Admin Teams

You can setup a admin team members, giving them various access. We'll discuss what each access role can do shortly.

Add an Admin Member

Start by clicking "Admin Users" in your left hand menu. Next click on Add Admin User.

You will see a popup where you will need to fill out this Admin User's first name, last name, email, a password and which role they will be assigned.

• Super Admin

• Manager

• Support

• Fraud Analyst

• Chargeback Analyst

For security, you may wish to restrict all IPs for this login except for those you specify. If this fits your use case, toggle on the "Enable IP restriction". In the box that appears add the IPs (one per line) of those you wish to have access using this particular login.

When finished, click the green "Create User" button.

Remove or Edit an Admin Member

Removing and/or editing an admin member is easy. Click on the three dots (...) next to the team member and click "Delete User". Verify their deletion in popup box.

In this same menu, you can "Edit User" to change their name, password, role or IP restrictions.

Roles and Descriptions

Here are the roles you can choose from when adding or editing a user, along with what each one does.

Super Admin

• Is able to do account take over

• Is able to create/remove Managers (& all other users)

• Can do any/all system actions, and view any admin reporting.

Manager

• Is able to do account taker over

• Is able to create/remove Support/Fraud Analyst/Chargeback Analyst. THEY CANNOT CREATE AN ADMIN OR OTHER MANAGERS.

• Can do any/all system actions, and view any admin reporting.

Support

• What support users do:

  • Is able to do account taker in view mode only. They should not be able to actually modify anything within an account. They will be the link between viewing a clients account, and information/help within the system.

  • Can make support tickets for clients.

  • This role can create tickets, or provide live support for clients experiencing issues.

  • Monitors intercom and tries to answer various support requests, which could be having a fraud analyst or chargeback analyst review a case.

• What support users CANNOT do:

  • Cannot create any users.

  • Cannot update/modify resources within the system. They are view only users who will assist clients through intercom to help them get the information they need to action their account, or confirm other things within the account.

Fraud Analyst

• What fraud analystis do:

  • Fraud Analyst is somewhat of a Super support user. They can modify resources within an account, such as, stores, rules, rulesets, enrollments, and other elements regarding the account setup.

  • Help setup and modify client accounts to the desired level of fraud protection, and chargeback mitigation protection (including setting up and modifying stores + rules/rulesets).

  • Setting up enrollments into the various chargeback services.

• What fraud analyst's CANNOT do:

  • Are not able to do account take overs

  • Fraud analysts cannot access (or update) account billing, users, or other account

Chargeback Analyst

• What the chargeback analysts do:

  • Attempt to match the manual alert/rdr/other matching queue. If we can’t programmatically resolve an alert, they’ll attempt to match it manually with modified searches, or attempt to resolve the issue preventing the API from matching.

  • Build chargeback responses to submit to the banks for review (e.g. fight chargebacks).

• What chargeback analysts CANNOT do:

  • Are not able to do account take overs