Creating and Managing Users

You can create users and assign them roles and permissions in the Business Portal. The role-based access (RBAC) feature in the Business Portal provides a fine-grained access control mechanism. The Business Portal includes several pre-defined roles using which you can apply permission sets easily.

This chapter talks about:

  1. Predefined Roles

  2. Add a New User

  3. Define a Custom Role

You can create and manage users in the Business Portal if you have Administrator rights. You can search users by name, email, or login name.

  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.

Learn about Predefined Roles

The Business Portal includes several pre-defined roles using which you can apply permission sets easily.

  • Admin - The admin role has access to modules like Users, Integrate, Transactions, Account Statement, Virtual Terminal, Digital Invoicing, Configuration.
  • Operations - The operations role has access to modules like Transactions, Account Statement, and Digital Invoicing.
  • Finance - The finance role has access to modules like Transactions, Account statement, Virtual Terminal, and Digital Invoicing.
  • Developer - The developer role has access to modules like Integrate and Transactions.
  • Custom - Using this role, you can customize the access rights for an user. Modules like Search Transactions, API Keys, Account Balance and Activity, Virtual Terminal, Digital Invoicing, and Configurations.

Add a New User

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

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

  1. To add a new user, click Add New User.

  1. Specify the full name, login name, and email and click Next.

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

  2. Click Next. The Roles & Permission screen appears.

  1. 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.

  2. Click Custom to select permission sets manually.

  3. Click Save.

  4. 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:

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

  1. 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.

Define a Custom Role

The Business Portal lets you customize roles based on your 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 permissions. Using a custom role, you can provide access only to specific features in the Business Portal based on the scope of permissions set for each entity. Using a Custom role, you can define permission for modules like Search Transactions, API Keys, Account Balance and Activity, Virtual Terminal, Digital Invoicing, and Configurations.

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