Connected Payments Roles Overview
Understand the different user roles available in Connected Payments, including dashboard roles for platform access and product roles for payment services.
Connected Payments uses role-based access control to manage user permissions. Users can be assigned multiple roles, and permissions are cumulative.
Role Categories
- Dashboard Roles
- Product Roles
Dashboard roles control access to features within the Connected Payments dashboard.
Admin Manager
Manage users, assign roles, and oversee account administration with full user management capabilities.
Reporting User
Access transaction reports, generate reconciliation data, and download transaction history for financial analysis.
Payment User
Process customer payments, handle refunds, and manage transactions through the Virtual Terminal interface.
Token User
Create and manage payment tokens, store customer payment methods securely, and process token-based transactions.
Product roles provide access to Connected Payments services for processing transactions.
iFrame
Embed secure payment forms directly into your website with customisable hosted payment pages.
API
Integrate payments programmatically into your applications with server-to-server RESTful API access.
Batch
Process multiple transactions in bulk via SFTP for automated recurring payments and high-volume processing.
Role Assignment
- Roles are assigned by Admin Manager users
- Users can have multiple roles simultaneously
- Permissions are cumulative
Role Types
- Dashboard Roles - Control access to dashboard features
- Product Roles - Control access to payment services
Contact your Connected Payments representative to discuss which roles are best for your business requirements.