User roles
Every Nexio account can have several users. Each user must have a specific user role.
The possible user roles are View only, API user, Standard, and Administrator. By default, every new sandbox account has two users: an Administrator and an API user.
The following table shows the actions, tasks, and features that each role has access to:
| Role / Action | View only | API user | Standard | Administrator |
|---|---|---|---|---|
| Access Dashboard | Yes | N | Yes | Yes |
| View all data and reports | Yes | Yes | Yes | Yes |
| Manage users | N | N | N | Yes |
| Manage item routing | N | N | N | Yes |
| Access MIDs | Admin-assigned | Admin-assigned | Admin-assigned | All |
| Do actionable items | N | Yes (through API) | Yes (through Dashboard) | Yes (through Dashboard) |
An Administrator user can manage the account users in the Dashboard. Go to Settings > User Management to view, add, and delete users.
An Administrator can access all MIDs on the account. For the other users, the Administrator can assign all account MIDs or a subset of those for each user.
Note
If a new MID gets added to an account, the system automatically assigns it to the Administrator users. An Administrator user then needs to assign that new MID to other users as appropriate.
Actionable items are tasks such as the following:
- Voiding a transaction
- Capturing an auth-only transaction
- Refunding a transaction
- Approving transactions awaiting fraud review
- Accessing virtual terminal
- Disputing a chargeback
The API user should be used when providing credentials for any API endpoint that requires basic authentication.
Updated over 1 year ago