Merchants can have multiple users tied to them, known as a team. Teams are meant to give different logins and access to users working together. Team members have roles that give them different levels of access to the team.
Team members with admin roles control the roles of the other team members.
Available Team Roles
- Admin - Has access to everything.
- Full - Has access to everything except team calls, Webpayments, and certain apps.
- Staff - Has access to items, customers, invoices and transaction calls.
- Reporting - Has access to reporting and transaction GET calls.
- Sales - Has access to customer, transaction and invoice calls.
- Sales Only - Can run transactions, view/edit customers, and add new payment methods. Cannot run refunds/voids.
- Sales With Refund - Can run transactions, including voids and refunds, view/edit customers, and add new payment methods.
- Sales Staff - Can run charges, view/search activity, invoices, customers, and catalog items. Cannot process voids/refunds.
- Menkpay Custom - Custom role for Menkpay integrations.