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User roles

Allow seamless team collaboration while maintaining your PayRex account secure.

Account Owner​

The account owner user role can perform all the actions within the merchant account. Only one account owner can exist in the merchant account.

More details

✔️ The account owner can:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • View and export list of payments
  • Refund payments

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

Administrator​

The administrator user role can perform all actions within the merchant account except change account ownership and update bank details.

More details

✔️ The administrator can:

User invitations

  • View or delete user invitations
  • Invite users with non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with non-administrator roles

Payments

  • View and export list of payments
  • Refund payments

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Developers

  • View and copy developer API keys

✖️ The administrator cannot:

User Invitations

  • Invite users with administrator roles

Users

  • Delete users with administrator roles

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

IAM Administrator​

The IAM administrator user role is best assigned to users whose job is to invite other users but cannot view other merchant data, such as payments.

More details

✔️ The IAM administrator can:

User invitations

  • View or delete user invitations
  • Invite users with non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with non-administrator roles

✖️ The IAM administrator cannot:

User Invitations

  • Invite users with administrator roles

Users

  • Delete users with administrator roles

Payments

  • View and export list of payments
  • Refund payments

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

Developer​

The developer user role is best assigned to users whose job is to manage the merchant's current integration with PayRex.

More details

✔️ The developer can:

Payments

  • View and export list of payments
  • Refund payments

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

Developers

  • View and copy developer API keys

✖️ The developer cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

Billing Statements Manager​

The billing statements manager user role is best assigned to users who handle the creation and management of billing statements but do not need to access the other dashboard modules, such as payments, payouts, and settings.

More details

✔️ The billing statements manager can:

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

✖️ The billing statements manager cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • View and export list of payments
  • Refund payments

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

Pages Manager​

The pages manager user role is best assigned to users who manage the creation and details of pages, without needing to access the payments, payouts, and settings modules.

More details

✔️ The pages manager can:

Pages

  • View list of pages
  • Create and update page details
  • View and export list of payments under a page

✖️ The pages manager cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • View and export list of payments
  • Refund payments

Billing statements

  • View and export list of billing statements
  • Create and update billing statement details

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

Refund Analyst​

The refund analyst user role is best assigned to users whose job is to refund payments.

More details

✔️ The refund analyst can:

Payments

  • View list of payments
  • Refund payments

Billing statements

  • View list of billing statements

Pages

  • View list of pages
  • View list of payments under a page

✖️ The refund analyst cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • Export list of payments

Billing statements

  • Create and update billing statement details
  • Export list of billing statements

Pages

  • Create and update page details
  • Export list of payments under a page

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

View and export-only​

The view and export-only user role is best assigned to users who view or retrieve data and export it as CSV.

More details

✔️ The view and export-only can:

Payments

  • View and export list of payments

Billing statements

  • View and export list of billing statements

Pages

  • View list of pages
  • View and export list of payments under a page

Payouts

  • View list of payouts
  • View and export list of transactions under a payout

✖️ The view and export-only cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • Refund payments

Billing statements

  • Create and update billing statement details

Pages

  • Create and update page details

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications

View-only​

The view-only user role is best assigned to users who view or retrieve data.

More details

✔️ The view-only can:

Payments

  • View list of payments

Billing statements

  • View list of billing statements

Pages

  • View list of pages
  • View list of payments under a page

Payouts

  • View list of payouts
  • View list of transactions under a payout

✖️ The view-only cannot:

User invitations

  • View or delete user invitations
  • Invite users with administrator and non-administrator roles
  • Update assigned roles on user invitations

Users

  • View list of users
  • Update user's assigned role
  • Remove users with administrator and non-administrator roles

Payments

  • Export list of payments

Billing statements

  • Export list of billing statements

Pages

  • Export list of payments under a page

Payouts

  • Export list of transactions under a payout

Developers

  • View and copy developer API keys

Customer Support

  • Ask to change account ownership
  • Ask to update existing bank account details

Chargebacks

  • Receive chargeback notifications