Manage Permissions

Portfolio administrators can set permissions for new or existing
Gateway Portal
 user roles for
Unified Checkout Integration
. Administrators retain full read and write permissions. They enable you to regulate access to specific pages and specify who can access, view, or amend digital products within
Unified Checkout Integration
.
Portfolio administrators must apply the appropriate user role permission for any existing or newly created
Gateway Portal
 user roles for
Unified Checkout Integration
. For information on managing permissions as a portfolio administrator, see Managing Permissions as a Portfolio Administrator.
If you are a transacting merchant, you might find that your permissions are restricted. If your permissions are restricted, a message appears indicating that you do not have access, or buttons might appear gray. To make changes to your digital products within
Unified Checkout Integration
 that have restricted permissions, contact your portfolio administrator's customer support representative. For more information, see Managing Permissions as a Direct Merchant.

Managing Permissions as a Direct Merchant

Follow these steps to configure and manage user permissions in the
Gateway Portal
 for
Unified Checkout Integration
 as a direct merchant:
  1. On the left navigation panel, navigate to
    Account Management
    .
  2. Click
    Roles
     to display a list of your user roles.
  3. Click the pencil icon next to the user role that you want to update.
  4. Click
    Payment Configuration Permission
    .
  5. Select the relevant permission for the specific user role you are editing. You can select from these
    Unified Checkout Integration
     permissions:
    • Unified Checkout View
    • Unified Checkout Manage
    IMPORTANT
    If you are a transacting merchant without view permissions,
    Unified Checkout Integration
     will still appear on the navigation bar, however, a
    no access
     message appears when you access
    Unified Checkout Integration
    .
    If you are a transacting merchant with view permissions but not management permissions, you can access the
    Unified Checkout Integration
     screens and view the different payment methods configurations, however, you cannot edit or enroll new products.
Manage Permissions

Managing Permissions as a Portfolio Administrator

Follow these steps to configure and manage user permissions in the
Gateway Portal
 for
Unified Checkout Integration
 as a portfolio administrator:
  1. On the left navigation panel, navigate to
    Account Management
    .
  2. Click
    Roles
     to see a list of your user roles.
  3. Click the pencil icon next to the user role that you want to update.
  4. Click
    Payment Configuration Permission
    .
  5. Select the relevant permission for the specific user role you are editing. You can choose from these
    Unified Checkout Integration
     permissions:
    • Unified Checkout View
    • Unified Checkout Manage
    • Unified Checkout Portfolio View (available for portfolio users only)
    • Unified Checkout Portfolio Manage (available for portfolio users only)
    IMPORTANT
    If all permissions are left unselected, the user has restricted permission. A
    no access
     message appears when the user tries to access the
    Unified Checkout Integration
     digital product enablement pages. The user is advised to contact a customer representative.
    If a portfolio user has view permissions and does not have a management role, they can access the
    Unified Checkout Integration
     pages, but they cannot modify toggles for different digital payments.
Manage Permissions