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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