Predefined Payment Roles

Several existing roles for primary business operations are available for Payment Cloud Service users.

Role Name Description Privileges Role Administration

Payment Administrator

The default role for the first user. Can grant access to other users and roles and define their privileges. This role is not intended for day-to-day operations, but rather to manage other roles.

  • Add, edit, view, delete payment roles

All roles

Payment Services Owner

Meant for users who manage the creation of both account holders and accounts.

They become the owner of any account holder that they create along with any accounts created at the same time. They are then responsible for adding and managing other owners of those account holders and accounts.

  • Add, edit account holders
    • Initiate verification

  • Add, edit accounts

    • Close account

  • Legal Entity Manager

  • Account Manager

Legal Entity Manager

Meant for users managing account holders and completing verification.

  • Add, edit account holders
    • Initiate verification

None

Account Manager

Meant for users dedicated to managing accounts and controlling locations linked to accounts.

  • Add, edit accounts

    • Close account

None

Terminals Manager

Meant for users who manage terminals, for example a restaurant manager.

  • View terminals

    • View the Terminals page.

  • Add, edit terminals

    • Assign terminal to a location or reassign within the same location or different location.

None