6.2. Employees

Create Employee Account

Creating new accounts to access the system is available for merchants in “Settings” – “Employees”.

The Employees tab contains a list of all employees accounts, established in the system for the merchant.

New employee account can be created with the Add User button. The following form must be filled:

Scope username should be clicked in order to open the drop-down menu and select main account of the Merchant:

Next, select one of available employee roles in the system:

After the personal account is created, an employee can immediately log in. Login and password are generated at the stage of creating a personal account (do not forget to save the password beforehand). If the password was not saved, it can be reset on employee details screen.

When employee logs in to the account for the first time, the system asks to change the temporary password to a permanent one:

Edit Employee Account

All created accounts are visible on the Employees page:

The employee account is enabled.

The employee account is disabled.

Click on the employee’s name to open the account details, which can be changed by clicking on the Edit button. All employee account parameters, besides scope user name and login, can be changed.

The reset button under the user’s login is used to reset the user’s password. The system will generate a new one-time password, which should be provided to the employee. The employee then will have to change the temporary password to the permanent one on the next login to the system.

The search string allows to quickly find the necessary employee by ID, name, login or email:

User Privileges

Here are all available roles for Merchant and Reseller. Ask the Payneteasy support manager to find the most suitable roles for specific cases or get a complete list of the roles functionality.

Merchant

Main Merchant account has access only to his traffic and not able to see other Merchants.

Employee type	Description
merchant-support	This employee is the same as Merchant account, but not able to create Merchant employees. Can reverse orders from orders page
merchant-support-readonly	This employee is limited version of merchant-support, no access to the configuration change. Can reverse orders from orders page
merchant-risk	This employee has access to transaction details and actions with them, view and operate with BWL lists and BWL options from order details page, Reports and Batch operations. Can reverse orders from orders page
merchant-risk-readonly	This employee has access to transaction details, view and operate with BWL lists and BWL options from order details page, has no access to Reports and Batch operations
merchant-finance	This employee has access to view some entities in the system, Dashboard and transaction details
merchant-finance-readonly	This employee can see only transaction details, Batch operations and Reports
merchant-vt-only	This employee has access only to Virtual terminal
merchant-vt-transaction	This employee has access only to Virtual terminal and transaction details
merchant-desc	This employee can see only Dashboard and transaction details
merchant-loyalty	This employee can see only BWL lists and transaction details
merchant-client-support	This employee can see only transaction details
merchant-transaction	This employee is almost identical to merchant-client-support
merchant-analyst	This employee is almost identical to merchant-transaction with access to Dashboard, can’t view Projects

Reseller

Main Reseller account has only access to see the traffic for the Projects linked to this Reseller.

Employee type	Description
reseller-support	This employee is the same as Reseller account, but not able to create Reseller employees
reseller-finance	This employee is the same as reseller-support, but not able to deal with rate plans
reseller-no-finance	This employee is the same as reseller-support, can create employees, but no access to banking information at all
reseller-desc	This employee is the same as reseller-support, has access to some actions with transactions and transaction markers, but no access to Integration panel
reseller-client-support	This employee is the same as reseller-support, can see uploaded documents on Order details page, but no access to the Dashboard and Adjustments