Description

How do I create a new Role?

Resolution

Paya Exchange grants you access to various products and features. A role is a set of pre-defined permissions that can be easily assigned to any number of users in Paya Exchange (every user must be assigned a role).

To create a new Role, please follow the steps below:

• Click the ‘Administration’ tab, select ‘Roles’, and then click the ‘Add New Role’ button.
   
• Enter a ‘Role Name’, this is the identifier that will be displayed when assigning a role to a user.
   
• Assign permissions to the role by clicking the access checkboxes:
   
  • Paya Exchange Main Features
    • Every role must have access to at least one of the following Permissions: Administration, Connections, Dashboard, Products, or Reports.
       
  • Merchant Accounts
    • These permissions give users access to specific Merchant accounts in the Dashboard, Connections Reporting, and the payment processing mini-apps.
       
  • Terminals
    • These permissions give users the ability to view transaction information in conjunction with the Merchant Accounts Permissions.
       
    • To view transaction information in Paya Exchange, a user's assigned role must have access to at least one Merchant Account and at least one Terminal assigned to that Merchant Account.
       
  • Products
    • These permissions give users the ability to add additional services to an account, which may involve additional costs.
       
  • Virtual Terminal
    • These permissions allow users to access the various payment processing mini-apps available in Paya Exchange.
       
  • Click ‘Save' once all changes are complete.

The newly created Role will be available for selection when adding a new user.