You can add an unlimited number of employees to your Helcim account.
Use the existing default user roles to quickly assign user permissions.
Default User Roles
Role
Description
Administrator
The administrator has complete access to the account. This should be reserved for principals, owners and authorized signers of the business. Administrators can also create additional merchant accounts.
Manager
Manager has nearly all access to the account in order to run the business, with notable exceptions of not being able to modify banking information, business information, create new merchant accounts nor create/modify user roles.
General Staff
General staff can operate day-to-day sales and service customers. They cannot create users, modify important settings, access reports nor create support tickets.
Developer
The developer role has mostly read-only access to ensure system is working, with notable exceptions such being able to modify Helcim Commerce settings, create API tokens, create Payment Pages and Helcim.js Integrations, and create support tickets.
Accountant
The accountant role is a read-only role, with access to most business information.
Default Role Permissions
My Business (Dashboard)
Administrator
Manager
General Staff
Developer
Accountant
Business Entity & Dashboard
View
x
x
x
x
x
Modify
x
Answer Verification Questions
x
x
x
Merchant Accounts
View
x
x
x
x
x
Modify
x
Create
x
Deactivate
x
Bank Accounts and Deposits
View
x
x
x
x
Modify
x
Employees
View
x
x
x
x
Modify
x
x
Create
x
x
Deactivate
x
x
Employee (User Roles)
View
x
x
x
x
Modify
x
Create
x
Delete
x
Locations
View
x
x
x
x
x
Modify
x
Create
x
Delete
x
Equipment
View
x
x
x
x
Order New Equipment
x
x
Chargebacks
View
x
x
x
x
x
Respond
x
x
Statements
View
x
x
x
Security and Compliance
View
x
x
x
Answer Questionnaire
x
x
Support Tickets
View
x
x
x
x
Modify
x
x
x
x
Create
x
x
x
x
Commerce
Administrator
Manager
General Staff
Developer
Accountant
Transactions
Process
x
x
x
View
x
x
x
x
x
Void
x
x
x
Refund
x
x
x
Pre-Auth
x
x
x
Capture
x
x
x
Settle
x
x
Customers
View
x
x
x
x
x
Modify
x
x
x
Delete
x
x
Invoices
View
x
x
x
x
x
Modify
x
x
x
Products
View
x
x
x
x
x
Modify
x
x
Delete
x
x
Subscription Management
View
x
x
x
x
x
Modify
x
x
Delete
x
x
Subscriptions
View
x
x
x
x
x
Modify
x
x
x
Delete
x
x
x
Payment Pages
View
x
x
x
x
x
Modify
x
x
x
Delete
x
x
x
Online Store
View
x
x
x
x
x
Modify
x
x
x
Customer Portal
View
x
x
x
x
x
Modify
x
x
x
Settings
View
x
x
x
Modify
x
x
x
Reports
View
x
x
x
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