Creating Roles

Follow these steps to create a new user role:
  2. Account Management
     >
    Roles
    . The Terminal Settings Page appears.
  3. Click
    Add a New User Role
    .
  4. Enter the role name and description.
  5. Under eCheck Permissions, review and add any of these permissions:

    ADDITIONAL INFORMATION

    eCheck Status View
    Gives view permission for eCheck status field.
    eCheck Settings View + Template View + Merchant Boarding View
    Gives view permission for these fields:
    • eCheck Descriptor
    • Apply hold on all funding
    • Allow credits
    • Allowed eCheck transaction types
    • Number of days before funding
    • Settlement Account Balance
    • Estimated Total Monthly Sales
    • Average Order Amount
    • Actual Transaction Volume (current month, as of today)
    • Largest Expected Order Amount
    • Name on Bank Account
    • Account Type
    • Routing Number
    • Account Number (last four digits)
    • Reserve Account Balance (fixed $ amount)
    • Reserve Method
    • Reserve Rate (% of TPV)
    • Reserve Holding Days (number of days)
    • Reserve Target (fixed $ amount)
    eCheck Business Address Information View + Merchant Boarding View
    Gives view permission for these fields:
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    eCheck Business Address Information Management + Merchant Boarding Manage
    Gives view and edit permissions for these fields:
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    eCheck Business Process Information View + SPS Application View
    Gives view permission for these fields:
    • When is the Customer Charged?
    • Describe when the Customer is Charged (conditional display)
    • Do you Offer Subscriptions
    • Subscription monthly percentage
    • Subscription quarterly percentage
    • Subscription semiannual percentage
    • Subscription annual percentage
    • Timeframe to Product Delivery
    eCheck Business Identifying Details View + Merchant Boarding View
    Gives view permission for these fields:
    • Legal Business Name
    • Doing Business As
    • Business Type
    • Business Start Date
    • Website URL
    • Merchant Category Code (MCC)
    • Business Description
    • Phone
    eCheck Business Identifying Details Management + Merchant Boarding Manage
    Gives view and edit permissions for these fields:
    • Doing Business As
    • Business Description
    • Phone
    eCheck Owner Information View + SPS Application View
    Gives View permission for these fields:
    • First Name
    • Last Name
    • Email Address
    • Mobile
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    • Job Title
    eCheck Statements View
    Gives view permission for the settlement and reserve account statements.