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Articles tagged: permissions

What can my user role do on OpenEdge View?

You can control what actions and features are available to users by assigning them one of the following user roles:  Standard user roles: Merchant Manager Merchant Clerk Reporting Manager Reporting Clerk Virtual Terminal Manager Virtual Terminal Clerk Virtual Terminal Only Innovo user roles: Innovo Merchant Manager Innovo Merchant Clerk Limited user roles: Limited Merchant Manager Limited Merchant Clerk Standard user roles Action User roles   Merchant manager Merchant Clerk Reporting Manager Reporting Clerk Virtual Terminal Manager Virtual Terminal Clerk Virtual Terminal Only Managing a user Edit your personal information ✓ ✓ ✓ ✓ ✓ ✓ ✓ View a user ✓             Create a new user ✓             Edit a user’s details ✓             Edit a user’s primary location ✓             Reset the password or security question for a user with the same user role ✓             Reset the password or security question for a user Note: Users with the Virtual Terminal Manager user role can reset the password or security question only for other Virtual Terminal user roles ✓       ✓     Force a user with the same user role to reset their password ✓             Force a user to reset their password Note: Users with the Virtual Terminal Manager user role can force only Virtual Terminal users to reset their password ✓       ✓     Give a user access to a terminal ✓             Managing a terminal, a location, or a chain View terminal information ✓             Suspend or reactivate a terminal ✓             Configure the rules for your terminal’s auto-decline and failure settings ✓             View location information ✓             Suspend or reactivate a location ✓             View chain information ✓             Edit receipts ✓             Running a report Run a report ✓ ✓ ✓ ✓ ✓ ✓   Managing a batch View a batch ✓ ✓ ✓ ✓ ✓ ✓   Settle a batch ✓ ✓ ✓ ✓ ✓     Using the Virtual Terminal Use the Virtual Terminal ✓ ✓     ✓ ✓ ✓ Running a transaction               Send a request for a payment ✓ ✓     ✓ ✓ ✓ View a transaction ✓ ✓ ✓ ✓ ✓ ✓ ✓ Run a sale ✓ ✓     ✓ ✓ ✓ Run an authorization ✓ ✓     ✓ ✓ ✓ Run a capture ✓ ✓ ✓   ✓     Run an adjustment ✓ ✓ ✓   ✓     Run a refund ✓ ✓ ✓   ✓     Run an independent credit ✓ ✓     ✓ ✓ ✓ Run a void ✓ ✓ ✓   ✓     Print or email a receipt ✓ ✓ ✓ ✓ ✓ ✓ ✓ Viewing analytics Use the Customer Engagement Suite to view analytics ✓ ✓ ✓ ✓ ✓ ✓   Innovo user roles Important: Users with an Innovo user role can perform actions only for other Innovo users and terminals. Read more