Users Management

Merchant User Management

In Operate for Merchants, we have different user roles:

• Admin
• Operator
• Sales App Manager
• Regional Sales 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.

Regional Sales Manager - For merchants that operate in an In-Store setup, a user can be assigned to multiple locations. By using the Regional Sales Manager - the sales rep can access different stores and locations through the Sales App.

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.