In Wpay Connect, the actions that users can perform depend on the organisational unit they belong to.
| Organisational unit | Technical admin | Operations manager | Finance manager | Team member | Personal Information Access |
|---|---|---|---|---|---|
| Manage users and give permissions | Yes | No | No | No | No |
| View and search payments | Yes | Yes | Yes | Yes | No |
| View and download reports | Yes | Yes (non-financial only) | Yes | No | No |
| Refund, void or capture online transactions | Yes | Yes | No | No | No |
| View buyers information for online transactions | Yes | Yes | Yes | Yes | No |
| Create, edit, submit and cancel store onboarding or update applications | Yes | Yes | No | No | No |
| Submit multiple store onboarding applications using the bulk import feature | Yes | No | No | No | No |
| Link or create KYC verification offer to a store | Yes | Yes | No | No | No |
| View linked offer workflow and information on Identity page | Yes | Yes | Yes | No | No |
| Create, view, edit and delete client groups | Yes | No | No | No | No |
Create users for a client group Note: Technical admins can add themselves as technical admin for the client group they are creating in order to manage other users in said group. | Yes | No | No | No | No |
| Display Personal Identifiable Information (PII) | No | No | No | No | Yes |
To find out which one is the most appropriate role, see below:
| Role name | Description |
|---|---|
| Technical admin | This user has access to all Wpay Connect functions and features, including the critical ability to add and assign users (user management). |
| Operations manager | This user can access functions related to operations, such as viewing and searching payments, refunding/ voiding/ capturing online transactions and viewing operational reporting. |
| Finance manager | This user can access all financial information specifically for reconciliation purposes. |
| Team member | This is the most basic role available, with access limited to only viewing and searching payments. |
| Personal Information Access | This is an add-on role that grants access to Personally Identifiable Information (PII) on the Transactions and Buyers pages. |