Documentation V3
  • Localpayment documentation V3
  • INTRODUCTION TO OUR SOLUTION
    • Intro to our Documentation
    • Intro to Payment Methods in Emerging Markets
    • Merchant Dashboard
      • Dashboard Navigation
      • Login
      • User Roles
      • Roles
      • Users
      • Whitelist your IPs
      • Whitelist your BINs
      • Setup your Webhooks
      • Reports
        • Balance
        • Projected Balance
        • Activity
        • Transaction Detail
        • FIDES Report
      • Virtual accounts
      • Refunds
        • Refund Bank Transfer
        • Refund Card Capture
        • Refund Cash
      • Chargeback
      • Internal Domestic Transfer
      • Internal Foreign Transfer
      • Currency Exchange
        • Create
      • Wire In
      • Wire Out
    • Intro to FX operations
    • Business definitions
      • Payins
      • Payouts
    • Onboarding & Integration
    • Postman Collection
  • ENVIRONMENTS
    • Environments
  • BEFORE A PAYMENT
    • Access Token
    • Validations
      • Document Validation
      • Bank Account Validation
      • Validate BIN
    • Holidays
    • Search Payment Method
    • Search Bank Codes
    • Cash Agents Geolocalization
    • Installments Plan Quote
    • Currency Exchange Quote
    • Billing Service
      • Create
        • Mexico
      • Check Billing status
      • Download Billing
  • REQUEST A PAYMENT
    • Payins
      • Bank Transfer
        • Direct debit
          • DEBIN (Argentina)
          • Transfiya (Colombia)
          • Wallet Fri (Guatemala)
        • Virtual Account
          • Mexico
            • Request Individual
            • Request Batch
            • Check Virtual account
            • Delete Virtual account
            • Enable or Disable Virtual Account
          • Brazil
            • Request Individual
            • Check Virtual account
            • Alias ​​configuration
          • Argentina
            • Request Individual
            • Request Batch
            • Check virtual account
            • Delete Virtual account
          • Refund Virtual Account
        • Online Reference Code Payments
          • Mexico
        • Refund Bank Transfer
        • Cancel
        • APMs
          • CODI (Mexico)
          • ETPAY (Chile)
          • Fintoc (Chile)
          • Boleto (Brazil)
          • PIX (Brazil)
            • Refund Pix
          • PSE (Colombia)
          • QR (Bolivia)
          • QR (Guatemala)
          • QR (Argentina)
          • QR (Perú)
      • Cash
        • Cash
          • APMs
            • Boleto (Brazil)
        • Cancel
        • Refund Cash
      • Debit Card
        • Capture
        • Refund Capture
      • Credit Card
        • Capture
        • Create Authorization
        • Capture Authorization
        • Cancel Authorization
        • Refund Capture
        • Installments
        • Save Cards
          • Save Card
          • Get Card
          • Delete Card
        • 3D-Secure
        • Validate card
        • Chargebacks
          • Notification
          • Send documentation
          • Close Chargeback
    • Payin Subscriptions
      • Create a subscription
      • Update subscription
      • Cancel
    • Payin Subscriptions Plan
      • Create subscription plan
      • Update subscription plan
      • Get subscription plan
    • Payouts
      • Search available banks
      • Create
        • Argentina
        • Bolivia
        • Brazil
        • Chile
        • Colombia
          • Colombia ACH
          • Colombia Transfiya
        • Costa Rica
        • Dominic Republic
        • Guatemala
        • Honduras
        • Mexico
        • Panama
        • Peru
        • Kenya
      • Manual Upload
        • Create Batch Upload
        • Batch Pending Authorization
        • Cancel Batch Pending Authorization
        • Batch Activity
      • Proof of Payment (POP)
      • Cancel
      • Commit payout
      • Attach documents
      • Ripplenet getway
    • Payouts Double Signature
      • Authorize
    • Checkout
      • Webcheckout
        • Credit Card
        • Debit Card
        • Cash
        • Bank Transfer
      • Link Payment
      • Frequent Items
      • Iframe
      • Smart Checkout/ iframe
      • Virtual Pos
      • Plugins
        • Magento
        • Shopify
        • Google Pay
        • WooCommerce
  • AFTER A PAYMENT
    • Check Status
    • Check Payment
    • Check Payment list
    • Check Subscription
    • Account Balance
      • Balance Reconciliation
      • Current Balance Amount
    • Withholding Certificates
    • Proof of Payment
    • RFI - Documentation
  • SETTLEMENT & EXCHANGE
    • Wire In
    • Wire Out
    • Currency Exchange Bulk
      • Quote
      • Bulk
      • Currency exchange - Front end
    • Internal Transfers
      • Internal Domestic Transfer
      • Internal Foreign Transfer
  • NOTIFICATIONS
    • Callbacks - Webhooks
      • Configurations
      • Payins
        • Payin Bank Transfer
        • PSE Colombia
        • Payin Virtual Account
        • Payin Cash
        • Payin Credit Card
        • Payin Debit Card
      • Payouts
    • SFTP- Email Reports
  • API REFERENCE GUIDE
    • Validation Error Codes
    • Transaction Type & Status
      • Payin
      • Subscriptions
      • Payout
      • Chargeback
      • Credit
      • Currency Exchange
      • Debit
      • Expenses
      • Internal Transfer
      • Recall
      • Refund
      • Return
      • Recurring Fee
      • Wire in
      • Wire out
    • Payout Methods + SLA
      • Latam
    • Payin Methods + SLA
      • Argentina
      • Bolivia
      • Brazil
      • Chile
      • Colombia
      • Dominican Republic
      • Guatemala
      • Mexico
      • Panama
      • Peru
    • Currency Codes
      • Latam
    • Country Codes
      • Latam
    • Bank codes
      • Latam
        • Argentina
        • Bolivia
        • Brazil
        • Chile
        • Colombia
        • Costa Rica
        • Dominican Republic
        • Guatemala
        • Honduras
        • Mexico
        • Panamá
        • Peru
    • Bank account validations
      • Latam
        • Argentina
        • Bolivia
        • Brazil
        • Chile
        • Colombia
        • Costa Rica
        • Dominican Republic
        • Guatemala
        • Mexico
        • Panama
        • Peru
    • Document Validations
      • Argentina
      • Bolivia
      • Brazil
      • Chile
      • Colombia
      • Costa Rica
      • Dominican Republic
      • El Salvador
      • Guatemala
      • Honduras
      • Mexico
      • Panama
      • Peru
    • Concept Codes
  • FLOWS AND CHARACTERISTICS
    • Account Currencies
    • Involved Parties
    • Payin Status Flow
      • Payins
        • Payin Status Flow - Card
        • Payin Status Flow - Bank
        • Payin Status Flow -Cash
      • Refund - Card
      • Refund - Cash & Bank
      • Chargeback
    • Payout Status Flow
      • Payout - Bank
      • Return
      • Recall
    • Payin Subscription Flow
      • Payins Subscription Status Flow - Card
    • Virtual Account Status Flow
    • Settlement Status Flow
      • Wire In
      • Wire Out
    • Payin Methods Flow
      • Argentina
      • Bolivia
      • Brazil
      • Chile
      • Colombia
      • Dominican Republic
      • Guatemala
      • Honduras
      • Mexico
      • Panama
      • Peru
  • HOLIDAYS
    • 2021
    • 2022
    • 2023
    • 2024
    • 2025
  • COMPLIANCE
    • Values
    • Prohibited Countries
    • Prohibited Business
    • Compliance Program Docs
    • Licenses
    • Terms & Conditions
  • GLOSSARY
    • Payments Explained
    • FAQ
  • PLUGINS
    • Magento
    • Shopify
    • Google Pay
    • WooCommerce
    • Ripplenet
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  1. INTRODUCTION TO OUR SOLUTION
  2. Merchant Dashboard

Roles

You can establish personalized user roles to suit your merchant's needs.

PreviousUser RolesNextUsers

Last updated 21 days ago

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This guide will walk you through the steps to create new roles in your Panel.

Prerequisites

  • Access to the Localpayment Dashboard with a on this section.

Steps to create a new Role

  1. Log in to the LocalPayment Panel.

  2. Navigate to the Configurations module.

  3. Click on Clients section.

  4. Click on the Edit option.

  5. In the header menu, select Roles, make sure that you are in the Custom tab.

  6. Click on ADD ROLE.

Info

The Type field will always be set to External and be disabled.

  1. Enter the Name you wish to assign to the role. This field is required, and the name should be unique.

  2. Add a Description of the new role; this field is required.

  3. Select the permissions of the role. It is required to select at least one permission; while assigning them, you can hover your cursor over each permission to obtain additional information.

  4. Save the Changes. The role will now be available to be assigned to your users.

Additional Tips

  • If you no longer need a role, you can remove it from the list by selecting it and clicking Delete icon. Before eliminating a role, verify that it is not related with any users.

user with permission