Privileges

Each payment group includes one or more privileges that define the features they have access to or the actions they can take. Privileges themselves can’t be added or removed from the set groups. The following table defines each privilege.

Feature Area	Privilege	Description
Account Holders	Add/Update Account Holder	- Add an account holder. - Update an existing owned account holder. - View owned account holders.
Account Holders	View Rates and Fees	- Child privilege of Add/Update Account Holders. - View rate card profile within owned account holder.
Account Holders	Initiate verification	- Child privilege of Add/Update Account Holders. - Complete verification for an account holder they own.
Accounts	Add/Update Accounts	- Add an account (for owned or permitted account holders). - Update an existing account that they own. - View owned accounts.
Accounts	Close Account	- Child privilege of Add/Update Accounts. - Close an owned account.
Assign Location to Account	Add/Update Account	- Can only assign a location that they are permitted to access and they have the Add/Update Account privilege.
Locations	Update Location Details	- Can update details (like address or phone number) for locations they are permitted to access. - Location scope also applicable to users that are Payment Administrators.
Terminals	View Terminals	- Can view terminals that are linked to locations they are permitted to see.
Terminals	Register Terminals	- Child privilege of View Terminals. - Can assign a terminal to a permitted location or reassign to another location they are permitted to see.
Chargebacks	Chargeback Report and Summary	Can view and search disputes raised against locations they have access to.
Chargebacks	Accept Chargeback	Child privilege of Chargeback Report and Summary. Can accept a dispute raised against locations they have access to.
Chargebacks	Defend Chargeback	Child privilege of Chargeback Report and Summary. Can defend a dispute raised against locations they have access to.
Reporting	Transaction Report and Charts	Access to the Transaction report and dashboard transaction/trends. It is restricted to locations they have access to.
Reporting	Refund a Transaction	Child privilege of Transaction Report and Charts. Can refund a transaction against locations they have access to.
Reporting	Payout Report and Summary	Access to the Payout report and dashboard. It is restricted to locations they have access to.
Users	Assign Locations	Can assign locations they can access to other users. Payment Administrator can assign any locations within their organization.

Parent topic: Users and Groups