User Roles

Allow team members limited access to your Localpayment account.

Info

You can also create your own user roles in the Configuration section.

ACCOUNT MANAGER

✔️ Can set up the merchant account and has access to the reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View and edit Configurations> Clients.

• View Dashboard> Clients.

• View Reports> Clients activity, balance, fides, and subscriptions.

ADMIN

✔️ Can create and authorize (if applicable) payouts, payins, refunds, chargebacks, virtual accounts, currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

Details:

• Enabled API.

• View Balance.

• View and edit Configurations> Clients.

• View Configurations> Masters (banks, concept codes, countries, currencies, document type, and holidays).

• View Dashboard> Clients.

• View and execute Payins> Chargebacks.

• View Payins> Checkout (appearance, iframe, items, link payment, and web checkout).

• View, create, and authorize Payins.

• View, create, and authorize Payins> Refunds.

• View and create Payins> Virtual Accounts.

• View, create, and authorize Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Currency exchange.

• View and create Settlement & Exchange> Internal transfer.

• View and create Settlement & Exchange> Wire in and Wire out.

AUTHORIZER LEVEL 1

✔️ Can authorize payouts, refunds, and settlements; create currency exchanges and internal transfers; and has access to reports, balance, and the dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View and authorize Payins> Refunds.

• View and authorize Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Currency exchange.

• View and create Settlement & Exchange> Internal transfer.

• Edit Settlement & Exchange> Wire in and Wire out.

AUTHORIZER LEVEL 2

✔️ Can authorize payouts, refunds, and settlements; create internal transfers; and has access to reports, balance, and the dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View and authorize Payins> Refunds.

• View and authorize Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Internal transfer.

• Edit Settlement & Exchange> Wire in and Wire out.

OPERATIONS CHARGEBACK LEVEL 1

✔️ Can create chargebacks and has access to reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View and execute Payins> Chargebacks.

• View Reports> Clients activity, balance, fides, and subscriptions.

OPERATIONS CHARGEBACK LEVEL 2

✔️ Can create chargebacks and has access to reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View and execute Payins> Chargebacks.

• View and create Payins> Refunds.

• View and create Payins> Virtual Accounts.

• View and create Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Currency exchange.

• View and create Settlement & Exchange> Internal transfer.

• View and create Settlement & Exchange> Wire in and Wire out.

OPERATIONS LEVEL 1

✔️ Can create payouts, payins, refunds, and settlement; as well has access to reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View and create Payins.

• View and create Payins> Refunds.

• View and create Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Wire in and Wire out.

OPERATIONS LEVEL 2

✔️ Can create payouts, payins, refunds, chargebacks, virtual accounts, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

Details:

• Enabled API.

• View Balance.

• View Dashboard> Clients.

• View and execute Payins> Chargebacks.

• View and create Payins.

• View and create Payins> Refunds.

• View and create Payins> Virtual Accounts.

• View and create Payouts.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Internal transfer.

• View and create Settlement & Exchange> Wire in and Wire out.

RECONCILIATION LEVEL 1

✔️ Has access to activity and subscriptions reports.

❌ This user is unable to use the Localpayment API.

Details:

• View Reports> Clients activity and subscriptions.

RECONCILIATION LEVEL 2

✔️ Has access to reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View Reports> Clients activity, balance, fides, and subscriptions.

TREASURY

✔️ Can create currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

❌ This user is unable to use the Localpayment API.

Details:

• View Balance.

• View Dashboard> Clients.

• View Reports> Clients activity, balance, fides, and subscriptions.

• View and create Settlement & Exchange> Currency exchange.

• View and create Settlement & Exchange> Internal transfer.

• View and create Settlement & Exchange> Wire in and Wire out.