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An Access Template determines what capabilities a merchant 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.

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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

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See all available role resources that can be applied to an Access Template here.

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  • Merchants.

Info

Access Templates vs. Teams vs. Groups

Access Templates are different than Teams and Groups in that:

  • Access Templates determine a Merchant’s Portal capabilities.

  • Teams determine the Merchant Portal account(s) a user has access to.

  • Groups determine the fees, risk decisions, and other parameters of multiple Merchants (entities).

How to Setup an Access Template

See the content below for steps to setup an Access Template:

Expand
titleClick here to learn how to setup an Access Template in the Portal.

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

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Step 2: From the Access Templates menu, click the(plus) ADD ACCESS TEMPLATE button.

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Step 3: Select the desired default role from the Select Role dropdown.

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Step 4: Name the new Access Template and set the desired custom role resources and sub-resources, then click Save.

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For more information regarding role resourceresources, click here.

Note

Important Note on Access TemplatesWarning: Access Templates can only be applied by creating a new user

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  • Only one access template can be applied per user.

    • Tip

    Access Templates vs. Teams vs Groups

    Access Templates are different than Teams (below) and Groups (article here) in that:

    • Access Templates determine a merchant’s Portal capabilities.

    • Teams determine the merchant account(s) a user has Portal access to.

    • Groups determine the fees, risk decisions, and other parameters of multiple merchants (entities).

    ...

    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 apply be applied to multiple users at once.

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    This also applies to the visibility of merchants Merchants and referrers from user to user.

    How to Setup and Apply a Team to a User

    See the content below for steps to set up and apply a Team:

    Expand
    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.)

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

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

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

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    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.

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

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    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

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

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    How to Add a User to a Team from the Teams Menu

    When a user is not a member of your pre-existing team, you can add more users to the existing team from the Teams menu.

    See the content below for steps to add a user to a pre-existing Team:

    Expand
    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.)

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    Step 2: Click the desired User from the list.

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

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

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

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

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    Info

    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

    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 (Merchant A - User 2) wants access to view and edit another merchant 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 setup 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 Merchant accounts in the portal associated to 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 (Merchant A) with multiple franchise locations acting as sub-merchants Merchants (Merchant B - User 3, Merchant C - User 4, etc.), seeking a payment acceptance solution provided from the same referrer & parent user (Referrer - User 1) used by the primary merchant Merchant (Merchant A).