Manage a user's roles
What are user roles
Roles define what a user can see and do within your Organization's Merchant Portal.
| Administrator | Can access all parts of your organization's Merchant Portal |
| Customer Service | Can access the Orders page |
| Customer Service + refunds | Can access the Orders page + Can issue refunds |
| Accounting | Can access the Settlements page |
| Developer | Can access the developer's section containing your organization's Credentials |
How to change a user's role
1. Navigate to the user's profile page
From the Users page, click the 'View' button of the profile you would like to edit.
| Users Page (live) | https://portal.flexfactor.io/users |
| Users Page (Sandbox) | https://portal-sandbox.flexfactor.io/users |
2. Edit the user's role
Click the Edit button, and select the Role you want from the Role section.
Click 'Save' when you're done.
Updated 14 days ago
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