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You can edit the user access capabilities to reflect changes in users' responsibilities and ensure the security of your Portal portal account. Any Portal portal user with another user boarded under their account can edit access for that user at any time. This tutorial describes how to edit the access role for an existing user.

Objective

Update user roles for access to specific resources in the Portalportal.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Info

Prerequisites

  • You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.

  • Make sure you have the full name of the user as it is written in the Portalportal.

Warnings

Note

Warning: User role access levels can only be assigned to new users based on your account level.

For example, a Merchant cannot give “Referrer Referrer Full Access” Access to another user, but a Referrer can grant this level of access to a Merchant.

Note

Warning: The “parent” (admin) user of any child (standard) user can access and view the Child child user’s associated entity (Merchant) because it’s its hierarchy is the source of the Child child user’s access to the portal.

As a result, the Parent User parent user will have full view of the Child User’s child user’s Merchant account, but the child user is unable to view the parent user’s view.

Note

Warning: Deactivating Referrer-level Parent parent users that are associated with the entity’s API key or are the primary parent user login will remove access from all associated Child Userschild users to their respective entity (Merchant).

Note

Warning: Your browser cache may not allow you to see your changes reflected immediately when updating an existing user’s roles. If this happens, try clearing your browser cache or reload reloading the page in a private /or incognito browser window.

Tips

Tip

Tip: In the event that a person acting as the Parent User parent user needs to be changed, use the following steps below to repurpose the Parent User parent user with new information and login credentials.:

  1. Change the user’s email address to a new and relevant company email address.

  2. Confirm the new email address via with the verification email sent from the platform.

  3. Login Log in to the Parent User parent user using the new email address and update relevant information: Usernameusername, password, Password, Name etcname, and so on.

Tip

Tip: Referrers have the flexibility to give or restrict their Merchants' access to the Portalportal.

We offer a large number of integration options that allow for your clients to perform essential platform functions directly on your product offering or for you have the option to manage these functions on their behalf.

Tip

Tip: An Access Template access template can be used while creating a new user by clicking the ADD A TEMPLATE link in the Create a New User lightbox. Access Templates templates can set predetermined roles for new users to streamline the process, allowing so you to can add future users with similar roles using the template.

Additional Resources

See the tips below to help you get started:

Customize User Access Roles

1: Open the User Profile Roles Tab

Step 1:

  1. Click USERS under the Management category in the left

-hand

  1. navigation panel to open the Users page.

Step 2:

  1. Locate the desired user in the Users

Table

  1. table and

click on

  1. select any information to open the User Profile page.

Step 3:

  1. Click ROLE in the left

-hand

  1. panel.

Result: Your page now displays the user’s roles settings.

2. Customize User Roles for Specific Resources

Step 1:

  1. Toggle the ADVANCED button to ON in the upper-right

-hand

  1. corner of the Roles tab.

Step 2:

  1. Click the drop-down menu for each Action category to view all possible associated resources. The following Action categories are available: Create, Full view, Summary view, Update or Delete.

Step 3:

  1. In an Action category drop-down menu, you can customize the user roles by selecting individual resources. You can also click ALL to give the user access to all related roles or NONE to remove all access for that category.

Step 4

  1. (Optional)

:

  1. Expand each selected role resource under each action category to reveal sub-resources that can be enabled or disabled at any time.

Step 5:

  1. Click Save in the upper-right

-hand

  1. corner to complete the process.

Result: The user role preferences are updated in the portal immediately.

Next Steps

Once After updating the user roles are updated, follow the optional guides linked below to further customize your users' access to the Portalportal.

Conclusion

Once After you have updated the roles in the Portalportal, they will update for the user immediately.

References

Click the links or items below to access any of the following pages: