User Account Reference

Role-based permissions for Primary, Secondary, and Secondary Read Only user accounts.

This table lists the features and functions available to each user account role.

Role Function	Primary	Secondary	Read Only
Portfolio — Main View	✓	✓	✓
Portfolio — Year-over-Year View	✓	✓	✓
User Maintenance — Manage Users	✓
User Maintenance — Manage Profile	✓	✓	✓
Merchants — Search Tools	✓	✓	✓
Merchants — Merchant Info	✓	✓	✓
Merchants — Site Jump	✓	✓	✓
Merchants — Password Reset	✓	✓
Merchants — Suppress Email	✓	✓	✓
Merchants — System Notification	✓	✓	✓
Merchants — Offline Merchant	✓	✓
Merchants — Call Disposition	✓	✓	✓
Merchants — My Tasks, Create a Task	✓	✓	✓
Reports — Custom Report	✓	✓	✓
Reports — IP/Domain Scanned Report	✓	✓	✓
Reports — Multi-Language Usage Report	✓	✓	✓
Reports — Offline Merchant Report	✓	✓	✓
Reports — Acquirer Merchant Reports	✓	✓	✓
Reports — Audit Log Report	✓	✓
Reports > Customer Service — Call Disposition Report	✓	✓	✓
Reports > Customer Service — Non-Compliance Merchant Report	✓	✓
Reports > Customer Service — Email Suppression Report	✓	✓	✓
Reports > Customer Service — Outbound Outreach Report	✓	✓	✓
Reports > Customer Service — System Notification Report	✓	✓	✓
Reports > Email — Email Activity Report	✓	✓	✓
Reports > Email — Merchants With No Email Report	✓	✓	✓
Reports > Email — FDR Opt Out Report	✓
Reports > Status — Compliance Time Span Report	✓	✓	✓
Reports > Status — Inactive Master Merchants Report	✓	✓	✓
Reports > Status — Merchant Active/Inactive Report	✓	✓	✓
Reports > Security Bundle — Endpoint Scanning Report	✓	✓	✓
Admin > System Management — Manage Documents	✓
System Management > Site Configurations — Call Disposition	✓
MS — Launch Scan	✓	✓
MS — Request EC	✓	✓

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A Partner can not attest for a merchant PCI compliance nor can a Partner initiate a scan on behalf of a merchant.

Updated about 1 month ago

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