Understanding User Permissions

Understanding User Permissions

User permissions control what each user can view or do within your account. These settings allow you to tailor access based on roles and responsibilities, helping maintain security and ensure proper transaction handling.

Note: Administrator accounts have full access by default. Permissions only need to be managed for Restricted Users.

Below is a breakdown of each available permission and what it enables:

View-Only Access

• Description: When enabled, this setting allows the user to view data and download files without making changes or processing transactions.
• Use Case: Pair this setting with View Other Users’ Transactions and View Statements for accountants or bookkeepers to access transaction details and processing statements without granting processing capabilities.

View Transaction History

• Description: Allows the user to view, search, and edit*  their past transactions, including transaction details, statuses, and receipts.

• Use Case: Useful for employees who need to confirm or reference past sales they’ve handled.

  Tip: To disable editing transactions, ensure the user's permissions are set to view-only.

Refund Transactions

• Description: Grants the user the ability to issue refunds. When off, users can still void transactions.
• Use Case: Enable for managers or staff authorized to handle returns and customer service adjustments.

View Other Users’ Transactions

• Description: Allows the user to search and view transactions processed by other users as well as their own. When off, users cannot view Batches, Customers, Chargebacks, or Reports.
• Use Case: Best for supervisors or team leads who need oversight of team-wide activity.

Manually Settle Batches

• Description: Allows the user to manually settle transaction batches, typically used when automatic batch settlement is not enabled.
• Use Case: Should be granted to users responsible for end-of-day reconciliation.

View Statements

• Description: Enables access to monthly processing statements and gateway bills.
• Use Case: Recommended for accounting or back-office staff who manage financial reporting.

Process Recurring Transactions 

• Description: Allows the user to create and manage recurring billing schedules.
• Use Case: Essential for subscription-based businesses or services with regular, scheduled payments.

Managing User Permissions

To update a user’s permissions:

1. Log in as an Administrator.
2. Navigate to More > Users.
3. Select the user you want to modify.
4. Toggle permissions on or off by checking or unchecking each box as needed.
5. Click Save to apply changes.

      Note: All Restricted Users must have access to at least one terminal or location to operate within the system.

Need help choosing the right permissions for your team? Contact Customer Support, we can be reached at 800-601-0230 x 3, or email us at support@payjunction.com.