Use Case: Customize User Access Roles

Owned by Miles Graves
Feb 09, 2024
4 min read

You can edit the user access capabilities to reflect changes in users' responsibilities and ensure the security of your Portal account. Any 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.

Partial view of the User Profile page, including the Role tab and customizable resource drop-down menus.

Objective

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

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

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 Portal.

Warnings

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

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

Tips

Additional Resources

See the tips below to help you get started:

Customize User Access Roles

1: Open the User Profile Roles Tab

Step 1: Click USERS under the Management category in the left-hand navigation panel to open the Users page.

Step 2: Locate the desired user in the Users Table and click on any information to open the User Profile page.

Step 3: Click ROLE in the left-hand panel.

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

2. Customize User Roles for Specific Resources

Step 1: Toggle the ADVANCED button to ON in the upper right-hand corner of the Roles tab.

Step 2: 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: 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 (Optional): Expand each selected role resource under each action category to reveal sub-resources that can be enabled or disabled at any time.

Step 5: Click Save in the upper right-hand corner to complete the process.

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

Next Steps

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

  • Create a User Access Template: You can apply an access template and its customized resource settings to any user that is added to your account in the future using Create a User Access Template use case.

  • Create a User Team: Creating a team can help you streamline work flows and user role assignments using the Create a User Team use case.

Conclusion

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

References

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