Default User Settings
  • 30 Aug 2022
  • 1 Minute to read

Default User Settings


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)


AdministratorManagerGeneral StaffDeveloperAccountant
Business Entity & Dashboard




Viewxxxxx
Modifyx



Answer Verification Questionsxx

x
Merchant Accounts




Viewxxxxx
Modifyx



Createx



Deactivatex



Bank Accounts and Deposits




Viewxx
xx
Modifyx



Employees




Viewxx
xx
Modifyxx


Createxx


Deactivatexx


Employee (User Roles)




Viewxx
xx
Modifyx



Createx



Deletex



Locations




Viewxxxxx
Modifyx



Createx



Deletex



Equipment




Viewxx
xx
Order New Equipmentxx


Chargebacks




Viewxxxxx
Respondxx


Statements




Viewxx

x
Security and Compliance




Viewxx
x
Answer Questionnairexx


Support Tickets




Viewxxxx
Modifyxxxx
Createxxxx


Commerce


AdministratorManagerGeneral StaffDeveloperAccountant
Transactions




Processxxx

Viewxxxxx
Voidxxx

Refundxxx

Pre-Authxxx

Capturexxx

Settlexx


Customers




Viewxxxxx
Modifyxxx

Deletexx


Invoices




Viewxxxxx
Modifyxxx

Products




Viewxxxxx
Modifyxx


Deletexx


Subscription Management




Viewxxxxx
Modifyxx


Deletexx


Subscriptions




Viewxxxxx
Modifyxxx

Deletexxx

Payment Pages




Viewxxxxx
Modifyxx
x
Deletexx
x
Online Store




Viewxxxxx
Modifyxx
x
Customer Portal




Viewxxxxx
Modifyxx
x
Settings




Viewxx
x
Modifyxx
x
Reports




Viewxx

x






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