Permission management

[ { "title":"Testing", "link":"https://docs.solidgate.com/payments/testing/", "text":"Simulate payments to test your integration before launching in production.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-customizable.svg" } , { "title":"Create your payment form", "link":"https://docs.solidgate.com/payments/integrate/payment-form/create-your-payment-form/", "text":"Understand how to integrate the payment form into your product.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-payments.svg" } , { "title":"Subscriptions", "link":"https://docs.solidgate.com/subscriptions/", "text":"Create and maintain a stable and healthy business subscription model.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-global.svg" } ]

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Permission management
Ensure efficient business operations with tailored user permission management

Solidgate HUB equips merchants with powerful tools for managing user roles and permissions, helping them maintain control over access to business data and operations.

Located in the account settings, the user management feature allows administrators to manage access across the HUB. They can invite users and assign roles with predefined permissions to control what sections users can access and what actions they can take. Additionally, administrators can adjust roles and permissions as organizational needs evolve, reset passwords, and delete, block, or unblock users, ensuring security and control.

Roles and access
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By assigning appropriate roles to team members, businesses can optimize operations, protect sensitive information, and ensure that each user has the necessary permissions to perform their job effectively. The role-based access in Solidgate HUB offers a range of predefined roles, each created for specific functions and responsibilities. They can be combined, allowing users to hold multiple roles if needed:

  • Merchant admin has the most comprehensive access, with permissions for all features including payments, subscriptions, risk management, account settings, and more.
  • Team lead has access similar to Merchant admin but with some limitations. For example, they cannot view analytics or make changes to products.
  • Manager has significant access to operational features like order management, subscriptions, and product details. However, they have more limited access to financial analytics and advanced settings.
  • Analyst has access focused on analytical features, like payment analytics and risk analytics, and can view various operational details.
  • Support Tier 1, 2, and 3 roles have leveled access, with Tier 3 having the most. For example, the last can manage orders and subscriptions.
  • Developer has specific access to technical features like API logs and channel details.
  • Alert manager role is focused on alert-related features and some risk management aspects.
  • Finance manager has access to financial features, reconciliation, and some analytical tools.
  • Authorized signatory is a limited role with access primarily to legal entities and document signing.

The detailed breakdown of permissions for each role can help you decide on the appropriate access levels for your team, ensuring that each member has the rights they need to perform their tasks efficiently.

Section Role access
Home
Dashboard ✓
Payments
Orders ✓
Order actions ✓
Disputes ✓
APM dispute actions ✓
Fraud notifications ✓
Payment links ✓
Section analytics ✓
Subscriptions
Products ✓
Product actions ✓
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics ✓
Fraud prevention
List ✓
List actions ✓
Rules ✓
Alert list ✓
Developers
Channels ✓
Apple Pay domains ✓
Apple Pay domain actions ✓
API logs ✓
Reports & Exports
Reports ✓
Finance reports ✓
Exports ✓
Account settings
User management ✓
User management actions ✓
Documents -
Legal entities ✓
Event log ✓
Tax profiles ✓
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders ✓
Order actions ✓
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products ✓
Product actions -
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management ✓
User management actions ✓
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders ✓
Order actions ✓
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products ✓
Product actions -
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard ✓
Payments
Orders ✓
Order actions ✓
Disputes ✓
APM dispute actions ✓
Fraud notifications ✓
Payment links -
Section analytics ✓
Subscriptions
Products ✓
Product actions ✓
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics ✓
Fraud prevention
List ✓
List actions ✓
Rules ✓
Alert list ✓
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders ✓
Order actions -
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products ✓
Product actions -
Subscriptions ✓
Subscription actions -
Coupons ✓
Coupon actions -
Invoices ✓
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders ✓
Order actions -
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products ✓
Product actions -
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders ✓
Order actions ✓
Disputes -
APM dispute actions ✓
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products ✓
Product actions -
Subscriptions ✓
Subscription actions ✓
Coupons ✓
Coupon actions ✓
Invoices ✓
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports -
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders -
Order actions -
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products -
Product actions -
Subscriptions -
Subscription actions -
Coupons -
Coupon actions -
Invoices -
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels ✓
Apple Pay domains ✓
Apple Pay domain actions ✓
API logs ✓
Reports & Exports
Reports -
Finance reports -
Exports -
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders -
Order actions -
Disputes ✓
APM dispute actions -
Fraud notifications ✓
Payment links -
Section analytics -
Subscriptions
Products -
Product actions -
Subscriptions -
Subscription actions -
Coupons -
Coupon actions -
Invoices -
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list ✓
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports -
Finance reports -
Exports -
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles -
Profile ✓
Section Role access
Home
Dashboard ✓
Payments
Orders -
Order actions -
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics ✓
Subscriptions
Products -
Product actions -
Subscriptions -
Subscription actions -
Coupons -
Coupon actions -
Invoices -
Section analytics ✓
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports ✓
Finance reports ✓
Exports ✓
Account settings
User management -
User management actions -
Documents -
Legal entities -
Event log -
Tax profiles ✓
Profile ✓
Section Role access
Home
Dashboard -
Payments
Orders -
Order actions -
Disputes -
APM dispute actions -
Fraud notifications -
Payment links -
Section analytics -
Subscriptions
Products -
Product actions -
Subscriptions -
Subscription actions -
Coupons -
Coupon actions -
Invoices -
Section analytics -
Fraud prevention
List -
List actions -
Rules -
Alert list -
Developers
Channels -
Apple Pay domains -
Apple Pay domain actions -
API logs -
Reports & Exports
Reports -
Finance reports -
Exports -
Account settings
User management -
User management actions -
Documents ✓
Legal entities -
Event log -
Tax profiles -
Profile ✓

This approach to permission management provides customized access levels, ranging from full administrative rights to more specific and limited permissions based on roles. It ensures effective oversight and supports business operations while protecting sensitive data.

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