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What is an Access Template?

An Access Template determines 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. 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:

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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.

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

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

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Note

Warning: Access Templates can only be applied by creating a new user and only one Access Template can be applied to each user.

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).)

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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.

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:

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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.)

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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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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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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).

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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 & parent user (Referrer - User 1) used by the primary Merchant (Merchant A).