Merchant View roles

What each role can do on the Merchant View Operations screens, button by button.

Everyone sees everything; the role decides the actions

Admin, Support and Support (read-only) all see the same screens and the same data. The role only decides which of the buttons below a user can use.

Roles are the security, options are the layout

The role decides what a user can do. For an embedded session it is the session.teams value on the deep link, and a deep link can never give more than the session that created it holds. Shuttle checks the role on the server for every action, so a button a role cannot use is refused however the request is sent, including by someone replaying the screen's own calls.

Merchant View options (features, such as refund) only decide which buttons are shown. They never grant or remove a permission. To stop a user refunding, give them a role that cannot refund; hiding the button is not enough.

The full list by operation is in Roles and permissions.

Who can use each button

ScreenButtonAdminSupportSupport (read-only)Rule
AccountAdd Payment Method✓✓✗Save a payment method without charging it
AccountNew Payment✓✓✗Take a one-off payment
Capture a transactionCapture✓✓✗Capture an authorised payment
ChargeSave✓✓✗Amend a charge
ChargeVoid charge✓✓✗Write off a charge
CommentsDelete Comment✓✓✗Delete a note or an attachment
CommentsSave✓✓✗Add or edit a note with attachments
CommentsX on the attachment✓✓✗Delete a note or an attachment
ContractChange Payment Method✓✓✗Change the payment method on a contract
ContractConfirm✓✓✗Resume a contract
ContractMake Payment✓✓✗Collect a contract's arrears now
ContractSuspend✓✓✗Suspend a contract
ContractTerminate✓✓✗Terminate a contract
Create or edit an accountSave✓✓✗Create an account; Update an account
Edit a contractConvert to Scheduled✓✓✗Amend a scheduled contract's instalments
Edit a contractSave✓✓✗Amend a contract's terms; Amend a scheduled contract's instalments
Edit an upcoming charge or paymentSave✓✓✗Move the next charge; Reschedule the next payment
Payment method detailsArchive✓✓✗Archive a saved payment method
Refund a transactionRefund✓✓✗Refund a payment
TransactionAttribute✓✓✗Attribute an unattributed payment
TransactionMark as Approved✓✓✗Mark an unresolved payment approved or declined
TransactionMark as Declined✓✓✗Mark an unresolved payment approved or declined
TransactionUndo Refund✓✓✗Undo an offline refund
TransactionVoid✓✓✗Void an authorisation

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