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