What is an Access Template?
An Access Template determines Templates determine what capabilities a Merchant has while logged in to the Portal. Using an Access Template, roles can be automatically configured to a new user during setup in the Portal. See all available role resources that can be applied to an Access Template here. For example, an Access Template can be configured for a new user that does not allow them to send or configure additional signup forms for new Merchants.
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Access Templates vs. Teams vs. GroupsAccess Templates are different than Teams and Groups in that:
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Warning: Access Templates can only be applied by creating a new user and only one Access Template can be applied to each user. |
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What is a Team?
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.
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 Team Allowed 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.
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