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A Team is a set of role resources that will be set and can be applied to multiple users at once. Teams allow users to share pre-assigned default and custom role resources of the portal (after an initial setup of permissions, based on role(s).) This also applies to the visibility of Merchants and referrers from user to user. Referrers from user to user.

Teams also offer the unique feature to modify individual users' Access Levels in the Team user addition form. Access Levels are permission levels that determine the access capabilities that a team member has to other team member's resources, such as Transactions, Entries, Fees, Payouts, Merchant Details, etc.

The available Access Levels are:

  • None - The user can only make changes to their own resources and cannot see other team members' resources.

  • View - The user can make changes to their own resources and can view other team members' resources.

  • Edit - The user can make changes to their own resources and other team members' resources.

  • Admin - The user has full administrative access to their own resources and other team members' resources.

How to Setup and Apply a Team to a User

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titleClick here to learn how to setup and apply a new Team in the Portal.

Step 1: From the Portal Dashboard menu, click Teams (from the Users sub-menu – under the Management tab.)

Step 2: Click the (plus) ADD TEAM button in the Teams menu.

Step 3: Enter a Team Name and Description, then click the ADD to reveal the Create a Team lightbox.

Step 4: Click on the newly created Team from the Teams menu to visit the Team Profile menu.

Step 5: In the Team Profile menu, you can now see your basic Team information, from here you can add users to the team by visiting the Users tab of the Team Profile menu.

Step 6: Click the (plus) ADD USER button in the Users sub-menu.

Step 7: (Optional) Click ALLOWED ACCESS to reveal a drop-down of available Access Level options for each user.

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Access Levels are permission levels that determine the access capabilities that a team member has to other team member's resources, such as Transactions, Entries, Fees, Payouts, Merchant Details, etc.

The available Access Levels are:

  • None - The user can only make changes to their own resources and cannot see other team member resources.

  • View - The user can make changes to their own resources and can view other team member resources.

  • Edit - The user can make changes to their own resources and other team member resources.

  • Admin - The user has full administrative access to their own resources and the resources of other team members.

Step 8: Select the desired user(s) from the list of available users and click the checkmark icon next to the user you wish to enroll in the team

Step 8: Click the ADD USERS button to finish adding the user to the Team.

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titleClick here to learn how to add a user to an existing Team in the Portal.

Step 1: From the Portal Dashboard menu, click Users under the Management tab.)

Step 2: Click the desired User from the list.

Step 3: In the User Profile, click Teams from the User Profile menu on the left-hand side.

Step 4: Click the (plus) button next to “Enrolled Teams“

Step 5: Select the Team you wish to add the user to, then select the desired level of access from the “Allowed Access” dropdown.

Step 6: Click the small checkmark icon next to confirm the change.

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Adding a User to Multiple Teams

To add a user to multiple teams:

  • Follow Steps 1-5 above and simply select another Team from the “select Team” dropdown to add the user to another team. After adding additional teams, proceed to Step 6.

A user being in multiple teams allows that user to access multiple Merchant accounts from their single login within the Portal.

This could be particularly useful in the example use case described below.

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Example Use Case – One Merchant with Multiple Locations

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titleClick to expand the example use case.

One Merchant (Merchant A - User 2) wants access to view and edit another Merchant (Merchant B) in the portal.

  • In this example, User 1 (Referrer) would provide User 2 (Merchant A) with an “Admin” role resource using a Team (Team 1) that allows User 2 (Merchant A) to set User 3 (Merchant B), User 4 (Merchant C), and so on with a “No Access” role resource using a separate Team (Team 2).

  • This ensures that User 3 (Merchant B) and User 4 (Merchant C) only have access to their respective Merchant accounts in the portal associated with their login ID, but cannot access the accounts of User 1 or User 2.

  • However, by having “Admin” role resources (or being a user within “Team 1”), User 1 (Referrer) and User 2 (Merchant A) do have the ability to log in to the Portal as User 3 (Merchant B) or User 4 (Merchant C).

This solution works for a Merchant (Merchant A) with multiple franchise locations acting as sub-Merchants (Merchant B - User 3, Merchant C - User 4, etc.), seeking a payment acceptance solution provided from the same referrer Referrer & parent user (Referrer - User 1) used by the primary Merchant (Merchant A).

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