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.

  • View and edit Configurations> Clients.

  • View Dashboard> Clients.

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

  • 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

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.

  • 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

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.

  • 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

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.

  • View Dashboard> Clients.

  • View and execute Payins> Chargebacks.

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

  • 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

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.

  • 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

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.

  • 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

Permissions: Has access to activity and subscriptions reports.

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

Details:

  • View Reports> Clients activity and 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.

  • View Dashboard> Clients.

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

  • 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.

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