About User Roles

You can set up multiple users for Partner Manager accounts. This functionality allows you to extend access to Partner Manager to more of your organization, as it enables you to better control access to sensitive information and role differentiation.

The users you create will have a unique login and password to log in to Partner Manager. You can assign a user to a pre-defined role based on their function in your organization. In doing so, you set permissions for individual users to access specific functionality such as password updates, adding accounts, cancelling accounts, running reports, and more.

When your Partner Manager account is first created, you are the only "user" associated with the account and your initial user name is the same as the partner's name. You have administrator privileges (user role - Admin) and are granted all account privileges. As an administrator, you can create users, including additional administrators.

There is no limit for the number of users you can create for an account.

User Roles

You can use user role to control who can perform which activities using your Partner Manager account.

Only Admin and Reporting roles can run reports.
Only Admin and Partner Admin roles can view partner pricing.

User Roles	Description
Add Merchant Upgrade Services	Add and/or upgrade Payflow Pro, Payflow Link, and services such as Fraud and Recurring Payments.
Admin	Administrator - Access to all Partner Manager functions
Manage Merchants - Reset Password	Reset merchant password only.
Manage Merchants	Manage existing merchants only: Edit merchant information Change and/or cancel services Add and/or upgrade services Modify transaction settings View card types This user cannot manage merchant passwords and add new merchants.
Manage Partner Contact Information	Manage partner contact information only.
Merchant Admin	Access to all merchant functions: Add merchant Manage merchants
Partner Admin	Access to Partner Account functions only: Update contact information Upload logo Manage password Create users Manage users View/archive user activity logs Manage pricing information
Read Only	View, not modify, the following pages: Manage merchants Merchant information View card types Transaction settings Upgrade services Transaction report Contact information Partner company information Partner primary contact information Partner secondary contact information Partner billing contact information Merchant reports Templates and schedules Retrieve scheduled reports Merchant information report Merchant services Transaction summary
Reports	Access all reports for your partners, and generate all reports, retrieve scheduled reports, and manage templates and schedules.