Quick Summary
An Organizational Admin can manage the full organization, including users and all merchant accounts. A Merchant Admin can manage only the merchant accounts assigned to them. A Finance Admin cannot manage users, or notifications, but has access to most of the financial data in the RevPay Portal. A Customer Support Admin can only access Notifications, Transactions, and Payments with a focus on assisting customers with payments.
Recommended Role Selection
Choose Organizational Admin when the user needs full access
Full Organization Access
Best for users who manage payment operations, permissions, reporting, and settings across the organization.
- Manage all merchant accounts.
- Configure payment settings.
- View and manage all transactions.
- Generate statements and reports.
- Manage organization users and permissions.
Choose Merchant Admin when the user only needs assigned merchants
Assigned Merchant Access
Best for users who need to process payments and review activity for specific merchant accounts only.
- Process payments for assigned merchants.
- Configure merchant-specific settings.
- View and manage merchant transactions.
- Access merchant reports and statements.
NOTE: Merchant Admins cannot manage users and can only see their assigned merchants.
Choose Finance when the user is focused on financial operations across the organization:
Assigned Finance Access
- Initiate payments and pay with saved payment methods
- Void or refund transactions
- View and submit information for chargebacks
- View payouts, account activity, and tax forms
- Manage bank account information
- Access the HOP, capital, and cash out
- Manage brand, saved payment methods, and surcharges
- View dashboards and merchant stats
NOTE: Finance users cannot manage users.
Choose Customer Support when the user is focused on assisting customers with payment issues:
Assigned Customer Support Access
- View the list of payments
- Initiate payments and pay with saved payment methods
- Void or refund transactions to assist customers
- View and submit information for chargebacks
- Edit merchant contact info and email notification settings
NOTE: Customer Support users have not access to reporting, finance, or user management.
How to Decide Which Role to Assign
- Confirm what the user needs to manage.
If they need access to every merchant account in the organization, choose Organizational Admin. If they need access to bank account information and Finance information, the Finance person should have that access. - Check whether they need to manage users.
If they need to add users or update permissions, choose Organizational Admin. - Assign merchant accounts when using Merchant Admin, Finance, or Customer Support.
These Admins can only see and manage the merchants assigned to them.
Important
Merchant, Finance, and Customer Support Admins cannot manage users. They can only view and manage their assigned merchant accounts.
Tip
When assigning an Admin, select an organization first. Then assign the merchant accounts that user should be able to access.
Troubleshooting
The user cannot see a merchant account
- Confirm the user is assigned to the correct organization.
- Confirm the merchant account has been assigned to the user.
- If they need access to all merchants, consider Organizational Admin access.
The user cannot manage other users
- Confirm the user is not assigned as a Merchant, Finance, or Customer Support Admin.
- Only Organizational Admins can manage organization users and permissions.
- Update the role if the user needs permission management access.