User structure & permissions

Account and users

PayGate Subscriptions has a flexible user structure allowing you to have multiple users in your organization or even multiple organizations, if you are serving such.

Here’s a bit more detailed description of the above:

  • Account
    • Has multiple Account users
      • Each Account user can operate on behalf  of any of the Merchants belonging to the Account
  • Merchant
    • Can exist individually or belongs to an Account
    • Has multiple Merchant users
      • Each Merchant user operates on behalf of his company (Merchant)
  • Partner
    • Belongs to one Account
    • Always belongs to one or more Merchant’s that belong to the same Account
    • Has multiple Teams
    • Has multiple Partner users always belonging to one or more Teams
      • Each Partner user operates on behalf of one of the Merchants that the Partner belongs to
 
See the following schema  for a more visual illustration of the above:
 

User permissions

On top of the flexible account-user structure, we also support flexible permissions system that allows for each user to be given different set of permissions as to what he can do inside PayGate Subscriptions.

Here’s a list of all the permissions currently existing, while we keep expanding this list as we add more features to application:

  • Team manager
    • Create team
    • Edit team
    • Delete team
    • Give the team access to one or more Clients only
  • User manager
    • Create user
    • Reset/create user password
    • Assign rights
    • Delete user
    • Edit user name/email
    • Change user type – Account, Client, Partner
    • Assign user to one Account or Client or Partner depending on his type
    • Assign a Partner user to a Team in that Partner
    • View list of all users in your Account/Client/Partner setup
  • Report manager
    • Download payment report
    • Download agreement report
    • Subscriber manager
    • View all subscribers
    • View list of Agreements on subscriber
    • View list of Transactions on subscriber
  • Agreements manager
    • View a list of agreements
    • Open agreement details page
    • Create agreement
    • Cancel agreement
    • View a list of cancelled agreements
    • View a list of accepted agreements
    • View a list of expired agreements
    • View a list of error agreements
    • View a list of new agreements
    • View a list of rejected agreements
    • View a list of created agreements
    • View a list of pending agreements