User Preference and Role Definitions
User Preference Definitions
Preferences determine which system-generated reports users will receive.
| User Preference | Definition |
|---|---|
| Email All ACH Transactions |
If Selected: The user will be notified of all processed ACH transactions |
| Email All Card Transactions | If Selected: The user will be notified of all processed credit card transactions Frequency: An email notification for each transaction will be sent to the user throughout the day. |
| ach_return_notice | If Selected: The user will be notified if an ACH transaction is rejected |
| nightly ach email | If Selected: A daily email with the ACH Totals/Summary report will be sent to the user Note: This report will not be sent if no ACH transactions were run the previous day |
| nightly_cc_email |
If Selected: A daily email with the Credit Card Totals/Summary report will be sent to the user |
| Declined Recurring Payment Received | If Selected: The user will be notified when a recurring transaction is declined Frequency: An email notification for each declined recurring transaction will be sent to the user throughout the day. |
| Statement Payment Notification | If Selected: A daily email with the Statement Payment Notification report will be sent to the user when a contact of their assigned location(s) makes a payment via their emailed statement. Note: This report is specific to the following integrations: Billing Precision, Vericle, and Genesis |
User Role Definitions
Roles control the system permissions/access given to the user. Users will only be able to access system functions allowed by the roles assigned to them.
| User Role | Definition |
|---|---|
| Account Vault Add | Allows the user to store a credit card or checking/savings account |
| Account Vault Delete | Allows the user to delete a stored credit card or checking/savings account |
| Account Vault Edit | Allows the user to edit a stored credit card or checking/savings account |
| Account Vault View | Allows the user to view stored accounts |
| ACH Refund | Allow user to process an ACH refund or ACH credit (Send) |
| ACH Sale | Allow user to process an ACH debit (Collect) |
| ACH Void | Allows the user to void an ACH debit or credit |
| Billing Statements | Allows the user to view billing statements |
| Contact Add | Allows the user to add contacts |
| Contact View | Allows the user to view contacts |
| Credit Card Auth Complete | Allows the user to Complete/Settle an AuthOnly transaction (applies to lodging/hotel merchants only) |
| Credit Card Auth Only | This is for authorization-only transactions. They will not settle until "Auth Complete" is done. |
| Credit Card Force | Allows the user to process a credit card forced sale with obtained authorization code |
| Credit Card Refund | Allows the user to refund a credit card sale |
| Credit Card Reporting | Allows the user to view and generate credit card reports |
| Credit Card Sale | Allows the user to process a credit card sale |
| Credit Card Settle | Allows the user to settle a batch |
| Credit Card Void | Allows the user to void a credit card sale |
| File Uploads | Allows the user to upload files |
| Location Read Only | Allows read-only access to location users |
| Note Add | Allows the user to create new notes in a profile |
| Note Delete | Allows the user to delete notes in a profile |
| Note Edit | Allows the user to edit notes in a profile |
| Note List | Allows the user to access a list of all existing notes |
| Recurring Add | Allows the user to create a recurring payment |
| Recurring Delete | Allows the user to delete a recurring payment |
| Recurring Edit | Allows the user to edit a recurring payment |
| Recurring List | Allows the user to view recurring billings |
| Reporting | Grants the user access to all reports |