Assign Permissions to Print Reach Pay's MerchantTrack Site Using Role Based Access Control Follow
Print Reach Pay allows users to pay with credit and debit cards during the checkout process. One of the major benefits of this Payment Method is direct access to the MerchantTrack website where you and your staff can manage credit card transactions by linking right from the MyOrderDesk Admin.
Because you may want employees to have access to MerchantTrack, but not have access to every area of the site, you can assign them specific permissions using the Role Based Access Control that can be found under Tools > Roles.
Default Roles Ready for Use
We've created three System Roles that can be assigned to your Employees without any work on your part. These are the Roles available and the permissions allowed:
Payment Admin (All Permissions)
- Searching of Transactions and printing Receipts
- Refunding of any open transaction
- Refunding of any settled transaction
- Viewing Reports
- Use of the Virtual Terminal for processing transactions
- PCI Administration and Reporting
- Manage Terminal Stations
Payment Clerk
- Searching of Transactions and printing Receipts
- Refunding of any open transaction
- Refunding of any settled transaction
- Viewing Reports
- Use of the Virtual Terminal for processing transactions
- PCI Administration and Reporting
- Manage Terminal Stations*
Payment Viewer
- Searching of Transactions and printing Receipts
- Refunding of any open transaction
- Manage Terminal Stations*
* Please note: While access to Terminal Stations is shown above as being available to all Roles, you will notice that for Payment Clerks and Payment Viewers, it is not listed in the "Admin > Tools > Roles" setup as being available. This is because in a future MerchantTrack release, it will be turned off. Your employees who are either a Clerk or Viewer will have temporary access to Terminals until the update takes place.
Assigning an Employee to a Role
Note: If the employee is either a Site Owner, or a Site Administrator, they do not need to have a Role assigned to them. This is because these two User Types have full permissions to MerchantTrack.
- Go to Tools > Roles.
- Select one of the Roles from the Table by clicking on the row.
- Select Edit
- All Active Employee's that are either a Job Admin, or Staff will be listed.
- Click on the row for the employee that you want to assign to one of the available Roles
- Select the "Assign" button above the table
- Assign the employee to this role by selecting the "On" radio button.
- Complete by selecting "Assign" at the bottom of the popup window.
Creating a Custom Role
If you need to allow a different set of permissions than what we have by default. You can create a custom role.
- From Tools > Roles, select the "New" button.
- Give your new Role a Name and then select OK.
- Assign the employee to this role as instructed in the previous section.
- Select the "Permission" link from the navigation menu.
- Select which of the permissions you would like to be available to this new role and click on the "Assign" button. (You can Shift + Click or Shift + Command to select multiple).
- Select the "On" radio button and then select "Assign" at the bottom of the window.
You may also create a New Role by Copying and then Editing the copy you make by selecting a Role from the Table List, and Choosing "Copy." Once you have a copy created, you will be able to Edit the name and turn on the specific permissions you would like for that new Role.
*Remember that for now, even if you do not select the ability to work with Terminals, that permission will be given to all Roles created until the update to MerchantTrack is complete. For now, make sure to set that permission to "Off" so that when the change is made, it will no longer be available to that role.
Accessing MerchantTrack
There are three ways to access MerchantTrack, and depending on the employee User Type, either one or all three options will be available:
- Under Shopping Cart > Payment Methods > Select to edit your Print Reach Pay Payment Method - This option is available only to Site Owners and Site Administrators.
- Under Tools > MerchantTrack - This option is available to Site Owners, Site Administrators, and any Employee that has been given permissions through Roles.
- In Order History > Job Detail > Payment Area - If an order was placed using Print Reach Pay, a link to MerchantTrack will display to Site Owners, Site Administrators, and any Employee that has been given permissions through Roles.