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, the second table lists additional groups that grant access to other features they may need, and the third table lists industry groups. A user can belong to more than one group in 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 businesses and business account records, but only the Owners page. - Access to all industries without the need of the specific IDCS group. - Can grant other users ownership to any business or business account but can’t make themselves an owner of an existing business or business account. - Can only see locations within their scope and can only see terminals linked to locations within their scope. - Can create their own businesses and business accounts and become the owner or be given ownership by another user. - Can manage locations and terminals for the business 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). - Access to all industries listed in Table 1-3. |
- All privileges |
| Payment Service Owner | For users who manage the creation of both businesses and business accounts. They become the owner of any business that they create along with automatically created business accounts They can create other business accounts and become owners of them. They have access to transaction and payout reports. They can also register terminals. |
- Add/Update Businesses - Initiate verification - Add/Update Business Units - View Rates and Fees - Add/Update Business Accounts - Close Account - View Terminals - Register Terminals - Transaction Report and Charts - Payout Report and Summary |
| Legal Entity Manager | For users managing businesses and completing verification. | - Add/Update Businesses - Initiate verification |
| Business Unit Manager | For users managing a business unit which is tied to at least one business account and its locations. | - Add/Update Business Units - View Rates and Fees |
| Account Manager | For users dedicated to managing business accounts and controlling locations linked to business accounts. | - Add/Update Business 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 |
A user must be a member of one or more of the industry groups in the table below if they want to add a business, business unit, business account or view transactions that relate to the industry. Similarly, if they become a business unit user of a business (meaning they can add business units to it), they must have permission for at least one industry associated with that business. The same applies for users of a business unit (meaning they can add business accounts to it), they must have permission for at least one industry associated with the business that the business unit is part of and the industry association with the business unit.
To see the industry, it must be configured by Oracle when setting up the organization. For example, if they are in the Restaurant Industry IDCS group, but it hasn’t been linked to the organization, you won’t see it as an option to be selected.
Table 1-3 Industry Groups
| Group Name | Description | Privileges |
|---|---|---|
| Hospitality Payment Cloud Service | This group is for users that need to: - Link the Hospitality Payment Cloud Service industry to a new or existing business or business unit - Add a business account that comes under a business unit within the Hospitality Payment Cloud Service industry - View Hospitality Payment Cloud Service industry transactions in reports |
- Allows Hospitality Payment Cloud Service to be selected when adding a business and/or business unit - Allows a user to be given access to a business, business unit, or business account (in conjunction with a group for managing those entities) - Allows a user to view Hospitality Payment Cloud Service transactions in conjunction with applicable reporting privilege groups |
| Health Payment Cloud Service | This group is for users that need to: - Link the Health Payment Cloud Service industry to a new or existing business or business unit - Add a business account that comes under a business unit within the Health Payment Cloud Service industry - View Health Payment Cloud Service industry transactions in reports |
- Allows Health Payment Cloud Service to be selected when adding a business and/or business unit - Allows a user to be given access to a business, business unit, or business account (in conjunction with a group for managing those entities) - Allows a user to view Health Payment Cloud Service transactions in conjunction with applicable reporting privilege groups |
| Restaurant Payment Cloud Service | This group is for users that need to: - Link the Restaurant Payment Cloud Service industry to a new or existing business or business unit - Add a business account that comes under a business unit within the Restaurant Payment Cloud Service industry - View Restaurant Payment Cloud Service industry transactions in reports |
- Allows Restaurant Payment Cloud Service to be selected when adding a business and/or business unit - Allows a user to be given access to a business, business unit, or business account (in conjunction with a group for managing those entities) - Allows a user to view Restaurant Payment Cloud Service transactions in conjunction with applicable reporting privilege groups |
| Retail Payment Cloud Service | This group is for users that need to: - Link the Retail Payment Cloud Service industry to a new or existing business or business unit - Add a business account that comes under a business unit within the Retail Payment Cloud Service industry - View Retail Payment Cloud Service industry transactions in reports |
- Allows Retail Payment Cloud Service to be selected when adding a business and/or business unit - Allows a user to be given access to a business, business unit, or business account (in conjunction with a group for managing those entities) - Allows a user to view Retail Payment Cloud Service transactions in conjunction with applicable reporting privilege groups |
Parent topic: Users and Groups