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
- Has multiple Account users
- 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