User Roles Explained

Network Portal uses role-based access to control what users can see and do within a payer organization.

Roles apply after a user has successfully activated access. Initial eligibility (who can sign up) is determined by ERP contact data. Roles then determine what each user can do inside the Portal.

Available Roles

Admin

The Admin role is assigned to the first user who activates access to Network Portal for a given payer organization. This user is typically the primary contact defined in the ERP.

Admins have the same operational permissions as Managers, but they serve as the primary owner of the payer organization within the Portal.

Admins can:

• View all invoices and transactions
• Make payments
• Enable or disable autopay on invoices
• Add and manage payment methods
• Invite new users
• Update user roles
• Remove users from the organization

All team members invited to the Portal are associated with the Admin who first activated the account. If that Admin leaves the company, merchants should ensure another user has the appropriate permissions to manage access.

Manager

The Manager role has full operational control within the payer organization.

Managers can:

• View all invoices and transactions
• Make payments
• Enable or disable autopay on invoices
• Add and manage payment methods
• Invite new users
• Update user roles
• Remove users from the organization

Viewer

The Viewer role is read-only.

Viewers can:

• View invoices and invoice details
• View transactions and payment history
• Access the dashboard
• Download payables PDFs and transaction receipts

Viewers cannot:

• Make payments
• Enable or modify autopay
• Add or manage payment methods
• Invite or remove users

How Roles Are Assigned

When the first eligible user signs up based on the ERP primary contact email, they are automatically assigned the Admin role.

After that:

• Admins and Managers can invite additional users from within the Portal.
• During the invitation process, the inviter selects the user’s role: Manager or Viewer.
• Admins and Managers can update roles at any time.
• Admins and Managers can remove users when access is no longer required.

Role Scope

Roles apply within the payer organization associated with the user’s access in Network Portal.

Important Considerations

• The Admin is the first user who activates the Portal and acts as the primary owner of the payer organization.
• Managers have the same operational permissions as Admins, but they are not the original account owner.
• If a user is removed from the Portal, their access is permanently deactivated.