DEX – PAYMENTS MANAGEMENT PLATFORM

DEX:

UNDERSTANDING ROLES

All Dex users must be assigned to at least one role.  Dex uses Roles-Based Access Control (RBAC) protocols to define user roles.  Roles are sets of individual permissions for a user and are tied to the organization(s) to which the user belongs.  A user can have more than one role and hence, more than one set of permissions.  Permissions control what a user can access and what tasks he or she can perform.

MERCHANT ROLES

Dex comes with the following predefined roles and permissions for merchants:

Resource
Permission
Merchant Admin
Merchant Manager
Merchant User
Developer
View Only
Addresses Create X X X    
Delete X X X    
Read X X X X X
Update X X X    
API Keys Create X     X  
Delete X     X  
Read X     X  
Update X     X  
Customers Create X  X X    
Read  X  X X  X  X
Update  X  X  X    
Disputes± Read X        
Update X        
Documents Create X        
Delete X        
Read X X X X X
Update X        
Funding Entries Read X X X X  
Invitations Create X        
Delete X        
Read X X X X X
Update X X      
IP Whitelist Read X        
Update X        
Locations Read X X X X X
Payment Methods Create  X  X  X    
Delete  X  X  X    
Read  X  X  X  X X
Update  X  X  X    
Roles Read X X      
Settlements Read X X X X X
Transactions Auth X X X    
Capture X X X    
Disburse* X        
Force X X      
Read X X X X X
Resubmit X X      
Sale X X X    
Verify X X X    
Void X X X    
Users Delete X        
Invite X        
Read X X X X X
Update X X      

*Only Merchant Admin users can perform disburse/credit transactions. To assign this permission to a Merchant Manager or Merchant User, the Admin must assign users to the Create Credit role. ‡Merchant Admins can assign other users to the Dispute Manager role, which will enable them to view and update disputes. The permissions inherent in these roles cannot be modified.

 

© CSG Forte

CSG Forte Payments, Inc. is a registered ISO of Wells Fargo Bank, N.A., Concord, CA NMLS # 1986669.