Dex - Adding Roles to Users

Modified on Wed, 7 Jan at 11:03 AM

Merchant Roles (Permissions & Restrictions)

Dex's out-of-the-box roles

Partners

Reseller View Only
This role can only view information.
- Can View
  - Customers
  - Merchant's Custom Fields
  - Transactions
  - Funding
  - Locations
  - Payment Methods
  - Reports
  - Schedules
  - Webhooks
  - Exports/Export Templates
- Can Create/Delete
  - Custom Export Templates
ISO No Support
This role is able to view information, and update disputes and the IP Allowlist.
This role does not have access to manage credentials.
- Can View
  - Organizations
  - Customers
  - Custom Fields
  - Partner Dashboard
  - Transactions
  - Funding
  - Location
  - Merchant Applications
  - Payment Methods
  - Reports
  - Schedules
- Create
  - Sales Rep
- Can View/Update
  - Disputes
  - IP Whitelist
  - Recollect Options
- Can Create/Delete/View
  - Custom Export Templates
  - Users
  - Documents
ISV - No Support
This role is able to view information, update disputes and the IP Allowlist and manage credentials and developer resources.
- Can View
  - Organizations
  - Customers
  - Custom Fields
  - Transactions
  - Partner Dashboard
  - Funding
  - Locations
  - Merchant Applications
  - Payment Methods
  - Reports
  - Schedules
- Can Create
  - Legacy Credentials
  - Sales Rep
  - Gateway Account
- Can View/Update
  - Disputes
  - IP Whitelist
- Can Create/Delete/View
  - API Credentials
  - Custom Export Templates
  - Users
  - Documents
ISV Support
This role can view and create most things including Gateway Accounts and Credentials.
- Can View
  - Organizations
  - Transactions
  - Partner Dashboard
  - Merchant Applications
  - Reports
- Can View/Update
  - Disputes
  - IP Whitelist
  - Recollect Options
- Can Create
  - Gateway Account
  - Sales Rep
- Can View/Create
  - Legacy Credentials
- Can Create/Delete/View
  - Customers
  - Custom Fields
  - API Credentials
  - Custom Export Templates
  - Custom Payment Notifications
  - Payment Methods
  - Paypal Notifications
  - Documents
  - Schedules
  - User
Sales Rep
This role can be added as an additional role which gives the user permission to create Rate Plans. This role is needed to create Rate Plans.
- Can View
  - Organization
  - Buy Rates
  - Transactions
  - Custom Field
  - Locations
  - Merchant Applications
- Can View/Create/Delete
  - Custom Export Templates
  - Rate Plans