User permissions
Applications
By assigning applications, admins can effectively control access to specific areas of the Dashboard, ensuring that users only see and interact with the applications relevant to their roles. This not only creates a more personalised and efficient user experience but also enhances security by limiting access to sensitive information. With this granular control, you can reduce the risk of unauthorised access and ensure that users only have visibility over the applications and data they are authorised to handle.
Admin access gives extra permissions, including access to sensitive data. Give it only to people who need it. Only PPRO can create admin users.
InformationSome sections of the Dashboard may not be accessible based on your account profile and current configuration.
| Application | Description |
|---|---|
| Payment charges | A real-time feed of payments and agreements. View details and perform actions such as processing refunds and voiding transactions. |
| Payment insights | Analyse payment success rates, transaction volume, and performance trends. |
| Disputes | View and respond to disputes to submit evidence and prevent chargebacks. |
| Chargebacks | View chargebacks and details. |
| Receivables | View and manage BRL receivable units by scheme, available to customers domiciled in Brazil. |
| User management | Create and manage Dashboard users, including assigning roles and defining application access. |
| Merchant management | Onboard and manage merchants, as well as enable payment methods. This feature is available to payment service providers. |
| Audit log | See who made changes to users and when. |
| Customer information request | Complete and submit onboarding forms for your business. Once a form's submitted, we hide personal data in the app. Viewers can't see this app. |
Role
Each user is also assigned a role that defines their capabilities within the Dashboard. Only the absolutely necessary access should be configured for a user to follow the principle of least privilege.
- Viewer: Can view data in the applications the user has access to, but cannot make changes.
- Editor: Can view data and make changes in the applications the user has access to.
- Admin: Full access, including creating and managing users and their access. Only give this role to people who need this access.
The table below outlines the specific actions each role can perform if they are granted access to that area of the Dashboard.
| Application | Admin | Editor | Viewer |
|---|---|---|---|
| Chargebacks View chargebacks | Yes | Yes | Yes |
| Customer Information Request View form Edit and submit form | Yes Yes | Yes Yes | No No |
| Disputes View disputes Dispute actions (accept, challenge, message) | Yes Yes | Yes Yes | Yes No |
| Merchant management View merchants Onboard and manage merchants | Yes Yes | Yes Yes | Yes No |
| Payment charges View payments Payment actions (refund, capture, void) | Yes Yes | Yes Yes | Yes No |
| Payment insights View insights | Yes | Yes | Yes |
| Receivables View receivables | Yes | Yes | Yes |
| User management View users Create and manage users | Yes Yes | Yes No | Yes No |
How to check your role
- Click on the User menu in the bottom right corner, it has your initials, and select Profile. This opens the User Profile page.
- View your assigned Role in the summary.
Updated 15 days ago