What are the different user roles for the Merchant Interface?
000001279
1788
09/23/2024 18:01 PM
3.0
This article will guide merchants through understanding the different user roles for the Merchant Interface.
User Role Definitions
Authorize.net provides five default user roles for your payment gateway account. These roles, except for Account Owner, can be customized by modifying the user’s permissions.
Account Owner
The Account Owner is the highest level user with irrevocable access to all features of the Merchant Interface. They manage all other user accounts and are the only ones who can create another Account Owner.
Account Administrator
By default, an Account Administrator has all Merchant Interface permissions except for the ability to enable or disable payment gateway services or manage Account Owner user accounts. They can also manage other user accounts, excluding Account Owners.
Transaction Manager
By default, a Transaction Manager can perform all transaction processing functions in the Merchant Interface.
Account Analyst
By default, an Account Analyst can only view and download Merchant Interface statements and reports.
Account Contact
An Account Contact does not have access to the Merchant Interface and is created solely to receive account notification emails.
Basic Rights for User Roles
All user roles (except for Account Contact) have the following basic, non-editable rights in the payment gateway:
- Basic interface access: User can log on to the Merchant Interface, view the home page, announcements, help files, and contact Customer Support.
- Edit own user profile: User can edit their own contact information, password, secret question and answer, and subscribe to notification and administrative emails.
- View account information: User can view payment gateway account information, services, payment methods, and reseller contact information.
- View transaction information: User can view unsettled transactions, transaction details, Automated Recurring Billing (ARB) subscriptions, and file upload statuses for regular and ARB transactions.
- View reports: User can view and download transaction summaries, transaction settlement reports, statistics reports, and returned items reports.
User Permissions
The following table further describes the account permissions associated with each user role. It's important to note that these permissions can be customized by an Account Owner or Account Administrator on a per-user basis.
PERMISSIONS KEY | |
|---|---|
Default permission; not editable | |
Default permission; editable | |
Permission not applicable to the user role | |
ROLES AND PERMISSIONS | |||||
|---|---|---|---|---|---|
| Account Owner | Account Administrator | Transaction Manager | Account Analyst | Account Contact |
Transaction Processing Permissions | |||||
Create charge transactions: Ability to charge a credit card or bank account. | |||||
Create refund/void transactions: Ability to refund a credit card or bank account. | |||||
Manage existing transactions: Ability to void transactions, submit PRIOR_AUTH_CAPTURE, and accept or decline AFDS transactions. | |||||
Upload transaction batch file: Ability to upload transaction batch files. | |||||
Manage CIM profiles: Ability to add, edit and delete CIM profiles. | |||||
Manage ARB subscriptions: Ability to create, edit, upload, delete and search Automated Recurring Billing (ARB) subscriptions. | |||||
Settings Permissions | |||||
Edit transaction format settings: Ability to edit the settings for Batch File Upload, Cut-Off Time, Time Zone, Virtual Terminal, Payment Form, Receipt Page, Email Receipts, Simple Checkout, Transaction Version, Response/Receipt URLs, Silent Post URLs, Relay Response and Direct Response. Also the ability to configure the Verified Merchant Seal. | |||||
Update transaction security settings: Ability to create the API Login ID, update the Transaction Key and Signature Key, enable and disable File Upload Capabilities and configure MD5 Hash. Also the ability to run the Merchant Interface in Test Mode. | |||||
Edit basic fraud settings: Ability to edit Card Code Verification (CCV) and Address Verification Service (AVS) settings. | |||||
Edit AFDS settings: Ability to edit the Advanced Fraud Detection Suite (AFDS) Filter settings, AFDS Customer Response and Internet Protocol (IP) tools. | |||||
Manage mobile devices | |||||
Account Level Permissions | |||||
Update business information: Ability to edit credit card and bank account billing information and business information. | |||||
Manage account services: Ability to enable or disable products and services. | |||||
View account finances: Ability to view account Statements, Fee Definitions and Risk Profile. | |||||
Access eCheck NOC report: Ability to view and download eCheck.Net Notices of Change (NOC) Report. | |||||
User Management Permission | |||||
Edit account users: Ability to add, edit and delete user accounts, user permissions and notification emails; reset passwords, secret questions and answers; and unlock users. | |||||
Close account: Can close the payment gateway account by contacting Customer Support. To initiate the request, the user must be able to verify specific account information. | |||||
Was this article helpful?