6.4. Employees

Create Employee Account

Creating new accounts to access the system is available in “Settings” – “Employees”.

The Employees tab contains a list of all employees accounts, established in the system for the all users connected to manager.

New employee account can be created with the Add User button. The following form must be filled:

Scope username should be clicked in order to open the drop-down menu and select main account of the manager or other user, which needs a new employee account:

Next, select one of available employee roles in the system:

After the personal account is created, an employee can immediately log in. Login and password are generated at the stage of creating a personal account (do not forget to save the password beforehand). If the password was not saved, it can be reset on employee details screen.

When employee logs in to the account for the first time, the system asks to change the temporary password to a permanent one:

User Privileges

Here are all available roles for Merchant, Reseller, Manager, Dealer and Superior.

Merchant

Main Merchant account has access only to his traffic and not able to see other Merchants.

Employee type	Description
merchant-support	This employee is the same as Merchant account, but not able to create Merchant employees. Can reverse orders from orders page
merchant-support-readonly	This employee is limited version of merchant-support, no access to the configuration change. Can reverse orders from orders page
merchant-risk	This employee has access to transaction details and actions with them, view and operate with BWL lists and BWL options from order details page, Reports and Batch operations. Can reverse orders from orders page
merchant-risk-readonly	This employee has access to transaction details, view and operate with BWL lists and BWL options from order details page, has no access to Reports and Batch operations
merchant-finance	This employee has access to view some entities in the system, Dashboard and transaction details
merchant-finance-readonly	This employee can see only transaction details, Batch operations and Reports
merchant-vt-only	This employee has access only to Virtual terminal
merchant-vt-transaction	This employee has access only to Virtual terminal and transaction details
merchant-desc	This employee can see only Dashboard and transaction details
merchant-loyalty	This employee can see only BWL lists and transaction details
merchant-client-support	This employee can see only transaction details
merchant-transaction	This employee is almost identical to merchant-client-support
merchant-analyst	This employee is almost identical to merchant-transaction with access to Dashboard, can’t view Projects

Reseller

Main Reseller account has only access to see the traffic for the Projects linked to this Reseller.

Employee type	Description
reseller-support	This employee is the same as Reseller account, but not able to create Reseller employees
reseller-finance	This employee is the same as reseller-support, but not able to deal with rate plans
reseller-no-finance	This employee is the same as reseller-support, can create employees, but no access to banking information at all
reseller-desc	This employee is the same as reseller-support, has access to some actions with transactions and transaction markers, but no access to Integration panel
reseller-client-support	This employee is the same as reseller-support, can see uploaded documents on Order details page, but no access to the Dashboard and Adjustments

Ask the SBC support manager to find the most suitable roles for specific cases or get a complete list of the roles functionality.

Manager

Main Manager account logically is same as Superior account, but doesn`t have access to other Managers.

Employee type	Description
manager-support	This employee is the same as Manager account, but not able to create Manager employees. Can reverse orders from orders page
manager-no-settings	Limited version of manager-support, without access to the configuration at all. Can reverse orders from orders page
manager-no-finance	This employee has access to the configuration, BWL lists, but without financial reports and actions that could be done with transactions
manager-limited-support	Extended version of manager-no-finance, because it has access to the processing limits page, to the rate plans and can work with BWL lists. Also can manage employees
manager-view	This employee is the same as Manager account, but not able to edit anything
manager-limited-view	Limited version of manager-no-settings, without access to the processors on Order details page, but with access to Gates. Can reverse orders from orders page
manager-finance	Limited version of manager-support, but cannot edit Merchant details and with very limited Tools page. Can reverse orders from orders page
manager-restricted	Limited version of manager-support, the minimum of entities
manager-transaction	This employee has access only to view transaction details
manager-transaction-readonly	Same as manager-transaction, but cannot download transaction reports from Orders page, decrypt customer data and see total turnover amount
manager-banking	This employee has access only to view transaction details, Dashboard and Transaction report
manager-report	This employee has access to view transaction details, Dashboard and Transaction report, BWL lists and Batch operations
manager-loyalty	This employee has access only to BWL lists (not from Order details page)
manager-loyalty-extended	This employee has access to view transaction details and to BWL lists
manager-sales	This employee has access to Dashboard, to view transaction details and all entities without Edit option
manager-reconciliation	This employee has no access to Batch operations, has access to Transaction reports, to view transaction details and all entities without Edit option

Dealer

Main Dealer account has only access to see the traffic for Gates and Processors linked to this Dealer.

Employee type	Description
dealer-support	This employee is the same as Dealer account, but not able to create Dealer employees
dealer-finance	This employee is a limited version of dealer-support with very few differences
dealer-finance-limited	This employee is a limited version of dealer-finance without access to a customer personal info (billing address, email and phone number) and transaction reports through the orders page
dealer-limited	This employee is a limited version of dealer-finance without access to a customer personal info (billing address, email and phone number) and gates

Superior

Main superior account is able to see and manage all Manager accounts that belong to current account, as well as all Merchant accounts that belong to the following Managers.

Employee type	Description
superior-support	This employee is the same as Superior account, but not able to create Superior employees. Can reverse orders from orders page
superior-limited-support	Limited version of superior-support, there is no access to reconciliation and balance pages, no Integration panel and Processing limits page. Can reverse orders from orders page
superior-client-support	This employee is able to see only transactions
superior-transaction	More extended type than superior-client-support, this employee is also able to download transaction report and view the details of some entities in the system (without Edit option)
superior-desc	More extended type than superior-transaction, this employee also has access to the Dashboard, actions which could be done with Orders, but doesn`t have access to entities from Order details page. Can reverse orders from orders page
superior-finance	This employee differs from Superior role by the following: no access to the Dashboard and configuration. Can reverse orders from orders page and has access to Adjustments
superior-no-finance	This employee has access to the configuration, BWL lists, but without financial reports and actions that could be done with transactions
superior-restricted	This employee has access to the configuration, BWL lists, processing limits page, rate plans. Also can manage employees
superior-risk	This employee doesn`t have access to the configuration, but has access to Dashboard, Order details and actions, Reports, Statements, BWL option. Can reverse orders from orders page
superior-sales	This employee has access to transactions and Virtual terminal
superior-view	The same as Superior account, but without Edit option
superior-vt-transaction	This employee has access to transactions, Virtual terminal and can view some entities