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. These roles, and the 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
Now it is possible to create your own unique user role. Please follow the next steps to create any custom role for your users:
- Log into your Paydock Production or Sandbox account.
- Click on the dropdown menu from the left sidebar and go to My Company > Roles.
- Choose Create a new role from the Roles dropdown and enter a Role title:
- Press the Permissions button to set up permissions for a role.
- Click Save.
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 choose a default role from the dropdown on the 3rd step.
Deactivating or changing a user's permissions
You can easily change a user's role or remove access like so:
- Log into your Paydock Production or Sandbox account.
- Click on the dropdown menu from the left sidebar and go to My Company > Company Users.
- Click on Actions next to the account you wish to modify and then Edit or Deactivate. You may also stop 2 FA for a user by pressing the Pause 2FA button from the dropdown.
You can view the Role Permissions for each user and decide which access level is appropriate.