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    How to create a new Role in Paya Exchange

    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 to a Role.

    To create a new Role, please follow these instructions:

    • 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, Reports.
           
      • Merchant Accounts
        • These permissions give Users assigned to this Role access to specific merchant accounts in Dashboard, Connections Reporting and the payment processing mini-apps.
           
      • Terminals
        • These permissions give Users assigned to this Role 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 assigned to this Role the ability to add additional services to your 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

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

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