Users management
Merchant users' management
In Operate for Merchants, we have different user roles:
- Admin
- Operator
- Sales App Manager
- Viewer
- Call Center Operator
Admins - can see and manage all the different views, including post-sale actions on charges, and invite and manage the users' section.
Operator - can see and manage all the different views, including post-sale actions on charges BUT can not access the users' section.
Sales App Manager - In case the merchant operates in an In-Store channel, this role is used to set up access to sales reps who are using our sales app product.
Sales app managers won't have access to Operate.
Viewer - can see all the data in the different modules, in read-only mode. Viewers can't modify entities, or take actions like post-sale, export, etc. In addition, viewers can't manage users.
Users List
The merchant users section provides a list of all existing users for this specific merchant.
Table fields:
- Updated: last update timestamp
- First name: first name of the user
- Last name: last name of the user
- Email: the user's email address
- Username: Username that provides access to Operate
- Roles: Admin, Operator, Viewer
Admins, can invite new users and grant access to Operate.
Updated 28 days ago