A merchant can manage permissions for the users of their Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the Manage Access Management page.
The User Access Management page lists the users that have been added through Wise-Sync.
Adding a User in Wise-Sync
New users will need to added in Wise-Sync. For more information on adding a user in Wise-Sync, see Configure Wise-Sync Users
How do I get there?
To configure Wise-Pay User Access, click Configure from the top menu and select User Access Management.
What do I do?
When a user is successfully added to Wise-Sync, it appears automatically in Wise-Pay. Ensure that the desired role is set for the user. Here's how to do it:
- The following table describes the pages accessible to each role.
Is Merchant Admin: Enables the user to configure merchant account settings like configuring merchant bank accounts
Allow Company Access: Enables the user to manage payers and related operations, such as adding a payer credit card.
- Click Save
Use the table to determine the best user role for someone you’re inviting into your organisation.
Is Merchant Admin | Allow Company Access | Payer | |
Dashboard | |||
Outstanding Payments | ✓ | ✓ | ✓ |
Scheduled Payments | ✓ | ✓ | ✓ |
Automatic Payments | ✓ | ✓ | |
Past Payments | ✓ | ✓ | ✓ |
Scheduled Payment > Check Request | ✓ | ✓ | ✓ |
Scheduled Payment > Cancel Payment | ✓ | ✓ | ✓ |
Schedule Payment > Download PDF | ✓ | ✓ | ✓ |
Schedule Payment > Show Details | ✓ | ✓ | |
Past Payments > Print Invoice | ✓ | ✓ | ✓ |
Past Payments > Print Surcharge | ✓ | ✓ | ✓ |
Past Payments > Show Details | ✓ | ✓ | |
Transaction Failure > Mark as Resolved | ✓ | ✓ | |
Transaction Failure > Fix | ✓ | ✓ | |
Transaction Failure > Show Details | ✓ | ✓ | |
Unprocessed Payments | ✓ | ✓ | |
Unmatched Auto-Payments | ✓ | ✓ | |
Configure | |||
Manager User Access Rights | ✓ | ||
Edit / Configure your Merchant Details | ✓ | ||
Enable and Configure Automatic Payments | ✓ | ||
Edit Terms and Disclaimers | ✓ | ||
Update Branding | ✓ | ||
Payer Admin | |||
Add Payer | ✓ | ||
Delete Payer | ✓ | ||
Edit Payer's Account | ✓ | ||
Add Bank Account | ✓ | ✓ | |
Delete Bank Account | ✓ | ✓ | |
Update Bank Account | ✓ | ✓ | |
Add Credit Card | ✓ | ✓ | |
Delete Credit Card | ✓ | ✓ | |
Update Credit Card | ✓ | ✓ | |
Allocate Automatic Payment Terms | ✓ | ✓ | |
Rename Payer Company | ✓ | ||
Delete Auto-Payment Terms | ✓ | ||
Pay Now | |||
Schedule Payment (Bank Account) | ✓ | ✓ | ✓ |
Download PDF | ✓ | ✓ | ✓ |
Transaction History | ✓ | ✓ | ✓ |
Search for Payments | ✓ | ✓ | ✓ |
Search for Automatic Payments | ✓ | ✓ | |
Settings | |||
My Details | ✓ | ||
Saved Credit Card | ✓ | ✓ | |
Save Bank Details | ✓ | ✓ | |
Help | |||
View Knowledge Base Articles | ✓ | ✓ | ✓ |
Contact Support | ✓ | ✓ | ✓ |