User roles – Centro de Apoio HiPay

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.
Transactions	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.
Technical configuration	Notifications	The user can manage the server-to-server notifications and default redirect pages.

Administrative manager

Scope	Privilege	Description
Account(s)	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.
Transactions	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.
Transactions	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.
Risk	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.
Technical configuration	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.
Transactions	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.
Technical configuration	Notifications	The user can manage the server-to-server notifications and default redirect pages.