Roles

Video: How to Configure Roles and Add New Users

Learn how to configure multiple User Rules and how to add new Users to the platform.

Here administrators have the possibility to define and set up a multitude of role permission schemes in order to assign them later to specific Users. (See System Set Up User)

This feature allow you to control the areas and permissions (edit, add, create, read only, etc.) each User has access to. In most of the cases, you will have one Admin role with full permissions and then other Users with less permissions (eg. for Users who will do only reporting and invoicing, for your Risk Management team, for technical Users…)

1. Click “Roles ” in the “System Setup ” menu
2. Click on the button ”+ New Role ”
3. Give your new “Role ” rule a significant name
4. In the role list overview select the button “Edit ”
5. Select the permissions needed for this User role
6. Click “Save Roles ”

Roles OverviewEdit Role

4 Eyes Principle

To ensure compliance to Access, Roles and Right Guidelines and changes on the IXOPAY platform setup are sufficiently reviewed, 4 eyes confirmation of status changes can be configured.

Therefore the editing of a Connector, Merchants and Admin / Merchant Users (.edit Permissions) and the actual enabling, disabling for usage and archiving (.enable, .disable, archive Permissions) are split up among different Admin User Roles.

By splitting up responsibilities you can be ensured that at least 2 sets of eyes look over configuration changes before they get applied to the production system.