Managing Permissions as a Portfolio Administrator

Follow these steps to configure and manage user permissions in the
Business Center
for
Unified Checkout
as a portfolio administrator:
  1. On the left navigation panel, navigate to
    Account Management
    .
  2. Click
    Roles
    to see a list of your user roles.
  3. Click the pencil icon next to the user role that you want to update.
  4. Click
    Payment Configuration Permission
    .
  5. Select the relevant permission for the specific user role you are editing. You can choose from these
    Unified Checkout
    permissions:
    • Unified Checkout View
    • Unified Checkout Manage
    • Unified Checkout Portfolio View (available for portfolio users only)
    • Unified Checkout Portfolio Manage (available for portfolio users only)
    IMPORTANT
    If all permissions are left unselected, the user has restricted permission. A
    no access
    message appears when the user tries to access the
    Unified Checkout
    digital product enablement pages. The user is advised to contact a customer representative.
    If a portfolio user has view permissions and does not have a management role, they can access the
    Unified Checkout
    pages, but they cannot modify toggles for different digital payments.