To maintain security and control over your Paystand Dashboard, we offer two distinct user roles: Admin and Clerk. Each role has specific permissions that determine what actions a user can and cannot perform.
- Admin: Full access to all dashboard settings and functionalities, including user management, bank updates, and API settings.
- Clerk: Limited access, allowing users to process payments and refunds but restricting them from modifying critical settings.
The table below provides a clear breakdown of the permissions associated with each role, helping you determine the appropriate access level for your team members.
Access and security rules
- New users are created as Clerks by default
- Admin access requires a request to Paystand Support for security verification
- Admins can change sensitive settings (user management, bank accounts, API settings)
User Roles & Permissions
| Feature/Permission | Admin (Full Access) | Clerk (Limited Access) |
| Update Customer Records | ✅ Yes | ❌ No |
| Add / Update Merchant Banks | ✅ Yes | ❌ No |
| Change Logos | ✅ Yes | ❌ No |
| Add / Remove Users | ✅ Yes | ❌ No |
| Update Convenience Fees | ✅ Yes | ❌ No |
| View API Keys | ✅ Yes | ❌ No |
| Change Other User Roles | ✅ Yes | ❌ No |
| Generate Withdrawals | ✅ Yes | ❌ No |
| Update Webhook Settings (Add/Update/Delete webhooks, Enable/Disable webhooks) | ✅ Yes | ❌ No |
| Process Refunds | ✅ Yes (Except NetSuite) | ✅ Yes (Except NetSuite) |
| Process & Review Payments | ✅ Yes | ✅ Yes |
| Send Reminders, Payment Requests, & Statements | ✅ Yes (Except NetSuite) | ✅ Yes (Except NetSuite) |
| Review Summaries & Reports | ✅ Yes | ✅ Yes |
| Add a Payer | ✅ Yes | ✅ Yes |
| Edit Collections Plan (Sage Intacct) | ✅ Yes | ✅ Yes |