Shift4 accounts have three standard levels of permissions available for users: Administrator, Editor, Viewer and a possibility to create multiple custom roles.

Check below to learn the differences among user permission levels as well as how to add/remove account access. 

Permission levels

• Administrator - the administrator can view and edit account settings and also view and edit data, for example refund a charge.

• Editor - the edit permission level allows viewing and editing data, for example refunding a charge. However, this permission level doesn't have access to account settings.

• Viewer - the view permission level allows only view data. No data editing is possible, nor viewing and editing account settings.

• Custom - administrator may grant permissions to various parts of dashboard (eg. users, logs, blacklists) at will. Permissions may be changed dynamically.

It is possible to change user's role after assignment 

Owner

The Owner has the same permissions as a regular Administrator. It allows you to identify the main person responsible for the account. Unlike Administrator, User with Owner role is by default assigned to all processing account they create.

The first user on a newly created account is assigned the Owner status by default.

Transferring ownership

1. Navigate to the Users section in Account Settings. 

2. Unfold context menu next to a user to whom you intend to pass ownership  
   
   

   Delete

   Warning

   The next step implies a permanent change.

   
   

3. Choose Transfer Ownership option.

4. Confirm your choice by clicking Transfer in the newly opened window.
   
   

Inviting a user 

1. Using the drop-down menu in the back office's upper right, select the account to which you wish to invite users.
   

2. Click on the account name.

3. Click on Account Settings.

4. Navigate to the Users section.

5. Click on the Invite user button. 

6. Provide the email of the new user in the email field. 

7. Select permission level or create a custom role. 

8. Click on the Invite button. 

9. Until the invited user logs for the first time through a link they receive in an email invite they user will have status Pending Invitation

Deleting a user 

1. Using the drop-down menu in the back office's upper right, select the account to which you wish to invite users.
   

2. Click on the account name.

3. Click on Account Settings.

4. Navigate to the Users section.

5. Unfold context menu next to a user whom you intend to delete
   
   

   Delete

   Warning

   The next step implies a permanent change.

   
   

6. Choose Delete user option.

7. Confirm your choice by clicking Delete in the newly opened window.