User role rights

This article will guide the merchant on creating user role rights and how to apply them to user that they create

This guide walks you through the process of creating user role rights on the Paytia platform and applying them to users. User role rights help manage permissions and ensure appropriate access to the platform's features.

Step 1: Navigate to User Role Rights

1. Log in to Paytia
   Access the Paytia platform and log in using your administrator credentials.

2. Go to "Administer Users"

   • In the left-hand navigation panel, click on Administer Users.
   • Under the dropdown, select User Role Rights.

Step 2: Creating a New User Role

1. Click "Create Role"

   • On the User Role Rights page, click Create Role to create a new role.

2. Define Role Details

   • Role Name: Enter a descriptive name for the role (e.g., "Payment Links Only").
   • Navigate to the Menu Rights section and configure access permissions for each feature:
     • View: Grants read-only access to the section.
     • Add: Allows creating new entries or data.
     • Edit: Permits modifying existing entries.
     • Export: Enables data export from the platform.
   • Select or deselect permissions as required for each feature (e.g., Dashboard, Take Payment, etc.).

3. Save Changes

   • Once you’ve configured the permissions, click Save.

Options

Step 3: Configuring Additional Role Settings

1. Country Setting

   • Navigate to the Country Setting tab.
   • Select the countries the role should have access to. For example:
     • United Kingdom (GB)
     • United States (US)
   • Use the toggle to set the default country for this role.
     
     
     
     

2. Currency Setting

   • Go to the Currency Setting tab.
   • Select the allowed currencies for this role (e.g., GBP (£), USD ($)).
   • Set the default currency using the toggle.
     
     
     

3. Department Setting

   • Select the departments the role can access. Options include:
     • All
     • Specific department names (e.g., Department Receipt).
       
       
       

4. Agent Setting

   • Define specific prompts for users with this role.
   • Enable or disable AVS Setting (Address Verification Service) as necessary.
     
     
   • Reporting - Realtime transaction receipts are used to notify the agent with an email copy receipt, for the transaction they process.
     
   • Web form controls - Incoming only (used for hiding the Outbound dialer screen in the agent capture interface, when the Take payment menu item is selected. 
     Outbound - is used to activate and show the Outbound number capture page to the user. In this mode only outbound calling will be possible.
     Both - Allows the selection to classify the call direction as Inbound or Outbound. This mode displays an additional page to the form user.
     
     
   • Active service licences - depending on the activated feature licences your account has, this will show all available services that can be activated or deactivated for use in the user capture forms.
     
   • Payment link via - settings that allow you to control if the send options for 'Payment links' in the user interface show, Email (only), SMS (only), or Both.
     
     
5. (optional licence) Manage Sub-companies
   
   Manage companies allows you to setup profiles for company information and branding, such as, Logo, Company name, Address, Customer Service e-mail address, email server to send communication through, assigned payment gateways and accounts and Payment link expiry 
   
   
   
   Pick the COmpany profiles the user will have access to process on behalf of.
   

6. Gateway Details

   • Select payment gateways available for this role.
   • Use the toggle to set the default gateway (e.g., Stripe Gateway 1).
     
     
     

7. Language Setting (optional licence)

   • Define the languages available for this role.
   • Set the default language (e.g., English - United Kingdom).
     
     
8. Gateway licence details
   
   Gateway licence details allows the granular assignment of payment types a user can access per payment gateway profile.
   
   

Assigning User role profiles to a Paytia user account

You can assign the user roles you've created for your users by selecting the Administer users menu, Users submenu.

After deciding on the user role for the selected user, complete the changes by clicking Add  in the bottom right corner of the page.

By editing your user and selecting the Edit button  at the bottom of the page where your users are displayed, you can also change the user roles of your users.