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.

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
Account	Add Payment Method	✓	✓	✗	Save a payment method without charging it
Account	New Payment	✓	✓	✗	Take a one-off payment
Capture a transaction	Capture	✓	✓	✗	Capture an authorised payment
Charge	Save	✓	✓	✗	Amend a charge
Charge	Void charge	✓	✓	✗	Write off a charge
Comments	Delete Comment	✓	✓	✗	Delete a note or an attachment
Comments	Save	✓	✓	✗	Add or edit a note with attachments
Comments	X on the attachment	✓	✓	✗	Delete a note or an attachment
Contract	Change Payment Method	✓	✓	✗	Change the payment method on a contract
Contract	Confirm	✓	✓	✗	Resume a contract
Contract	Make Payment	✓	✓	✗	Collect a contract’s arrears now
Contract	Suspend	✓	✓	✗	Suspend a contract
Contract	Terminate	✓	✓	✗	Terminate a contract
Create or edit an account	Save	✓	✓	✗	Create an account; Update an account
Edit a contract	Convert to Scheduled	✓	✓	✗	Amend a scheduled contract’s instalments
Edit a contract	Save	✓	✓	✗	Amend a contract’s terms; Amend a scheduled contract’s instalments
Edit an upcoming charge or payment	Save	✓	✓	✗	Move the next charge; Reschedule the next payment
Payment method details	Archive	✓	✓	✗	Archive a saved payment method
Refund a transaction	Refund	✓	✓	✗	Refund a payment
Transaction	Attribute	✓	✓	✗	Attribute an unattributed payment
Transaction	Mark as Approved	✓	✓	✗	Mark an unresolved payment approved or declined
Transaction	Mark as Declined	✓	✓	✗	Mark an unresolved payment approved or declined
Transaction	Undo Refund	✓	✓	✗	Undo an offline refund
Transaction	Void	✓	✓	✗	Void an authorisation