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Different access levels in the business portal

The business portal has three user roles with different permissions. By assigning different roles and permissions to users, businesses can ensure that employees have access to the tools and information they need to get things done – while keeping sensitive data and settings in the right hands.

Administrator

The administrator can make changes related to the company, including ordering new products, managing other users, and assigning roles and access. By default, administrators view all transactions and transfers across all created sales units. They also serve as the primary contacts for the company.

Sales unit manager

The sales unit manager can edit the details of all sales units they have access to. Permissions include editing logo, names, location, settlement report and settlement frequency.

Assistant

The assistant can view information about the sales locations they are linked to by the administrator. They are allowed to view transactions and download reports, but cannot change the settings for sales units.

Additional permissions

In addition to the three roles, the administrator can grant a manager or assistant extra permission such as:

  • Transaction management: The user can cancel transactions, send payment requests from a MobilePay number, capture payments and make refunds.
  • Access and manage API settings: Users with this permission can retrieve API keys and set up MobilePay Log in on websites that are used for online payments.
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