User Roles
Allow team members limited access to your Localpayment account.
Info
You can also create your own user roles in the Configuration section.
ACCOUNT MANAGER
Can set up the merchant account and has access to the reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View and edit Configurations> Clients.
- View Dashboard> Clients.
- View Reports> Clients activity, balance, fides, and subscriptions.
ADMIN
Can create and authorize (if applicable) payouts, payins, refunds, chargebacks, virtual accounts, currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.
Details:
- Enabled API.
- View Balance.
- View and edit Configurations> Clients.
- View Configurations> Masters (banks, concept codes, countries, currencies, document type, and holidays).
- View Dashboard> Clients.
- View and execute Payins> Chargebacks.
- View Payins> Checkout (appearance, iframe, items, link payment, and web checkout).
- View, create, and authorize Payins.
- View, create, and authorize Payins> Refunds.
- View and create Payins> Virtual Accounts.
- View, create, and authorize Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Currency exchange.
- View and create Settlement & Exchange> Internal transfer.
- View and create Settlement & Exchange> Wire in and Wire out.
AUTHORIZER LEVEL 1
Can authorize payouts, refunds, and settlements; create currency exchanges and internal transfers; and has access to reports, balance, and the dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View and authorize Payins> Refunds.
- View and authorize Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Currency exchange.
- View and create Settlement & Exchange> Internal transfer.
- Edit Settlement & Exchange> Wire in and Wire out.
AUTHORIZER LEVEL 2
Can authorize payouts, refunds, and settlements; create internal transfers; and has access to reports, balance, and the dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View and authorize Payins> Refunds.
- View and authorize Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Internal transfer.
- Edit Settlement & Exchange> Wire in and Wire out.
OPERATIONS CHARGEBACK LEVEL 1
Can create chargebacks and has access to reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View and execute Payins> Chargebacks.
- View Reports> Clients activity, balance, fides, and subscriptions.
OPERATIONS CHARGEBACK LEVEL 2
Can create payouts, refunds, chargebacks, internal transfers, currency exchange, and settlement; as well has access to reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View and execute Payins> Chargebacks.
- View and create Payins> Refunds.
- View and create Payins> Virtual Accounts.
- View and create Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Currency exchange.
- View and create Settlement & Exchange> Internal transfer.
- View and create Settlement & Exchange> Wire in and Wire out.
OPERATIONS LEVEL 1
Can create payouts, payins, refunds, and settlement; as well has access to reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View and create Payins.
- View and create Payins> Refunds.
- View and create Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Wire in and Wire out.
OPERATIONS LEVEL 2
Can create payouts, payins, refunds, chargebacks, virtual accounts, internal transfers, and settlement; as well has access to reports, balance, and dashboard.
Details:
- Enabled API.
- View Balance.
- View Dashboard> Clients.
- View and execute Payins> Chargebacks.
- View and create Payins.
- View and create Payins> Refunds.
- View and create Payins> Virtual Accounts.
- View and create Payouts.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Internal transfer.
- View and create Settlement & Exchange> Wire in and Wire out.
RECONCILIATION LEVEL 1
Has access to activity and subscriptions reports.
This user is unable to use the Localpayment API.
Details:
- View Reports> Clients activity and subscriptions.
RECONCILIATION LEVEL 2
Has access to reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View Reports> Clients activity, balance, fides, and subscriptions.
TREASURY
Can create currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.
This user is unable to use the Localpayment API.
Details:
- View Balance.
- View Dashboard> Clients.
- View Reports> Clients activity, balance, fides, and subscriptions.
- View and create Settlement & Exchange> Currency exchange.
- View and create Settlement & Exchange> Internal transfer.
- View and create Settlement & Exchange> Wire in and Wire out.
Updated about 2 months ago