Manage Permissions
Portfolio administrators can set permissions for new or existing
Business Center
user roles for Unified Checkout
. Administrators retain full read and write
permissions. They enable you to regulate access to specific pages and specify who can
access, view, or amend digital products within Unified Checkout
.Portfolio administrators must apply the appropriate user role permission for any existing
or newly created
Business Center
user roles for Unified Checkout
.
For information on managing permissions as a portfolio administrator, see Managing Permissions as a Portfolio Administrator.If you are a transacting merchant, you might find that your permissions are restricted.
If your permissions are restricted, a message appears indicating that you do not have
access, or buttons might appear gray. To make changes to your digital products within
Unified Checkout
that have restricted permissions, contact your
portfolio administrator's customer support representative. For more information, see
Managing Permissions as a Direct Merchant.Managing Permissions as a Direct Merchant
Follow these steps to configure and manage user permissions in the
Business Center
for Unified Checkout
as a direct merchant:- On the left navigation panel, navigate toAccount Management.
- ClickRolesto display a list of your user roles.
- Click the pencil icon next to the user role that you want to update.
- ClickPayment Configuration Permission.
- Select the relevant permission for the specific user role you are editing. You can select from theseUnified Checkoutpermissions:
- Unified Checkout View
- Unified Checkout Manage
IMPORTANTIf you are a transacting merchant without view permissions,Unified Checkoutwill still appear on the navigation bar, however, ano accessmessage appears when you accessUnified Checkout.If you are a transacting merchant with view permissions but not management permissions, you can access theUnified Checkoutscreens and view the different payment methods configurations, however, you cannot edit or enroll new products.
Managing Permissions as a Portfolio Administrator
Follow these steps to configure and manage user permissions in the
Business Center
for Unified Checkout
as a portfolio administrator:- On the left navigation panel, navigate toAccount Management.
- ClickRolesto see a list of your user roles.
- Click the pencil icon next to the user role that you want to update.
- ClickPayment Configuration Permission.
- Select the relevant permission for the specific user role you are editing. You can choose from theseUnified Checkoutpermissions:
- Unified Checkout View
- Unified Checkout Manage
- Unified Checkout Portfolio View (available for portfolio users only)
- Unified Checkout Portfolio Manage (available for portfolio users only)
IMPORTANTIf all permissions are left unselected, the user has restricted permission. Ano accessmessage appears when the user tries to access theUnified Checkoutdigital product enablement pages. The user is advised to contact a customer representative.If a portfolio user has view permissions and does not have a management role, they can access theUnified Checkoutpages, but they cannot modify toggles for different digital payments.