User Role and Preference Definitions

Owned by Desiree Collins (Unlicensed)
Last updated: Dec 01, 2017 by Beth Fitzgerald (Unlicensed)
2 min read


User Role Definitions -

 These are used to give permissions to the user.  The user will not be able to use the system unless roles are assigned.

  • Account Vault Add – Allow user to store a credit card or checking/savings account
  • Account Vault Delete – Allow user to delete a stored credit card or checking/savings account
  • Account Vault Edit – Allow user to edit a stored credit card or checking/savings account
  • Account Vault View - Allow user to view stored accounts
  • ACH Refund – Allow user to process an ACH refund or ACH credit (Send) 
  • ACH Sale – Allow user to process an ACH debit (Collect) 
  • ACH Void – Allow user to void an ACH debit or credit
  • Billing Statements - Ability to view billing statements
  • Client Admin – an administrative role: authorize access to all user roles.
  • Contact Add - Add a contact
  • Contact View - Allow user to view contacts
  • Credit Card Auth Complete –  Allow the user to Complete/Settle an AuthOnly transaction (applies to lodging/hotel merchants only)
  • Credit Card Auth Only – This is for authorization only transactions, they will not settle until you do "Auth Complete"
  • Credit Card Force – Allow user to process a credit card forced sale with obtained authorization code
  • Credit Card Refund – Allow user to refund a credit card sale
  • Credit Card Reporting – Allow user to view and generate credit card reports
  • Credit Card Sale – Allow user to process a credit card sale
  • Credit Card Settle – Allow user to settle a batch
  • Credit Card Void – Allow user to void a credit card sale
  • File Uploads – Allow user to upload files
  • Location Read Only - Read Only for Location Users
  • Note Add – Create new notes in a profile
  • Note Delete – Delete Notes in a profile
  • Note Edit – Edit notes in a profile
  • Note List – List all existing notes
  • Recurring Add – Allow user to create a recurring payment
  • Recurring Delete – Allow user to delete a recurring payment
  • Recurring Edit – Allow user to edit a recurring payment
  • Recurring List - Allow user to view recurring billings
  • Reporting – Allow user access to all reports

 


User Preference Definitions -

 

  • Email All ACH Transactions – notify user of all processed ACH transactions (a notification for each transaction throughout the day will be sent to the user via email)
  • Email All Card Transactions – notify user of all processed credit card transactions (a notification for each transaction throughout the day will be sent to the user via email)
  • ach_return_notice – notify user if an ACH transaction rejected 
  • nightly ach email – ACH totals/summary report is sent to the user via email everyday
  • nightly_cc_email – credit card totals/summary report is sent to the user via email everyday
  • Declined Recurring Payment Received – notify user when a recurring transaction is declined
  • Statement Payment Notification – allow user to send patient statements (BP patient management software only)