Important: To add a user, you must have the Allow Creating New Users permission.
Add a user to the Self-Care Portal and give them access to specific features. You can give a user access to a feature only if the feature is available on your terminal.
- Log in to https://payments.payroc.com/merchant/selfcare/.
- From the navigation menu, select Settings, and then select Users.
- Select NEW USER.
- Enter the following details about the user:
- Username
- Email address
- In the Your Current Password field, enter your account password.
- In the Time Zone field, select the user’s time zone.
- To assign permissions to a user, select More settings, and then select the checkboxes next to the permissions. For a complete list of permissions, go to User permissions.
- In the Allowed Processing Terminals section, select the checkboxes next to the terminals you want the user to access.
- Select ADD.
After you add a user, they receive a welcome email with instructions to set up their account.
User permissions
Important: When you assign user permissions, don't enable the Allow Billing or Allow Partial Captures permissions. These features are no longer available to new users.
| Permission | Allow the user to |
|---|---|
| Allow Creating New Users |
Add, edit, and delete other users on the Self-Care Portal.
Note: Assign this permission only to admin users. |
| Allow API Key Management |
Create and manage API keys.
Note: Assign this permission only to admin users. |
| Allow Pay Pages | Create and manage Hosted Payment Pages. |
| Allow Terminal Setup | Access the terminal settings. |
| Allow Refund | Run referenced refunds. |
| Allow Unreferenced Refunds | Run unreferenced refunds. |
| Allow Virtual Terminal | Run and manage payments using the Virtual Terminal. |
| Allow CHP on Virtual Terminal | Run card-present transactions in the Virtual Terminal. You can assign this permission only if you select Allow Virtual Terminal. |
| Allow Open Batch | Access and manage transactions in an open batch. |
| Allow Closed Batch | Access and manage transactions in a closed batch. |
| Allow Scheduled Report | Run scheduled reports. You can assign this permission only if you select Allow Closed Batch. |
| Allow Bulk Payments | Create and manage bulk payments. |
| Allow Billing |
Access monthly invoices.
Note: This feature is no longer available to new users. |
| Allow Secure Tokens Storage | Create and manage secure tokens. |
| Allow Subscriptions | Create and manage subscriptions. |
| Allow Dashboard | Access the dashboard. |
| Allow Partial Captures |
Capture part of the pre-authorization amount.
Note: This feature is no longer available to new users. |
| Allow Processing Rules | Add and manage processing rules. |