Predefined Payment Groups

Several existing groups for primary business operations are available for Payment Cloud Service users. Groups control access to the features in Payment Cloud Service.

Each user is assigned to one or more groups. The first table lists groups that align with a common role and the second table lists additional groups that grant access to other features they may need. A user can belong to more than one group in either of the tables. They can be managed in Oracle Identity Cloud Service.

See Privileges for more information about the actions allowed for each privilege.

Table 1-1 Job-Related Groups

Group Name Description Privileges

Payment Administrator

  • Access to all account holders and account records, but only the Owners page.

  • Can grant other users ownership to any account holder or account but can’t make themselves an owner of an existing account holder or account.

  • Can only see locations within their scope and can only see terminals linked to locations within their scope.

  • Can create their own account holders and accounts and become the owner or be given ownership by another user.

  • Can manage locations and terminals for the accounts they own and have access to.

  • Can view, search, accept, or defend disputes for locations they have access to.

  • Can view transactions and complete refunds for locations they have access to.

  • Can view all reports and dashboard tiles (data only shows for locations they have access to).

  • All privileges

Payment Service Owner

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 automatically created accounts They can create other accounts and become owners of them. They have access to transaction and payout reports. They can also register terminals.

  • Add/Update Account Holders
    • View Rates and Fees

    • Initiate verification

  • Add/Update Accounts

    • Close Account

  • View Terminals

    • Register Terminals

  • Transaction Report and Charts

  • Payout Report and Summary

Legal Entity Manager

For users managing account holders and completing verification.

  • Add/Update Account Holders
    • View Rates and Fees

    • Initiate verification

Account Manager

For users dedicated to managing accounts and controlling locations linked to accounts.

  • Add/Update Accounts

    • Close Account

  • Chargeback Report and Summary

  • Transaction Report and Charts

  • Payout Report and Summary

Terminal Manager

For a location-level users, primarily for terminal registration.

  • View Terminals

    • Register Terminals

Developer

Can access developer tools in the Channels area.

  • Add/Update Channel Credential

  • Add/Update Webhook Endpoints

  • View API Logs

  • View Event Logs

  • Download Oracle Checkout

Table 1-2 Add-on Groups

Group Name Description Privileges

Terminals Viewer

For users that just need to see terminal assignments.

  • View Terminals

Transaction Reporting

For users that need to see transaction details. 

  • Transaction Report and Charts

Transactions and Refunding

For users that need to see transaction details and complete refunds.

  • Transaction Report and Charts

    • Refund a Transaction

Payout Reporting

For users that need to see payout details for locations they are permitted to view.

  • Payout Report and Summary

Chargeback Transactions

For users that need to see chargeback transaction details for locations they are permitted to view.

  • Chargeback Report and Summary

Chargeback Management

For users that need to respond to, accept, and defend chargebacks.

  • Chargeback Report and Summary

    • Accept Chargeback

    • Defend Chargeback

Account Location Address

For users that need to amend address details from Payment Cloud Service.

  • Update Location Details

Note:

The following groups are not currently in use and should not be selected:
  • Business Unit Manager

  • Health Payment Cloud Service

  • Hospitality Payment Cloud Service

  • Retail Payment Cloud Service

  • Restaurant Payment Cloud Service