User roles determine what users can do in HiPay Console (e.g.: look up transactions, configure risk settings or download financial reports). Each user has a unique role for all the associated HiPay accounts.
Upon signing up with HiPay, you are assigned an Administrator role with the most common privileges. As an administrator, you can then create new user accounts for other members of your company.
Administrator
Scope | Privilege | Description |
Transactions | Transactional details | The user can refund, cancel or capture a payment from the Transaction details page. |
Disputes | The user can manage disputes (including chargebacks) and upload supporting documents. | |
Finance | Financial report and invoicing | The user can view and export financial operations, settlement information and invoices. |
Account(s) |
Account details | The user can view and export all the information for all the associated HiPay accounts. |
Payment methods | The user can request the addition of a new payment method for all the associated HiPay accounts. | |
KYC form | The user can edit the form and upload the legal documents of the KYC process. | |
Risk |
Transactional fraud |
The user can add a given customer to a risk category. |
Challenged transactions | The user can accept or deny a challenged transaction. | |
Sentinel | The user can manage the profile rules and related list. | |
Payment experience |
E-Terminal | The user can access the E-Terminal module, create and email links to Hosted Payment pages to your customers. |
Email communications | The user can view and manage the preferences regarding email communications. These settings are applied to the transactions and the E-Terminal. | |
Payment procedure | The user can manage the payment procedure settings, such as the maximum number of payment attempts or the last day of acceptance of the cards. | |
User management | Users | The user can create, modify and deactivate user accounts. |
Technical configuration |
Security settings | The user can manage the API credentials, secret passphrase and IP restriction. |
Notifications |
The user can manage the server-to-server notifications and default redirect pages. |
Administrative manager
Scope | Privilege | Description |
|
KYC form | The user can edit the form and upload the legal documents of the KYC process. |
Fraud analyst
Scope | Privilege | Description |
Transactions | Transactional details | The user can refund, cancel or capture a payment from the Transaction details page. |
Disputes | The user can manage disputes (including chargebacks) and upload supporting documents. | |
Finance | Financial report and invoicing | The user can view and export financial operations, settlement information and invoices. |
Account(s) |
Account details | The user can view and export all the information for all the associated HiPay accounts. |
Risk |
Transactional fraud | The user can add a given customer to a risk category. |
Challenged transactions | The user can accept or deny a challenged transaction. | |
Sentinel | The user can manage the profile rules and related list. |
Customer service team
Scope | Privilege | Description |
Transactions | Transactional details | The user can refund, cancel or capture a payment from the Transaction details page. |
Disputes | The user can manage disputes (including chargebacks) and upload supporting documents. | |
Risk |
Transactional fraud | The user can add a given customer to a risk category. |
Transactions – Read-only user
Scope | Privilege | Description |
Transactions |
Transactional details | The user can view, search and export the list of transactions, and access the Transaction details page. |
E-Terminal team
Scope | Privilege | Description |
Transactions |
Transactional details | The user can refund, cancel or capture a payment from the Transaction details page. |
Finance team
Scope | Privilege | Description |
Finance | Financial report and invoicing | The user can view and export financial operations, settlement information and invoices. |
Account(s) |
Account details | The user can view and export all the information for all the associated HiPay accounts. |
Risk |
Challenged transactions | The user can accept or deny a challenged transaction. |
Technical team
Scope | Privilege | Description |
Transactions | Transactional details | The user can refund, cancel or capture a payment from the Transaction details page. |
Account(s) |
Account details | The user can view and export all the information for all the associated HiPay accounts. |
Risk |
Transactional fraud | The user can add a given customer to a risk category. |
Challenged transactions | The user can accept or deny a challenged transaction. | |
Payment experience |
Email communications | The user can view and manage the preferences regarding email communications. These settings are applied to the transactions and the E-Terminal. |
Hosted Page customization | The user can manage the themes and the design of your Hosted Page. | |
Payment procedure | The user can manage the payment procedure settings, such as the maximum number of payment attempts or the last day of acceptance of the cards. | |
Technical configuration |
Security settings | The user can manage the API credentials, secret passphrase and IP restriction. |
Notifications | The user can manage the server-to-server notifications and default redirect pages. |
Administrator without refunds
Scope | Privilege | Description |
Transactions | Transactional details | The user can view, search and export the list of transactions, and access the Transaction details page. |
Disputes | The user can manage disputes (including chargebacks) and upload supporting documents. | |
Finance | Financial report and invoicing | The user can view and export financial operations, settlement information and invoices. |
Account(s) |
Account details | The user can manage and activate a HiPay account. This action will start the invoicing process. |
Payment methods | The user can request the addition of a new payment method for all the associated HiPay accounts. | |
KYC form | The user can edit the form and upload the legal documents of the KYC process. | |
Risk |
Transactional fraud | The user can add a given customer to a risk category. |
Challenged transactions | The user can accept or deny a challenged transaction. | |
Sentinel | The user can manage the profile rules and related list. | |
Payment experience |
E-Terminal | The user can access the E-Terminal module, create and email links to Hosted Payment pages to your customers. |
Email communications | The user can view and manage the preferences regarding email communications. These settings are applied to the transactions and the E-Terminal. | |
Payment procedure | The user can manage the payment procedure settings, such as the maximum number of payment attempts or the last day of acceptance of the cards. | |
User management | Users | The user can create, modify and deactivate user accounts. |
Technical configuration |
Security settings | The user can manage the API credentials, secret passphrase and IP restriction. |
Notifications | The user can manage the server-to-server notifications and default redirect pages. |
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