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Users

The Users section allows you to view and manage users associated with a merchant account. You can add new users, see roles and statuses, and delete users with 🗑:

hub users

Clicking Add new User will display the Create User pop-up:

create user popup

  • Full Name: Enter the full name of the user

  • Email: Enter the user's email address

  • Phone Number: Enter the user's phone number, including the country code

  • Culture Name: Select the user's preferred language and region settings from the dropdown menu (e.g., English (United States)).

  • Role: Select the appropriate role for the user from the dropdown menu (listed in order of increasing permissions, excluding Merchant Developer):

    • Merchant Support Agent

      • List plans, view transaction/order details; payment history including refunds; upcoming payments; audit logs
      • Print plan statements
      • Ship, i.e., charge a plan that has previously only been authorized

    • Merchant Cashier

      • List plans, view transaction/order details; payment history including refunds; upcoming payments; audit logs
      • Print plan statements
      • Ship, i.e., charge a plan that has previously only been authorized
      • Create plans using Splitit Go

    • Merchant Manager

      • List plans, view transaction/order details; payment history including refunds; upcoming payments; audit logs
      • Print plan statements
      • Ship, i.e., charge a plan that has previously only been authorized
      • Create plans using Splitit Go
      • Issue full and partial refunds
      • Manage chargebacks
      • Manage the overall merchant account, including
        • customizing plan design (logos),
        • viewing terminals and credentials
        • selecting journey emails and webhooks
      • View reports and invoices

    • Merchant Account Owner
      Has full permissions and can perform all actions, including:

      • List plans, view transaction/order details; payment history including refunds; upcoming payments; audit logs
      • Print plan statements
      • Ship, i.e., charge a plan that has previously only been authorized
      • Create plans using Splitit Go
      • Issue full and partial refunds
      • Update cards
      • Manage chargebacks
      • Manage the overall merchant account, including
        • customizing plan design (logos),
        • viewing terminals and credentials
        • working with users (edit name, email, phone number, culture, and role; can add users and delete users)
        • selecting journey emails and webhooks
      • View reports and invoices
      • View and customize sales data on the home dashboard

    • Merchant Developer

      • List plans, View: transaction/order details, payment history including refunds, upcoming payments, audit logs
      • Print plan statements
      • Ship, i.e., charge a plan that has previously only been authorized
      • Create plans using Splitit Go
      • Issue full and partial refunds
      • Update cards
      • Manage the overall merchant account, including
        • customizing plan design (logos),
        • viewing terminals
        • edit integration credentials
        • selecting journey emails and webhooks
      • View reports and invoices
      • View and customize sales data on the home dashboard

Click the Create button to save the new users and add them to the system.