Users and Permissions
Account and users
PayGate Subscriptions has a flexible user structure allowing you to have multiple users in your organization or even multiple organizations, if you are serving such.
Here’s a bit more detailed description of the above:
Account
Has multiple Account users
Each Account user can operate on behalf of any of the Merchants belonging to the Account
Merchant
Can exist individually or belongs to an Account
Has multiple Merchant users
Each Merchant user operates on behalf of his company (Merchant)
Partner
Belongs to one Account
Always belongs to one or more Merchant’s that belong to the same Account
Has multiple Teams
Has multiple Partner users always belonging to one or more Teams
Each Partner user operates on behalf of one of the Merchants that the Partner belongs to
See the following schema for a more visual illustration of the above:
User permissions
On top of the flexible account-user structure, we also support a flexible permissions system that allows for each user to be given a different set of permissions as to what he can do inside PayGate Subscriptions.
Here’s a list of all the permissions currently existing, while we keep expanding this list as we add more features to application:
Team manager
Create team
Edit team
Delete team
Give the team access to one or more Clients only
User manager
Create user
Reset/create user password
Assign rights
Delete user
Edit user name/email
Change user type – Account, Client, Partner
Assign user to one Account or Client or Partner depending on his type
Assign a Partner user to a Team in that Partner
View list of all users in your Account/Client/Partner setup
Report manager
Download payment report
Download agreement report
Subscriber manager
View all subscribers
View list of Agreements on subscriber
View list of Transactions on subscriber
Agreements manager
View a list of agreements
Open agreement details page
Create an agreement
Cancel agreement
View a list of cancelled agreements
View a list of accepted agreements
View a list of expired agreements
View a list of error agreements
View a list of new agreements
View a list of rejected agreements
View a list of created agreements
View a list of pending agreements