SSO/Login & User Permissions
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      Roles and Permissions

      The “Roles and Permissions" feature is designed to streamline user role and permission management within PaymentWorks. This tool enables self-service, empowering Payer Admin Users to create, modify, and control roles with ease.

      Key Features:

      • Roles and Permissions Table: A new, centralized hub for managing user roles. View all roles, their descriptions, and last modified details. Access to this table is restricted to users with the appropriate permissions.

      • Role Creation and Editing: Easily create new roles or edit existing ones. Simply click "Create Role" or "Edit" to define role names, descriptions, and permissions.

      • Role Duplication: Quickly duplicate existing roles using the "Copy" feature to save time when creating similar roles.

      • Remove Role: Safely remove roles with a confirmation process to avoid accidental deletions. The system will alert you if the role is still in use.

      • Search and Export: Find specific roles with the new search bar and export role details to a CSV file for easier reporting and analysis.

      Access Control Enhancements:

      • System Administrator Role: Automatically assigned to payer admin users, this role receives new permissioned features by default, allowing you to manage and test new capabilities before rolling them out to your team.

      • PW Reviewer Role: This role, vital for PaymentWorks fraud operations, is now hidden from non-staff users to prevent unauthorized changes.

      Default Roles in PaymentWorks:

      • System Administrator: Manages new features and tests updates.

      • Admin: Manages users, roles, and approvals.

      • Initiator: Sends and tracks vendor invitations.

      • Payments Approver: Approves payment submissions.

      • Procurement: Oversees vendor updates.

      • Reporting User: Accesses and runs reports.

      • Vendor Approver: Manages the onboarding process.

      Review the Self Service Roles and Permissions Release Notes & Configuration Guide for more detailed information about roles and permissions.

      Check out our video tutorial to see more about Roles and Permissions!

       

      Also check out our video tutorial to see more about System Admin Roles, Permission, & Emulation