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Articles tagged: user roles

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