Creating and Managing User

Role-Based Access Control (RBAC) is a common approach to managing users’ access permissions to the features and the data. As an administrator, you will be able to create roles and assign permissions in the Business Portal. The RBAC feature in the Business Portal provides a more robust, granular, and fine-grained access control mechanism. Different types of users will now have adequate rights to perform various tasks/operations in the Business Portal.

As an administrator, only you will have the privileges to add, remove and manage users.

This chapter describes the following topics:

Overview

Features

Types of roles

Managing user roles and permissions

Overview

The Business Portal includes several pre-defined and custom roles with specific rights. It lets you offer a feature-based access control model, which means you can use RBAC to grant permissions exclusively to certain types of users:

  • Admin
  • Developer
  • Operations
  • Finance

Features

The Business Portal comes loaded with many features. Some of them are outlined below:

Built-in roles

Offers various pre-defined roles to perform different user management functions. There are as many as four built-in roles – Admin, Developer, Operations, and Finance.

Custom roles

Enables you to create your own customized roles based on the job roles in your organization. It lets you fine-tune the degree of access to the same (or different) job role(s) for various features.

Feature-based access

Lets you configure different user permissions for various features. For instance, you can set permissions for user A to access only specific functions and tasks based on the need.

Flexibility

Offers a flexible framework that can accommodate to set/reset your feature preferences as you need. For example, you can choose to keep only Integrate and Transactions in the left navigation sidebar using the Reset Preferences button on the Home Page.

Types of roles

The Business Portal provides two types of roles – pre-defined and custom. This section describes the following two topics:

  • Predefined roles
  • Custom roles

Pre-defined Roles

The Business Portal offers four pre-defined roles in total. The pre-defined roles are outlined below:

AdminClosedYou get access to the entire portal

• Developer

• Operations

• Finance

Custom roles

You can fine-tune the degree of access to the above roles at a feature-level using role-based access. The Business Portal lets you customize roles based on your organization’s requirement if predefined roles don’t meet your needs.

Feature-based access control provides you a lot of flexibility and control in terms of defining the roles and permissions. They enable you to provide access control only to specific features in your system hierarchy based on the scope of permissions set for each entity.

Managing User Roles and Permissions

You can create and manage users in the Business Portal if you have Admin rights. You can search users by name, email, or login name. To launch the Users screen, click Users in the left navigation sidebar.

Enter the search query and click search icon to load search results. The Users screen opens, as illustrated below:

  1. Search for users by name / login name / email.

  2. Click + Add User to add a new user.

  3. Click Show more to view the merchant's accounts, role, permissions, and actions.

  4. Click Activate/Deactivate to activate or deactivate a user.

  5. Click the pencil icon to edit the user details.

  6. Click the clone icon to clone the user profile and create another user with similar permissions.

  7. A resend icon appears if the user did not activate the profile.

Adding a New User

As an admin you can create new users in your organization with specific roles and permissions. Once you create a user with specific roles and permissions, the user receives an email to their inbox. The user must complete the rest of the signup process to login to the Business Portal. This process is described in detail below.

Note: You can use an email id only once. The Business Portal does not allow creating two users per single email.

To add a new user, click Add New User. The following screen opens:

Specify the full name, login name, and email and click Next. The following screen appears:

Select the merchants and associated accounts. You can select all the accounts associated to a merchant by clicking on the merchant.

Click Next. The Roles & Permission screen appears.

Select a role (admin, developer, operations, finance, and custom) to pre-fill the permission sets. You can use this option to pre-fill the permission sets and do not want to manually select the permission sets.

Click Custom to select permission sets manually.

Click Save.

Review the user details and click Add User.

The user will receive an email with their login name and a link to confirm the registration. This is illustrated in the below screen:

Click the Confirm Registration link. You will be prompted to create a password for your account, as shown below:

Once you create the password, login page appears where you must login with your username and the newly created password as well as validating the captcha and clicking Update.

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