Your platform settings
Choose what each user can see and do.
Set permissions for staff, partners, sellers and merchants. Control access to records and approval rights for sensitive actions as your teams grow.
What it handles
Apply role-based permissions, scoped access and approval controls across teams and external users.
Platform capability
What Identity & access covers
Apply role-based permissions, scoped access and approval controls across teams and external users.
01
Role and permission-set management
02
Tenant, partner and record-level scope
03
Approval rights for sensitive actions
04
Access review and administrative history
Workflow notes
Identity & access in practice
A salesperson, an operations reviewer and an external partner need different access to the same application or account. Roles should reflect the task each person performs.
What to prepare
Prepare a role matrix with allowed actions, restricted records, approvers and account-management responsibilities.
Review the workflow
- Test each role against the work it must complete.
- Test actions and records that the same role must not access.
- Agree how access changes when a person joins, changes role or leaves.
Is hiding a menu enough to restrict access?
No. Review the underlying permission controls as well as the interface. An acceptance plan should include attempts to access restricted actions directly, not only checks of which menu items are visible.
Related tools for your team
- Merchant portal — Provide a branded self-service experience for applications, documents, statements, support and account activity.
- API & webhooks — Exchange data and events with acquirers, providers, customer systems and internal services.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Build roles around the records and actions people need for their jobs, then test both permitted and prohibited actions.
Continue through Platform
Related capabilities
Show us your brands and team structure.
We will walk through brand settings, user roles and approval rights, then show how to configure the platform for your organisation.