Set Merchant User Permissions

Merchant User Permissions
Merchant Admins
Updating User Permissions
 

Merchant User Permissions

There are four user permissions related to merchant settings:

1. Merchant Admin - Can change other user's access to merchant settings - allows the user to update other user's settings on the Maintain Users page
2. Can set up and edit merchant accounts - allows the user to create/edit merchant accounts on the Firm Merchant Settings page
3. Can set the merchant account for a meeting - allows the user to set/update the merchant assigned to a meeting on the Meeting Merchant Settings page
4. Can go live and clear data in a meeting - allows the user to switch from test mode to live mode and clear test records on the Meeting Merchant Settings page

If someone does not have these settings enabled for their account, they will not have access to see or update the items on the pages outlined above.
 

Merchant Admins

Only the Merchant Admin for your firm is able to see/enable the settings described above.

If no Merchant Admin has been set for your firm, a message indicating that fact will display in red at the top of the home page. You must contact Cadmium to set the Merchant Admin for your firm. (Fig. 1)

Fig. 1 - No merchant admin indicator message

Once a Merchant Admin has been set, that message will disappear.

You can identify who the Merchant Admin is by going to the Maintain Users page under the Admin header on the home page.

Merchant Admins will have a checkmark next to their name, in the Merchant Admin column. (Fig. 2)

Fig. 2 - Merchant Admins List

Updating User Permissions

If you are the Merchant Admin, you can go to the Maintain Users page to enable the settings above for other users in your firm. Select Maintain Users under the Admin header on the home page.

Select the name of the user you would like to update. Depending on the type of account, the page will either refresh and display their permissions at the bottom or open a pop-up with their permissions.

Check off the settings you would like that user to have and then click Save.

Go back to the main Merchant Settings page.