Payload dashboard users are assigned a permission category: Admin, Operator, Reporting Admin and Reporting User.
Please note the former "Reporter" role has been discontinued. If you have a user assigned as Reporter, their settings will not be changed. However, if an Administrator updates the role to any of the below, they cannot be reverted back to Reporter.
Here is an overview of access for each level. For the Custom role, please see Custom User Permissions.
Admin | Operator | Reporter Admin | Reporter User | Custom | |
Update user profile | Y | Y | Y | Y | Y |
Data reports and exports | Y | Y | Y | Y | Y |
View Payments, Deposits, Payouts, Invoices, Billing Schedules, and Customers | Y | Y | Y | Y | Y |
Subscribe themselves to email notifications | Y | Y | Y | Y | Y |
Manage description & custom attributes for Customers or Payments | Y | Y | Y | N | * |
Create, update or delete any records besides custom attributes | Y | Y | N | N | * |
Create Invoices and Billing Schedules | Y | Y | N | N | * |
Manage Customer payment methods and AutoPay settings | Y | Y | N | N | * |
Manage Customer email notifications | Y | Y | N | N | * |
Manage receipt timezone settings | Y | Y | N | N | * |
Void / Refund Payments | Y | Y | N | N | * |
Add or edit Processing Accounts | Y | Y | N | N | * |
Process Payment through dashboard virtual terminal | Y | Y | N | N | * |
Add other Users and manage their email notifications | Y | N | N | N | * |
View Payload billing statements | Y | N | N | N | * |
Send Payouts | Y | N | N | N | * |