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:
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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.
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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.
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Role Duplication: Quickly duplicate existing roles using the "Copy" feature to save time when creating similar roles.
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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.
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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:
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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.
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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:
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System Administrator: Manages new features and tests updates.
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Admin: Manages users, roles, and approvals.
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Initiator: Sends and tracks vendor invitations.
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Payments Approver: Approves payment submissions.
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Procurement: Oversees vendor updates.
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Reporting User: Accesses and runs reports.
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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!