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Managing permissions for a particular user role

Version: V4.4
Added on: 10/14/15
Time: 15 min
Category: Tutorials

Useful Terms

Permission     Privileges     Security Role    

Managing permissions for a particular user role

  1. Are you ready?

    In this tutorial we are going to learn how to manage Permissions for a particular user role. The system allows to control the access of all types of user roles within the system. It is possible to limit access within a particular user role to accomodate different business needs. In this tutorial, we will customise Merchant 1 permissions that are frequently granted to users collectively. Thus, when a user is created a particular role can be assigned instead of a large number of individual permissions. In the gateway system, there are twelve security roles that belong to four groups (System, Portfolio, Reseller, Merchant, Customer). Security roles are organized hierarchically from System 2 (the highest security level with the largest number of permissions) to Customer 1 (the least number of permissions). To learn more about permissions based security mechanism, review this guide." >Security Role to restrict the ability of users with this role to do certain operations. In particular, we will limit their ability to make any modifications to transactions.
    To see the full list of permission configurations, click here.
    We will use the following parameters:
    Access Policy Role: Merchant 1
    Group: Transactions
    /sale/~modify: deny
    /credit/~modify : deny
    /void/~modify: deny
    /refund/~issue-refund: deny
    /refund/~issue-refund-90: deny
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Securitybutton in the top section of the screen and select Access Policy menu item.
  5. Locate   Access Policy Role List  groupbox
  6. Select Merchant 1 in Namecolumn
  7. Click   Modify Rolebutton
  8. Locate   User Access Policy  groupbox
  9. Select transactions in Groupdropdown
  10. Select /sale/~modify in Permissionscolumn
  11. Locate      and check it off.
  12. Select /credit/~modify in Permissionscolumn
  13. Locate      and check it off.
  14. Select /void/~modify in Permissionscolumn
  15. Locate      and check it off.
  16. Select /refund/~issue-refund in Permissionscolumn
  17. Locate      and check it off.
  18. Select /refund/~issue-refund-90 in Permissionscolumn
  19. Locate      and uncheck it.
  20. After you are done, your screen will look similiar to the screenshot.
  21. Locate     Save  button
  22. Congratulations, you are done!

    You have learned how to manage permissions for a particular user role. Now you can do this by yourself.