6.4. Employees

Create Employee Account

Creating new accounts to access the system is available in “Settings” – “Employees”.
The Employees tab contains a list of all employees accounts, established in the system for the all users connected to manager.
New employee account can be created with the Add User button. The following form must be filled:

pic107 manager faq

Scope username should be clicked in order to open the drop-down menu and select main account of the manager or other user, which needs a new employee account:


pic108 manager faq

Next, select one of available employee roles in the system:


pic109 manager faq

After the personal account is created, an employee can immediately log in. Login and password are generated at the stage of creating a personal account (do not forget to save the password beforehand). If the password was not saved, it can be reset on employee details screen.


pic110 manager faq

When employee logs in to the account for the first time, the system asks to change the temporary password to a permanent one:


pic111 manager faq

User Privileges

Here are all available roles for Merchant, Reseller, Manager, Dealer and Superior.

Merchant

Main Merchant account has access only to his traffic and not able to see other Merchants.

Employee type

Description

merchant-support

This employee is the same as Merchant account, but not able to create Merchant employees. Can reverse orders from orders page

merchant-support-readonly

This employee is limited version of merchant-support, no access to the configuration change. Can reverse orders from orders page

merchant-risk

This employee has access to transaction details and actions with them, view and operate with BWL lists and BWL options from order details page, Reports and Batch operations. Can reverse orders from orders page

merchant-risk-readonly

This employee has access to transaction details, view and operate with BWL lists and BWL options from order details page, has no access to Reports and Batch operations

merchant-finance

This employee has access to view some entities in the system, Dashboard and transaction details

merchant-finance-readonly

This employee can see only transaction details, Batch operations and Reports

merchant-vt-only

This employee has access only to Virtual terminal

merchant-vt-transaction

This employee has access only to Virtual terminal and transaction details

merchant-desc

This employee can see only Dashboard and transaction details

merchant-loyalty

This employee can see only BWL lists and transaction details

merchant-client-support

This employee can see only transaction details

merchant-transaction

This employee is almost identical to merchant-client-support

merchant-analyst

This employee is almost identical to merchant-transaction with access to Dashboard, can’t view Projects

Reseller

Main Reseller account has only access to see the traffic for the Projects linked to this Reseller.

Employee type

Description

reseller-support

This employee is the same as Reseller account, but not able to create Reseller employees

reseller-finance

This employee is the same as reseller-support, but not able to deal with rate plans

reseller-no-finance

This employee is the same as reseller-support, can create employees, but no access to banking information at all

reseller-desc

This employee is the same as reseller-support, has access to some actions with transactions and transaction markers, but no access to Integration panel

reseller-client-support

This employee is the same as reseller-support, can see uploaded documents on Order details page, but no access to the Dashboard and Adjustments

Ask the Solid Payments support manager to find the most suitable roles for specific cases or get a complete list of the roles functionality.

Manager

Main Manager account logically is same as Superior account, but doesn`t have access to other Managers.

Employee type

Description

manager-support

This employee is the same as Manager account, but not able to create Manager employees. Can reverse orders from orders page

manager-no-settings

Limited version of manager-support, without access to the configuration at all. Can reverse orders from orders page

manager-no-finance

This employee has access to the configuration, BWL lists, but without financial reports and actions that could be done with transactions

manager-limited-support

Extended version of manager-no-finance, because it has access to the processing limits page, to the rate plans and can work with BWL lists. Also can manage employees

manager-view

This employee is the same as Manager account, but not able to edit anything

manager-limited-view

Limited version of manager-no-settings, without access to the processors on Order details page, but with access to Gates. Can reverse orders from orders page

manager-finance

Limited version of manager-support, but cannot edit Merchant details and with very limited Tools page. Can reverse orders from orders page

manager-restricted

Limited version of manager-support, the minimum of entities

manager-transaction

This employee has access only to view transaction details

manager-transaction-readonly

Same as manager-transaction, but cannot download transaction reports from Orders page, decrypt customer data and see total turnover amount

manager-banking

This employee has access only to view transaction details, Dashboard and Transaction report

manager-report

This employee has access to view transaction details, Dashboard and Transaction report, BWL lists and Batch operations

manager-loyalty

This employee has access only to BWL lists (not from Order details page)

manager-loyalty-extended

This employee has access to view transaction details and to BWL lists

manager-sales

This employee has access to Dashboard, to view transaction details and all entities without Edit option

manager-reconciliation

This employee has no access to Batch operations, has access to Transaction reports, to view transaction details and all entities without Edit option

Dealer

Main Dealer account has only access to see the traffic for Gates and Processors linked to this Dealer.

Employee type

Description

dealer-support

This employee is the same as Dealer account, but not able to create Dealer employees

dealer-finance

This employee is a limited version of dealer-support with very few differences

dealer-finance-limited

This employee is a limited version of dealer-finance without access to a customer personal info (billing address, email and phone number) and transaction reports through the orders page

dealer-limited

This employee is a limited version of dealer-finance without access to a customer personal info (billing address, email and phone number) and gates

Superior

Main superior account is able to see and manage all Manager accounts that belong to current account, as well as all Merchant accounts that belong to the following Managers.

Employee type

Description

superior-support

This employee is the same as Superior account, but not able to create Superior employees. Can reverse orders from orders page

superior-limited-support

Limited version of superior-support, there is no access to reconciliation and balance pages, no Integration panel and Processing limits page. Can reverse orders from orders page

superior-client-support

This employee is able to see only transactions

superior-transaction

More extended type than superior-client-support, this employee is also able to download transaction report and view the details of some entities in the system (without Edit option)

superior-desc

More extended type than superior-transaction, this employee also has access to the Dashboard, actions which could be done with Orders, but doesn`t have access to entities from Order details page. Can reverse orders from orders page

superior-finance

This employee differs from Superior role by the following: no access to the Dashboard and configuration. Can reverse orders from orders page and has access to Adjustments

superior-no-finance

This employee has access to the configuration, BWL lists, but without financial reports and actions that could be done with transactions

superior-restricted

This employee has access to the configuration, BWL lists, processing limits page, rate plans. Also can manage employees

superior-risk

This employee doesn`t have access to the configuration, but has access to Dashboard, Order details and actions, Reports, Statements, BWL option. Can reverse orders from orders page

superior-sales

This employee has access to transactions and Virtual terminal

superior-view

The same as Superior account, but without Edit option

superior-vt-transaction

This employee has access to transactions, Virtual terminal and can view some entities