Set up users and roles

Overview

Your admin account has both Merchant Admin and Merchant Supervisor access, which provides access to all features of the OnlinePay dashboard. You can create additional user accounts and assign roles to them when you log in using this account.

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Important

You, the merchant, are responsible for the administration and establishment of user accounts and their appropriate access levels. You can set up as many user accounts as required. Users can have multiple roles. User accounts are established using an email address, which must be unique.

Merchant users

Merchant users are associated with an email address, a user ID, and can have one or more roles assigned to them. The user ID is unique to the user and is used to authenticate requests to the OnlinePay API.

Users can be associated with either the Merchant Company, and have access to all Merchant Sites (MIDs) associated with the Merchant Company, or they can be associated with a specific Merchant Site and have access to that site only.

See Create and manage users for more information about creating and managing users in the OnlinePay dashboard.

Set up roles

Users can have one or more roles assigned to them. The roles determine the level of access and permissions that the user has in the OnlinePay dashboard. All Merchant Companies in OnlinePay are created with at least one Merchant Admin user. This user can create and manage other users in the dashboard.

See Merchant roles and permissions for more information about the different types of roles available in OnlinePay and their associated permissions.