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

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Configurations:

    • View and edit Clients

      • View and edit Users

    • View Masters

      • View Countries

      • View Currencies

      • View Banks

      • View Concept Codes

      • View Holidays

      • View Document Types

  • Dashboard:

    • View Clients.

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions.

ADMIN

Permissions: 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.

  • Configurations:

    • View and edit Clients

      • View and edit Users

      • Management

        • View Information

        • View Account Settings

        • View and edit Banking

        • View and edit Contacts

        • View and edit Roles

        • View and edit Users

        • View and edit Ip Whitelist

        • View Merchants

        • View and edit Notifications

        • View Agreements

        • View and edit BINS

    • View Masters

      • View Countries

      • View Currencies

      • View Banks

      • View Concept Codes

      • View Holidays

      • View Document Types

  • Dashboard:

    • View Clients.

  • Payins

    • View, create, and authorize Manual Payins

    • View and create Virtual Accounts

    • View and execute Chargebacks

    • View, create, and authorize Refunds

      • View Proof of Payment (POP)

    • Checkout

      • View Web Checkout and execute Template

      • View Link Payment

      • View Items

      • View Iframe

      • View appearance

  • Payouts

    • View, create, and authorize Manual Payouts

    • View Proof of Payment (POP)

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange

    • View, create, and edit Internal transfer

    • View and create Currency exchange

    • View, create, and edit Wire in

    • View, create, and edit Wire out

API USER

Permissions: Has full access to the Localpayment APIs.

Restriction: This user is unable to use the Localpayment Panel.

Details:

  • Enabled API.

AUTHORIZER LEVEL 1

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Payins

    • View and authorize Refunds

      • View Proof of Payment (POP)

  • Payouts

    • View and authorize Manual Payouts

    • View Proof of Payment (POP)

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange

    • View, create, and edit Internal transfer

    • View and create Currency exchange

    • View and edit Wire in

    • View and edit Wire out

AUTHORIZER LEVEL 2

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Payins

    • View and authorize Refunds

      • View Proof of Payment (POP)

  • Payouts

    • View and authorize Manual Payouts

    • View Proof of Payment (POP)

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange

    • View and create Internal transfer

    • View and edit Wire in

    • View and edit Wire out

OPERATIONS CHARGEBACK LEVEL 1

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Payins

    • View and execute Chargebacks

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

OPERATIONS CHARGEBACK LEVEL 2

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Payins

    • View and execute Chargebacks

    • View and create Refunds

      • View Proof of Payment (POP)

  • Payouts

    • View and create Manual Payouts

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange

    • View and create Internal transfer

    • View and create Currency exchange

    • View and create Wire out

OPERATIONS LEVEL 1

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Payins

    • View and create Refunds

  • Payouts

    • View and create Manual Payouts

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange

    • View and create Wire out

OPERATIONS LEVEL 2

Permissions: 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.

  • Dashboard:

    • View Clients.

  • Payins:

    • View and create Virtual Accounts

    • View and execute Chargebacks

    • View and create Refunds

      • View Proof of Payment (POP)

  • Payouts:

    • View and create Manual Payouts

    • View Proof of Payment (POP)

  • Reports:

    • Clients:

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange:

    • View and create Internal transfer

    • View and create Wire in

    • View and create Wire out

RECONCILIATION LEVEL 1

Permissions: Has access to activity and subscriptions reports.

Restriction: This user is unable to use the Localpayment API.

Details:

  • Reports:

    • Clients

      • View Activity

      • View Subscriptions

RECONCILIATION LEVEL 2

Permissions: Has access to reports, balance, and dashboard.

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance

  • Dashboard:

    • View Clients.

  • Payins:

    • Refunds

      • View Proof of Payment (POP)

  • Payouts:

    • View Proof of Payment (POP)

  • Reports:

    • Clients

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

TREASURY

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

Restriction: This user is unable to use the Localpayment API.

Details:

  • View Balance.

  • Dashboard:

    • View Clients.

  • Reports:

    • Clients:

      • View Activity

      • View Balance

      • View Fides

      • View Subscriptions

  • Settlement & Exchange:

    • View and create Internal transfer

    • View and create Currency exchange

    • View and create Wire out

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