There are two roles currently available for the Paystand Dashboard:
- Admin: Full edit access
- Clerk: Minimal actions
The clerk role is blocked from the following actions:
- Unable to perform updates on the dashboard settings:
- Update Customer Records
- Add / Update Merchant Banks
- Change Logos
- Add / Remove users
- Update Convenience fees
- Unable to view API keys
- Unable to change other user roles
- Unable to generate withdrawals
- Unable to update webhook settings (Add/Update/Delete webhook endpoints, Enable/Disable webhooks in general)
For the Clerk Role, all other dashboard features should function normally:
- Process Refunds
- Process/Review payments
- Send Reminders, Payments Request and Statements
- Review Summaries and Reports
- Add a payer
New users are added to the Paystand Dashboard as admin users by default. To create a Clerk user please Submit a Request for Support.