As your business grows, it’s important to give each team member the right level of access to Payments Manager+. Whether you’re adding staff, assigning managers, or limiting access to sensitive information, user roles help you stay organized and secure.
This guide will walk you through the different user roles, what each role can (and can't) do, and how to assign & update roles for your team.
Understanding user roles
User roles control what each person can see and do inside your Payments Manager+ account. Each role comes with preset permissions based on common job responsibilities, so you can quickly match the right access level to each team member.
The default roles available:
- Management: Full access to everything, including user management and account settings
- Supervisor: Full feature access but limited ability to manage users or system-wide settings
- Business Operations: Create and manage content, but no access to user management or system settings
- Staff: Limited access; can only view assigned content and reports
How to assign roles
Adding a new role type
To set up up a custom role label,
- Go to Settings > Users and Roles > Role Management and click New Role
- Enter the role name and description
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Choose the access level (Staff, Business Operations, Supervisor, or Management) and click Save
Note: The access levels themselves are fixed and cannot be customized.
Assigning or changing a user’s role
- Go to Settings > Users and Roles > User Management
- Find the user you want to update and click the pencil icon next to their name
- Select the new role from the dropdown and click Save
Fine-tuning access for specific modules
Beyond roles, you can also adjust whether certain modules are available to your team. This allows you to further customize what users see when they log in.
To edit module access:
- Navigate to Settings > Configuration
- Toggle access on or off for each module depending on your needs