Merchant Setup roles

What each role can do in Merchant Setup. Support and Support (read-only) can open it and see the providers, and change nothing.

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.

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

Screen	Button	Admin	Support	Support (read-only)	Rule
Accepting the terms	I Agree	✓	✗	✗	Accept Shuttle’s terms for the instance
Adding a payment provider	Skip	✓	✗	✗	Connect a payment processor
Adding a payment provider	The processor row, then Connect (provider)	✓	✗	✗	Connect a payment processor
Entering connection details	Save	✓	✗	✗	Connect a payment processor; Connect a fraud workflow
Managing a connection	Customise checkout (single-provider mode)	✓	✗	✗	Route a payment method to a provider; Stop offering a payment method; Enable wallet support for the instance; Set the merchant name and country
Managing a connection	Disconnect (provider)	✓	✗	✗	Disconnect a provider
Managing a connection	Dismiss (archived only)	✓	✗	✗	Dismiss an archived provider’s notice
Managing a connection	Reconnect (provider)	✓	✗	✗	Reconnect a provider
Managing a connection	Save	✓	✗	✗	Update a provider’s settings
Payment method amount rules	Save	✓	✗	✗	Restrict a payment method by transaction amount
Your integrations	Customise checkout	✓	✗	✗	Route a payment method to a provider; Stop offering a payment method; Enable wallet support for the instance; Set the merchant name and country
Your integrations	Enable Apple Pay / Google Pay support	✓	✗	✗	Enable wallet support for the instance
Your integrations	Restore (provider)	✓	✗	✗	Restore an archived provider
Your integrations	Save	✓	✗	✗	Route a payment method to a provider; Stop offering a payment method; Set the merchant name and country