Manage User Roles and Permissions

Documentation

Manage User Roles and Permissions

Effective user management is key to maintaining security, accountability, and smooth operations within the Merchant Portal. With our User Roles and Permissions feature, admins can assign specific access levels to team members based on their responsibilities.

User Roles Overview

Below are the default user roles available on the Merchant Portal and their associated permissions:

Role Description Access Level
Admin Full control of the portal. Can manage users, view reports, configure settings. Full access to all features and settings
Manager Oversees daily operations. Can manage orders, view transactions, and generate reports. Moderate access, excluding user settings
Support Staff Handles customer issues and payment queries. Limited access to support and transaction tools
Viewer Can only view dashboard data and reports. Read-only access

Custom roles can also be created based on organizational needs (if enabled).

How to Manage User Roles

  1. Log in as Admin
  2. Navigate to Settings > User Management
  3. Select the user you want to modify
  4. Click Edit Role
  5. Choose the appropriate role from the dropdown
  6. Click Save Changes

Adding New Users

  1. Go to User Management
  2. Click Add New User
  3. Enter their:

    • Full Name

    • Email Address

    • Assigned Role

  4. An invitation email will be sent for the user to set their password and log in.

Permission Controls

Admins can enable or restrict access to specific modules such as:

  • Transaction history
  • Payout settings
  • Refunds
  • API keys
  • Reports and analytics

This ensures every user sees only what they need to do their job.

Audit & Activity Logs

All role changes and user activities are tracked in real-time. Admins can view:

  • Login history
  • Changes to settings
  • Actions performed by each role

This improves transparency and ensures compliance.

Best Practices

  • Use least privilege: Only grant users the access they need
  • Review roles regularly: Update permissions when responsibilities change
  • Remove inactive users: Keep your user list clean and secure

 

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