User Set up Decision Guide

Also see, Predefined Payment Groups

Step 1: Payment Administrator?

Yes → assign Payment Administrator, see payment administrator access
Done

No → continue

Step 2: Industry (required)

Assign at least one:

• Healthcare
• Hospitality
• Local Government
• Restaurant
• Retail

Step 3: What do they do?

Full Onboarding and Business Management

→ Payment Service Owner

Reporting

→ Transaction / Payout Reporting

Payments and Operations

• Terminals? → Terminal Manager
  
• Refunds? → Transactions and Refunding
  
• Chargebacks? → Chargeback groups

Step 4: What Location access do they need?

• Give only the access to location the user requires to complete their tasks.
• See Assign locations

Step 5: What Account Structure access is needed?

• This is optional so if needed → assign Business / Business Unit / Business Account user access
• See Assign Account Structure Access

Examples

Property Manager:

• Industry
• Terminal Manager
• Reporting
• Location

Finance:

• Industry
• Account Manager
• Reporting
• Location

Parent topic: Users and Access