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    User Role and Preference Definitions for Paya Connect

    Product

    Paya Connect    


    Description

    These are the role permissions and notification preferences and setting role permissions will allow an admin to define a user's role within the system. Below is a list of the roles and preferences with their definitions.    


    Resolution

    User Roles
    User Preferences
    Account Vault Add – This allows a user to store a credit card or checking/savings account information. Email All ACH Transactions – This notifies a user of all processed ACH transactions (a notification for each transaction throughout the day will be sent to the user via email).
    Account Vault Delete – This allows a user to delete stored credit card or checking/savings account information.  Email All Card Transactions – This notifies a user of all processed credit card transactions (a notification for each transaction throughout the day will be sent to the user via email).
    Account Vault Edit –This allows a user to edit stored credit card or checking/savings account information.  ach_return_notice – This notifies a user if an ACH transaction has been rejected.
    Account Vault View - This allows a user to view stored account information.  Nightly ACH Email – The ACH totals/summary report is sent to a user via email daily.
    ACH Refund – This allows a user to process an ACH refund or ACH credit. nightly_cc_email – The credit card totals/summary report is sent to a user via email daily.
    ACH Sale – This allows a user to process an ACH debit. Declined Recurring Payment Received – This notifies a user when a recurring transaction is declined.
    ACH Void – This allows a user to void an ACH debit or credit transaction.  Statement Payment Notification – This allows a user to send patient statements (BP Patient Management Software only).
    Billing Statements - This allows a user to view billing statements.
    Client Admin – This is an administrative role with authorized access to view all user roles.
    Contact Add - This allows a user to add a contact.
    Contact View - This allows a user to view contacts.
    Credit Card Auth Complete –  This allows a user to complete/settle AuthOnly transactions (applies to lodge/hotel Merchants only).
    Credit Card Auth Only – This is for AuthOnly transactions and they will not settle until you process an 'AuthComplete'.
    Credit Card Force – This allows a user to process a credit card forced sale transaction with the obtained authorization code.
    Credit Card Refund – This allows a user to refund a credit card sale transaction. 
    Credit Card Reporting – This allows a user to view and generate credit card reports.
    Credit Card Sale – This allows a user to process a credit card sale transaction.
    Credit Card Settle – This allows a user to settle a batch.
    Credit Card Void – This allows a user to void a credit card sale transaction. 
    File Uploads – This allows a user to upload files. 
    Location Read-Only - This is read-only access for Location users.
    Note Add – This allows a user to create new notes in a profile.
    Note Delete – This allows a user to delete notes in a profile.
    Note Edit – This allows a user to edit notes in a profile.
    Note List – This allows users to view a list of all existing notes.
    Recurring Add – This allows a user to create a recurring payment transaction. 
    Recurring Delete – This allows a user to delete a recurring payment transaction. 
    Recurring Edit – This allows a user to edit a recurring payment transaction.
    Recurring List - This allows a user to view recurring billing transactions.
    Reporting – This allows a user access to all reports.


    If you have questions or require additional information, please contact us, and we will be in touch with you shortly.



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