Dex - Adding Roles to Users

For merchants, Dex's out-of-the-box roles include the following:

• Merchant Admin: The organization's owner who has maximum permissions and can invite new users to the organization.
• Merchant Manager: A role that enables the user to manage the organization's user records, but does not enable him or her to invite new users to the organization.
• Merchant User: A role that enables the user to perform daily activities like performing transactions and creating/maintaining customer data.
• Merchant Developer: A role that gives the user full API key management access and the ability to view the different screens in Dex.
• Merchant View-Only: A roles that only enables users to view the different screens in Dex.

For partners, Dex's out-of-the-box roles include the following:

• ISO - No Support: This role includes Partner Referrals and Partner Retail partners and is for Partners that are not integrated to Forte and do not need to offer support of Forte products to their own merchants.
• ISV - No Support: This role includes ISV Referrals and ISV Retail Partners and is for ISVs that are integrated to Forte but do not need to offer support of Forte products to their own merchants.
• ISV - Support: This role includes ISV Wholesale and ISV Retail support partners and is for ISVs that are integrated to Forte and need to offer support of Forte products to their own merchants.
• Developer: This role includes ISV developer partners that are integrated to the Forte platform.
• Partner View-Only: This role gives partners view-only access to the different screens in Dex.