Assign a role to a user

Change what a user can access by giving them a different role.

Users › Roles & PermissionsAdministrators and user managers6 stepsVideo walkthrough

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What you can do here

Give a user a different role, and with it different access
Check what a role allows before you assign it

Before you start

The role needs to exist already. See Add a new role and permissions.
Only administrators, or users with user management permissions, can change roles.
Use the Accessing switcher to select the partner or merchant account the user belongs to. See Switch between accounts.

01Know what the role allows

Check the role

In the left navigation sidebar, select Roles & Permissions. Find the role on the Active Roles tab and select its pencil icon to see the permissions it gives for each module. A user gets exactly these permissions, no more.

The Roles and Permissions page on the Active Roles tab, listing roles with their creation date, shared, created by, total users, last update, and edit and delete icons — Roles & Permissions. Role names shown are test data.

02Change the user's role

Open Users

In the left navigation sidebar, select Users. The Users & Invites page opens on the Active Users tab, with each user's current role in the User Role column.

Find the user

Type a name or email address in Search, or filter the User Role column, then select the user's row. The User Details page opens.

The Users and Invites page listing users with contact name and email, phone, user role, created date, last log in, status, and actions — Users & Invites. Names shown are test data.

Select Edit

Select Edit in the top right. The Edit User panel opens on the right.

The User Details page with the user's full name, organization, email, phone, user role, created date, and last log in, and the Edit button in the top right — User Details. Edit is in the top right.

Choose the role

Under User Role, open the dropdown and select the new role. Merchant Admin is for people who work at one merchant; Partner Admin is for people at the partner who work across its merchants. Any custom roles your administrator has created appear here too.

The Edit User panel with the User Role dropdown open, listing Admin, Merchant Admin, and Partner Admin — The User Role dropdown in the Edit User panel. Test data shown.

Save and confirm

Select Update User at the bottom of the panel, then Confirm when the panel asks you to apply the changes. The User Details page shows the new role, and the user's access changes the next time they load a page.

The confirmation prompt with Cancel and Confirm buttons after selecting Update User — Confirm the change.

Changing more than the role? Name, contact details, and alert subscriptions are on the same panel. See Update a user's account information.

Key terms

Role: A named set of permissions. Every user has one role, and it decides what they can see and do.
Merchant Admin: A role for people who work at one merchant.
Partner Admin: A role for people at the partner who work across the merchants under it.

Roles & PermissionsAdd a new role and permissionsOpen guide Users & InvitesUpdate a user's account informationOpen guide Users & InvitesInvite a new userOpen guide

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