Product
Paya Connect
Description
These are the role permissions and notification preferences and setting role permissions will allow an admin to define a user's role within the system. Below is a list of the roles and preferences with their definitions.
Resolution
User Roles
|
User Preferences |
Account Vault Add – This allows a user to store a credit card or checking/savings account information. | Email All ACH Transactions – This notifies a user of all processed ACH transactions (a notification for each transaction throughout the day will be sent to the user via email). |
Account Vault Delete – This allows a user to delete stored credit card or checking/savings account information. | Email All Card Transactions – This notifies a user of all processed credit card transactions (a notification for each transaction throughout the day will be sent to the user via email). |
Account Vault Edit –This allows a user to edit stored credit card or checking/savings account information. | ach_return_notice – This notifies a user if an ACH transaction has been rejected. |
Account Vault View - This allows a user to view stored account information. | Nightly ACH Email – The ACH totals/summary report is sent to a user via email daily. |
ACH Refund – This allows a user to process an ACH refund or ACH credit. | nightly_cc_email – The credit card totals/summary report is sent to a user via email daily. |
ACH Sale – This allows a user to process an ACH debit. | Declined Recurring Payment Received – This notifies a user when a recurring transaction is declined. |
ACH Void – This allows a user to void an ACH debit or credit transaction. | Statement Payment Notification – This allows a user to send patient statements (BP Patient Management Software only). |
Billing Statements - This allows a user to view billing statements. | |
Client Admin – This is an administrative role with authorized access to view all user roles. | |
Contact Add - This allows a user to add a contact. | |
Contact View - This allows a user to view contacts. | |
Credit Card Auth Complete – This allows a user to complete/settle AuthOnly transactions (applies to lodge/hotel Merchants only). | |
Credit Card Auth Only – This is for AuthOnly transactions and they will not settle until you process an 'AuthComplete'. | |
Credit Card Force – This allows a user to process a credit card forced sale transaction with the obtained authorization code. | |
Credit Card Refund – This allows a user to refund a credit card sale transaction. | |
Credit Card Reporting – This allows a user to view and generate credit card reports. | |
Credit Card Sale – This allows a user to process a credit card sale transaction. | |
Credit Card Settle – This allows a user to settle a batch. | |
Credit Card Void – This allows a user to void a credit card sale transaction. | |
File Uploads – This allows a user to upload files. | |
Location Read-Only - This is read-only access for Location users. | |
Note Add – This allows a user to create new notes in a profile. | |
Note Delete – This allows a user to delete notes in a profile. | |
Note Edit – This allows a user to edit notes in a profile. | |
Note List – This allows users to view a list of all existing notes. | |
Recurring Add – This allows a user to create a recurring payment transaction. | |
Recurring Delete – This allows a user to delete a recurring payment transaction. | |
Recurring Edit – This allows a user to edit a recurring payment transaction. | |
Recurring List - This allows a user to view recurring billing transactions. | |
Reporting – This allows a user access to all reports. |
If you have questions or require additional information, please contact us, and we will be in touch with you shortly.