/software used to process transactions..	Create Full View Summary View Update Delete
Funds	Access to view the amount of money for a specific entity, including: Pending balance Available balance Total balance Any funds that are in reserve This is utilized in Withdrawals, Balance pages, and the withdrawals tab on a Merchant Profile page.	Full View Summary View
Entries	Access to view the movement of funds to or from an entity. This is required for the withdrawals page, merchant withdrawals tab, and various reports.	Full View Summary View
Pending Entries	Access to view an entry that will be created in the future (such as a refund that has been submitted, reducing the available balance but has not been captured).	Full View Summary View

Users

The Users role resource allows the user to manage a specific user (login) associated with an entity.

Resource	Description	Detailed Permissions
Logins	Access to create, view, update, and delete a user associated with a specific login, including all of the following: Username Password Email First/last name Address Association with a division This is required to view the Users page, Global Profile page, Teams page.	Create Full View Summary View Update Delete
Messages	Access to create, view, update, and delete the message associated with a specific user, such as if a transaction has been placed on hold. This is required to use the Message feature in the portal.	Create Full View Summary View Update Delete
Message Threads	Access to create, view, update, and delete the sender, receiver, and subject of a message resource. This is required to use the Message feature in the portal.	Create Full View Summary View Update Delete
Teams	Access to create, view, update, and delete the collection of logins that are associated with a team to grant additional permissions such as access to multiple Merchants. This is required to utilize the Teams page.	Create Full View Summary View Update Delete
Team Logins	Access to create, view, update, and delete the link between a Login and a Team in addition to the Login's rights such as View Only or Admin on the team. This is required to add users to a team.	Create Full View Summary View Update Delete

Groups

The Groups role resource allows the user to group Merchants together to set up specific rules for risk management and fees, as well as enable specific parameters.

Resource	Description	Detailed Permissions
Orgs	Access to create, view, and edit the collection of entities within a group. This is required to use the Groups page in the portal, as well as the Groups tab on a merchant's profile page.	Create Full View Summary View Update Delete
Org Entities	Access to create, view, and edit the relationship between an org (group) and a specific entity. This is required to add merchants, referrers, or facilitators to groups.	Create Full View Summary View Update Delete
Org Flows	This is required for the Group Details page's Workflows tab.	Create Full View Summary View Update Delete
Org Flow Actions	This is required for the Group Details page's Workflow Actions section.	Create Full View Summary View Update Delete

Alerts

The Alerts role resource allows the user to manage the particular event that invokes a notification sent to an end-user.

Resource

Description

Detailed Permissions

Alerts

Access to create, view, update, and delete a specific event notification. This is required for working with Web and Email Alerts pages.

Create
Full View
Summary View
Update
Delete

Alert Actions

Access to create, view, update, and delete the action taken on an alert event such as:

Sending an email
Using a webhook notification

This is required to define where to send an alert.

Create
Full View
Summary View
Update
Delete

Alert Triggers

The triggering event that causes an alert to be sent, such as a transaction failing or a payout being disbursed. This is required to define when to send an alert.

Create
Full View
Summary View
Update
Delete

Withdrawal Schedules

The Withdrawal Schedule role resource allows the user to set a withdrawal/payout for an entity to disburse funds or collect funds from the associated account.

Resource	Description	Detailed Permissions
Payouts	This is required to interact with the Withdrawal Schedules in the Withdrawals page and the Merchant details page.	Create Full View Summary View Update Delete
Payout Flows	This is required to interact with Withdrawal Flows on the Group page.	Create Full View Summary View Update Delete

Withdrawal History

The Withdrawal History role resource allows the user to view the history of disbursements that have been processed or failed for a specific entity.

Resource	Description	Detailed Permissions
Disbursements	Access to view a breakdown of what was paid out to an entity account based on sales, fees, chargebacks, and returns. This is required to view the Disbursements table on the Withdrawal page, as well as Disbursement Detail pages.	Full View Summary View
Disbursement Results	Access to view a specific disbursement result, such as if it was successful or failed. This is required to view a table on the Disbursement Detail page.	Full View Summary View

Referrers

The Referrers role resource allows the user to view and manage details about Referrers and Divisions.

Resource	Description	Detailed Permissions
Vendors	This is required to view the Referrer Profile page.	Full View Summary View Update Delete
Divisions	This is required to interact with the Divisions page in the portal.	Create Full View Summary View Update

Splits

The Splits role resource allows the user to split an entry between two entities.

Resource	Description	Detailed Permissions
Fees	This is required to view and interact with fee portions of the Merchant and Referrer Profile pages, as well as Groups and Transaction Details pages.	Create Full View Summary View Update Delete
Fee Rules	This is required to interact with rules related to fees.	Create Full View Summary View Update Delete
Fee Modifiers	This is required to interact with modifiers related to fees.	Create Full View Summary View Update Delete
Profit Shares	This is required to view profit share information on the Merchant and Referrer Profile pages, and the Group Profile page.	Create Full View Summary View Update Delete
Refunds	This is required to view refund amounts in the Balance Details page.	Create Full View Summary View
Assessments	This is required for the Dispute Fees section on the Disputes page and the Costs tab of Merchant and Referrer Profile pages.	Full View Summary View

Disputes

The Disputes role resource allows the user to manage disputes (chargebacks) that are open, closed, won, or lost.

Resource	Description	Detailed Permissions
Chargebacks	Access to view a chargeback filed on a transaction, such as a duplicate charge or an item not being as described. This is required to interact with the Disputes page.	Summary View
ChargebackDocuments	Access to create and view the message sent by a Merchant, processor, or bank about a chargeback. This is required to manage responses to chargebacks.	Create Full View Summary View
ChargebackMessages	Access to view the status of a chargeback, such as if it is in Retrieval, Arbitration, Lost, or Won. Required to upload documents when replying to a chargeback.	Summary View

Reserves

The Reserves role resource allows the user to create reserves for Merchants, Referrers, or Groups, and review entries from previous reserves.

Resource	Description	Detailed Permissions
Reserves	This is required for interacting with the Reserves tab on the Merchant and Referrer Profile pages, as well as the Groups Profile page.	Create Full View Summary View Update Delete
Entity Reserves	This is required to connect a Reserve to a Merchant, or Referrer.	Create Full View Summary View Update
Reserve Entries	This is required for Reserve table details on the Balance Details page.	Create Full View Summary View

Track Pending Merchants

The Track Pending Merchants role resource allows the user to view the Request More Info page in the portal as a Referrer.

Resource	Description	Detailed Permissions
Stips	This is required to view the Document Request page.	Full View

Quick Charge

The Quick Charge role resource allows the user to view and use the Quick Charge section as found on the user's Payrix dashboard.

Resource	Description	Detailed Permissions
Quick Charge	Access to view and use the quick charge (virtual terminal) to process a transaction on a Merchant entity. This is required to view Quick Charge on the Merchant Dashboard.	Full View
CC	Access to view and use the quick charge to process a credit card transaction. This is required to use a credit card on Quick Charge on the Merchant Dashboard.	Full View
ECheck	Access to view and use the quick charge to process an eCheck transaction. This is required to use an eCheck on Quick Charge on the Merchant Dashboard.	Full View

Underwriting

The Underwriting role resource allows the user to view underwriting information from the Risk Management and Merchant Profile pages.

Resource	Description	Detailed Permissions
Underwriting	This is required to view the Underwriting page on a Merchant's Profile page.	Full View

Other

The Other section provides a list of direct resources that aren’t found in the other role resource categories shown above.

Resource	Description	Detailed Permissions
Inactive Invoices	Access to view previously active invoices.	Full View
AccountVerifications	Access to view attempts to verify ownership of a bank account through deposit verification or credentials.	Full View Summary View
Adjustments	Access to view monetary adjustments made to an entity's funds.	Full View Summary View
Aggregation Result Groups	Access to view and delete groupings of aggregated data results for reporting and analysis.	Full View Summary View Delete
Aggregation Results	Access to view and delete individual results generated from aggregation queries.	Full View Summary View Delete
Aggregations	Access to create, view, update, and delete the application of desired calculations such as a count, sum, min/max to a given resource within a search query.	Create Full View Summary View Update Delete
Apikeys	Access to create, view, update, and delete a permanent method of authentication to the API.	Create Full View Summary View Update Delete
AppleDomains	Access to view Apple Pay domain registrations for Merchants required for processing Apple Pay transactions.	Full View Summary View
AuthTokens	Access to create, view, update, and delete auth tokens as an additional layer of authentication security and tracking for Apikeys and Sessions.	Create Full View Summary View Update Delete
BillingEvents	Access to view and manage events related to billing activities such as invoicing and payment processing.	Create Full View Summary View Update Delete
BillingModifiers	Access to create, view, update, and delete modifiers that change the total amount of the billing or the person who will pay it.	Create Full View Summary View Update Delete
Billings	Access to create, view, update, and delete billing resources to collect and invoice for any funds owed by a Merchant for a particular time.	Create Full View Summary View Update Delete
Bins	Access to view Bank Issuing Number (BIN) information about the issuer of a card.	Full View Summary View
ChangeRequests	Access to view and manage requests for new or modified bank account information.	Full View Summary View Delete
ChargebackMessageResults	Access to view the result of a message associated with a chargeback.	Full View Summary View
ChargebackStatuses	Access to create and view any file related to a chargeback.	Full View Summary View
ConfirmCodes	Access to create, view, or delete a unique confirmation code issued to an email address, when a user forgets their password, or when the system needs to verify the email address associated with a new login.	Create Full View Summary View Delete
Contacts	Access to create, view, and edit a person's data records associated with an entity.	Create Full View Summary View Update Delete
Credentials	Access to create, view, update, and delete an authorization for an Entity to connect to an integration to perform a particular action, such as send Transactions to the processor, or board a Merchant with the processor.	Create Full View Summary View Update Delete
DecisionActions	Access to create, view, update, and delete an action that takes place after a specified Decision Rule has been triggered.	Create Full View Summary View Update Delete
DisbursementEntries	Access to view records of disbursement amounts.	Full View Summary View
DisbursementRefs	Access to view reference codes issued with a payout is disbursed.	Full View Summary View
EntityCustomFields	Access to create, view, update, and delete custom fields on Merchants, such as risk-specific data, CRM identifiers, or other unique information not captured on the Merchant Signup Form or Merchant profile.	Create Full View Summary View Update Delete
EntityDatas	Access to create and view data related to an entity, such as the signature for the terms and conditions.	Create Full View Summary View
EntityDebts	Access to view outstanding debts associated with an entity, including unpaid fees or settlements.	Full View Summary View
EntryOrigins	Access to view the origin of an entry, such as a transaction and where it was funded.	Full View Summary View
ExternalFees	Access to create, view, update, and delete external fees charged to entities for Value Added Services and other third-party service fees.	Create Full View Summary View Update Delete
FundOrigins	Access to view the source of where funds were processed for an entity.	Full View Summary View
HostThemes	Access to view visual themes and branding configurations for hosted payment pages and other third-party integrations of matching the business’s portal brand in other instances of their websites and products.	Full View Summary View
Iplists	Access to create, view, update, and delete the list of IP (Internet Protocol) addresses that are used to whitelist or deny for a specific login, so only specific IP addresses can be used.	Create Full View Summary View Update Delete
Items	Access to create, view, and update a line item associated with a particular transaction that is used to describe the cost, quantity, and other item details.	Create Full View Summary View Update Delete
LoginsHelpers	Access to view and manage utilities that assist with login-related actions such as password resets.	Full View Summary View Update
MerchantPlatformStatuses	Access to view the status of a Merchant’s boarding to Payrix and individual value-added services.	Full View Summary View
MerchantResults	Access to view responses from a specific processing platform such as VCore or Apple to the Merchant related to their performance, transactions or account status.	Full View Summary View
Mappings	Access to create, view, update (re-map), and delete fields in the API for either input or output, such as if the system uses a different format for output data than what is sent to the API.	Create Full View Summary View Update Delete
NoteDocuments	Access to create, view, update, and delete a file that is related to a specific Note record.	Create Full View Summary View Update Delete
OmniTokens	Access to create, view, and update a Value Added Service Omnitoken resource.	Create Full View Summary View Update
OrgFlowRules (Group Workflow Rules)	Access to create, view, update, and delete a workflow to add or remove Merchants to a Group based on a specific criteria.	Create Full View Summary View Update Delete
OrgsVASOmniTokens (Group Value Added Service Omnitoken)	Access to create, view, update, and delete automatic enrollments for Merchants in the specified Group for the Omnitoken Value Added Service.	Create Full View Summary View Update Delete
OrgsVASRevenueBoosts (Group Value Added Service Network Payment Manager)	Access to create and view automatic enrollments for Merchants in the specified Group for the Network Payment Manager Value Added Service.	Create Full View Summary View
OrgsVASSaferPayments (Group Value Added Service Safer Payments)	Access to create, view, update, and delete automatic enrollments for Merchants in the specified Group for the Safer Payments Value Added Service.	Create Full View Summary View Update Delete
PaymentUpdateGroups	Access to view batches of Account Updater requests that occur at one time for an Entity.	Full View Summary View
PaymentUpdates	Access to view update requests for a payment method used in a Subscription Token or Account.	Full View Summary View
PlaidConsumerAccounts	Access to create, view, update, and delete consumer bank account data retrieved via Plaid for payment processing.	Create Full View Summary View Update Delete
PlaidConsumerPayments	Access to create, view, update, and delete consumer payment transactions initiated through Plaid-linked customer bank accounts.	Create Full View Summary View Update Delete
ProfitShareResults	Access to view reports and data related to profit-sharing configurations between entities.	Full View Summary View
ReportItems	Access to create, view, update, and delete individual data points within reports.	Create Full View Summary View Update Delete
ReportResults	Access to create and view the report generation status and results from attempting to generate the report.	Create Full View Summary View
Reports	Access to create, view, update, and delete reports on the platform that summarize business activity, transitions, or other financial metrics.	Create Full View Summary View Update Delete
RevenueBoosts	Access to create and view Network Payment Manager Value Added Service records.	Create Full View Summary View
RevShareSchedules (Revenue Share Schedules)	Access to create, view, update, and delete schedules defining revenue-sharing distributions among participating entities.	Create Full View Summary View Update Delete
RevShareStatements (Revenue Share Statements)	Access to view statements for revenue-sharing payouts and allocations.	Full View Summary View
SaferPayments	Access to create, view, and update SaferPayments Value Added Service records.	Create Full View Summary View Update
Secrets	Access to create, view, update, and delete a Secret, a key used to decrypt data, or an indicator of which key to be used to decrypt data.	Create Full View Summary View Update Delete
Sessions	Access to create, view, and delete a Session, a temporary method of authentication to the API. Each Session expires automatically after 30 minutes of inactivity.	Create Full View Summary View Delete
StatementEntries	Access to view a record of funds owed for a billing schedule.	Full View Summary View
Statements	Access to view the total collection record of all funds owed for a billing schedule.	Full View Summary View
TaxFormRequests	Access to create and view a Tax Document Request to return the pdf of the tax document.	Create Full View Summary View
TerminalTxnDatas (Terminal Transaction Datas)	Access to create and view transaction data captured from payment terminals.	Create Full View Summary View
TerminalTxnMetadatas (Terminal Transaction Metadatas)	Access to create and view data from an EMV transaction and returned by the credit card network associated with a terminal transaction.	Create Full View Summary View
TerminalTxnRefs (Terminal Transaction References)	Access to create a reference code issued by the Processor about a particular terminal transaction.	Create
TerminalTxnResults (Terminal Transaction Results)	Access to view the results and outcomes from the processor of transactions submitted through payment terminals.	Full View Summary View
TerminalTxns (Terminal Transactions)	Access to create, view, update, and delete transactions processed through a physical payment terminal.	Create Full View Summary View Update Delete
TokenResults	Access to view results related to tokenized payment methods such as card-on-file, account-on-file or Omnitoken network tokenization.	Full View Summary View
TxnDatas (Transaction Datas)	Access to view the base64 image of a signature when creating a transaction and save within the txnDatas endpoint.	Create Full View Summary View
TxnMetadatas (Transaction Metadatas)	Access view data from an EMV transaction and returned by the credit card network associated with a terminal transaction.	Full View Summary View
TxnSessions (Transaction Sessions)	Access to create, view, and delete a TxnSession, a temporary method of authentication to the API. Each TxnSession expires automatically after 10 minutes of inactivity or by the customizable configurations field.	Create Full View Summary View Delete
VasEfeOffers (Value-Added Service Embedded Finance Engine Offers)	Access to view embedded finance offers for Referrers and Merchants, including terms, eligibility and application details.	Full View Summary View
VasEfeOfferUpdates (Value-Added Service Embedded Finance Engine Offer Updates)	Access to view changes to lending offers, including new opportunities, modified terms, and expirations.	Full View Summary View