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:

  1. Reporting
  2. Admin
  3. Customer Service
  4. Manager
  5. 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:

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown menu from the left sidebar and go to My Company > Roles.
  3. Choose Create a new role from the Roles dropdown and enter a Role title:
  4. Press the Permissions button to set up permissions for a role.
  5. 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:

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown menu from the left sidebar and go to My Company > Company Users.
  3. 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.

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