User Role Permission

Roles Overview

Paydock provides five account permission levels, or roles, allowing you to allocate access to your account based on the user's needs and authority level. This allows you to restrict access to sensitive data and ensure your team has the right authority level to perform certain actions on your Paydock account. The roles and functions they have access to are:

Reporting
Admin
Customer Service
Manager
Custom Role

Type of Action	Admin	Manager	Customer Service	Reporting
Access Tokens	All
Analysis	All
Authentication	All	Get, Delete	Get, Delete	Get, Delete
Bulletins	All
Charges	All	Create, Refund, Capture	Refund	Search, Get
Charges Refund	All	Get-status	Get-status
Companies	All
Company Payment Sources	All
Company Counters	All
Customers	All	Modify, Search, Get	Modify, Search, Get	Search, Get
Customers payment sources	All	Search, Modify	Create
Customers Payment Destinations	All	Modify
Data	All
Echo	All
Files	All
Hosted Pages	All
Hosted Pages Templates	All
Hosted Pages Files	All
Notifications	All	Search, Get, Create
Notification Logs	All	Search, Get, Resend, Delete
Notification Templates	All	Search, Get, Modify, Create, Delete
Notification Template Variables	All	Get
Licenses	All	Create
License Transactions	All
Payment Sources External Checkout	All
Payment Sources Tokens	All
Payment Sources Vault	All	Create, Search, Delete, Get
Products	All
Remote action configs	All
Remote action configs token	All
Requests	All
Roles	All
Routes	All
Rules	All
Rule settings	All
Settings	All
Services (Gateways)	All	Search, Get, Create, Modify
Statistics	All
Subscriptions	All	Search, Create, Get
TFA	All	Sign-in, Accept, Create, Pause, Activate, Delete, Search	Sign-in, Accept, Create, Pause, Activate, Delete, Search	Sign-in, Accept, Create, Pause, Activate, Delete, Search
Transfers	All
Users	All	Self-get, Self-modify, Self-modify-email, Self-modify-password	Self-get, Self-modify, Self-modify-email, Self-modify-password	Self-get, Self-modify, Self-modify-email, Self-modify-password
Vault token	All	Update
Version	All
Webhook	All

Admin

This is a full access permission which has no restrictions on capabilities. This is normally reserved for the business owner or an administrator of your platform. The login used to create the account is granted admin permission by default.

Manager

Designed for finance and sales team members. The objective is to provide full control of transactions – but without admin permissions. This role includes the ability to create charges, subscriptions and notifications and also issue refunds.

Customer Service

Designed for your customer support team and provides the ability to edit existing customer information, view existing transactions and perform refunds.

Reporting

Designed for bookkeeper or sales staff and provides the ability to view payments and customer information as well as downloading reports.

Custom Roles

It is possible to create your own unique User role. Please follow these steps to create any custom role for your Users:

Log into your Paydock Production or Sandbox account.
Click on the drop-down menu from the left sidebar and go to Company Users > Roles.
Fill out the Role title and and press the Permissions button to set up permissions for a new user.
You will see the Company Permissions page. Here you will need to set up permissions at the Company account level. Once everything is set, please click on the Save button.
Once saved, please click on the Add New Role button.

Success! A new role can be assigned to a user. Please refer to these instructions.

Please note: You may also edit the default roles (Customer service, Manager, Reporting) while creating a new one. To do this, please click on Actions > Edit next to the default role and press the Permissions button. Once the permissions are updated, click on the Save button.