Permissions can be granted by admin users as they create and manage other team users.

As an admin user, you can the grant any of the permissions you have enabled for your admin level. For example, if you're an "Admin" with all permissions, you can assign various permissions to a new user (Admin User B). However, Admin User B will only be able to grant the permissions they received to another new user (User C).

How to Grant User Permissions

1. Log in to the TabaPay Portal and select Users.

   The Users page appears.

2. Select the Actions dropdown on the desired user row, and choose Edit User.

   The User menu appears.

3. Edit the user's permission by selecting or deselecting any of the permissions options.
4. Scroll within the Permissions section and to find each of the subsections.
5. Check/uncheck the user’s permission as needed
6. Click Save to save and update the user’s permission.

Data Permissions

Data permissions allow administrators to control what information portal users can access. This ensures each user only sees data relevant to their role and prevents unauthorized access to sensitive or restricted information.

Every data field in the Portal is assigned to a specific permission group, and users must have the corresponding permission to search, filter, or view those fields.

Permission Categories

General Access Data: Standard data that is automatically available to all users.

PII Data: Sensitive personally identifiable information that requires elevated permission. Only users granted this permission can search, filter, and view PII fields.

• Examples: Cardholder or account holder first name and last name, address, account number, phone number

Masked Data Handling

Some data fields, such as PII data fields, are masked for security purposes.

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View Unmasked Data Permission

To request access to the View Unmasked Data permission, please contact your organization’s admin. Your admin can then submit a request to [email protected].

Users must have the View Unmasked Data permission to see the full, unmasked value of a field. Without this permission, the Portal will display masked versions of the data.

Transactions

• View Transaction Summary: Allows viewing of transaction summaries, including total counts, amounts, and limits for Pull and Push transactions.
• View Transaction List: Enables access to recent transactions and their details.
• Search Transactions: Grants the ability to search for transaction details.
• Create Pull/Push Transaction: Allows creation of Pull or Push transactions.
• Create Payment Request: Allows the creation of a payment request.
• Void/Reverse/Refund/Delete Transactions: This enables the user to perform these actions on transactions, visible through a specific button on the transaction details page.

Reports & Invoices

• View Reports: Users can view and download reports.
• View Invoices: User can view and download invoices.

Manage Users

• Create Users: Enables creating new users, setting their permissions, and sending invites.
• Edit Users: Allows modification of user permissions.
• Delete Users: Grants the ability to remove a user's access from the portal. This only removes the user’s access, it does not delete the user’s data.
• View User Activity: Users can view the activities of portal users.
• Export User List: Enables exporting the user list.

4. Select Save when you are done, selecting/deselecting the correct options.

Note: Users with any "Manage Users" permission can view and search the user list. Without these permissions, the "Manage Users" section under settings will not be visible.