Apart from standard roles Shift4 Dashboard offers a possibility to create an unlimited number of custom roles. Unlike standard ones, they can be edited or deleted through Manage Users option. Custom roles are assigned to a merchant account.

There are two ways to create a custom role:

• through Manage Users button
• upon inviting a new user

Scope of custom roles

Customization allows to limit user's privileges to view or to edit almost every tab in your dashboard and accounts settings individually. 
 

Creating a custom role through Manage Users button

1. Log into account as the Owner or an Administrator
2. Go to Account Settings, Users tab,
3. Choose button Manage Role and then - Create A New Role
4. Add name to the new role; description is optional
5. Through ticking boxes from the list you can assign privileges to your custom role, then confirm by clicking Create
6. Once created, the new role will be available in the user invite screen, eg. Reporting is a custom role
7. Unlike standard roles, custom ones can be edited or deleted through Manage roles screen

Creating a custom role upon inviting

1. Log into account as the Owner or an Administrator
2. Go to Account Settings, “Users” tab
3. Click Invite user
4. Choose Custom on the invite screen
5. Tick boxes with privileges you need to assign
6. Confirm your choices
7. Send an invite to a user
   
   
   

   Disclaimer

   Custom role created upon inviting is not saved for future use