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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.
Action User roles
  Innovo Merchant Manager Innovo Merchant Clerk
Managing a user
Edit your personal information
Create a new user  
Edit a user’s details  
Enable or disable a user  
View a user  
Reset a user’s password or security question  
Force a user to reset their password  
Give a user access to terminals  
Managing a terminal, a location, or a chain
View terminal information  
Suspend or reactivate a terminal  
View location information  
Viewing analytics
Use the Customer Engagement Suite to view analytics

Limited user roles

Important:Users with a Limited user role can perform actions only for other Limited users and terminals.
Action User roles
  Limited Merchant Manager Limited Merchant Clerk
Managing a user
Edit your personal information
Create a new user  
Edit a user’s details  
Enable or disable a user  
View a user  
Reset a user’s password or security question  
Force a user to reset their password  
Give a user access to terminals  
Managing a terminal, a location, or a chain
View terminal information  
Suspend or reactivate a terminal  
View location information  
Viewing analytics
Use the Customer Engagement Suite to view analytics

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