Assign Account Structure Access

This is optional and controls what parts of your existing business structure users can manage.

When this is needed

• Users are in one or more of the Business Management groups.
• Businesses, Business Units and Business Accounts already exist.
• You need to give new users access to them to see the details and make edits.
• Although Payment Administrator can see all account structures they also need to be a user for full control.
  

Note: It is not needed if user is just using reporting, managing Chargebacks or terminal registration.

Account Structure levels

• Business, this is your legal entity in Oracle Payment Cloud Services and includes verification (KYC).
  • Business Units, these are subdivisions of your Business.
    • Business Accounts, these are where you link your bank account.
      
      
      Tip:
• To see a consolidated view of a user’s account structure record access,
• Go to in Oracle Payment Cloud Service as a Payment Administrator,
• Edit the user and got to the Business Access tab.

How access works

Full control

If a user creates a Business or Business Unit or Business Account in Oracle Payment Cloud Service

• They become a user of that record.
• They can manage it fully.
• They can assign access to others.
  

Limited access

You can assign limited access at different levels:

• At Business level, you can assign a Business Unit User
  • This allows them to add new Business Units to the Business without full access to the Business.
• At Business Unit level, you can assign a Business Account User
  • This allows them to add new Business Accounts to the Business Unit without full access to the Business Unit.

Payment Administrator

• Can see all account structures in the organization.
• Can assign access at all levels to other privileged users, but not themselves.

How to assign access

• Business
  • Assign a User to a Business
  • Unassign a User from a Business
  • Assign Limited Access
• Business Unit access
  • Assign a User to a Business Unit
  • Unassign a User from a Business Unit
  • Assign Limited Access
• Business Account access
  • Assign a User to a Business Account
  • Unassign a User from a Business Account

Parent topic: Users and Access