Understanding Roles

Overview

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 generic, predefined roles and permissions for merchants:

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

*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.

Assigning Users to a Role

To add one or more users to a role, complete the following steps:

  1. Click Manage > Users in the Dex menu to access the Users Datagrid. To find the specific user, type his or her Name or Username (e.g., email) into the Search field. You can also use the Status filter to narrow down the list of users according to Active status within a specified date range.
  2. Click the row on which the desired user's record displays. Dex displays the User's Details Screen.
  3. Click the Add to Role button displayed in the "Roles" section. The Add User to Role Modal displays.
  4. Click the checkboxes next to the role(s) you want to give the user. NOTE: You cannot assign a user to a role with more permissions than your own role.
  5. Click the Add to Role button. Dex returns you to the User's Details Screen with the new role(s) listed in the "Roles" section.