REST API

Managing Permissions as a Portfolio Administrator

Follow these steps to configure and manage user permissions in the
Business Center
for
Unified Checkout
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 to pencil icon next to the user role for which you want to update permissions.
  4. Click
    Payment Configuration Permission
    .
  5. Select the relevant permission for the specific user role you are editing. You can select these
    Unified Checkout
    permissions:

    ADDITIONAL INFORMATION

    • 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 will have restricted permission. The user will see a "no access" message when trying to access the
    Unified Checkout
    digital product enablement pages and will be advised to contact a customer representative.
    If a portfolio user has view permissions and do not have a management role, they will be able to access the
    Unified Checkout
    screens but they will not be able to modify toggles for different digital payments.