Core capabilities and role-based access model
Dashboard is a unified interface intended for use by employees of the merchant. It supports a full range of required features, and it implements a role-based access model in order to distribute rights to access different features among various specialists (with consideration of organization structure and other factors).
This section describes core capabilities, supported access roles and their specific characteristics as well as granting access rights to different roles.
Capabilities
- Monitoring and analysing payment processing—users are able to view, filter, search, and visualize data on both completed payments and payments in-progress.
- Executing financial operations—users are able to perform various types of purchases, issue payouts and refunds (both full and partial).
- Financial accounting and reporting—users are able to prepare and view various reports with access to the balance sheets.
- Interface access administration—users (with appropriate permissions) are able to manage user accounts and distribution of access roles as well as to monitor user actions and to view settings of available projects as well as to configure URLs to return customers to the project after payment.
To access one or more of these capability categories, the following roles are used.
User account roles
The following roles with the corresponding capabilities are used in Dashboard when access rights are distributed:
| Support | Operations | Finance | Risks | Merchant admin | |
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Monitoring payments |
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Analysing payments |
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Executing financial operations |
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Financial accounting and reporting |
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Interface access and project administration |
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| These roles are normally assigned to employees with the following job titles: | |||||
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The roles are fixed; in other words, the merchant cannot create any new roles. However, for certain user accounts the permission set determined by the role can be modified; also, a single user account can take on several roles simultaneously. This widens the range of permissions available to the user by combining permissions initially only available in separate sets of the default selection. For instance, if a user account with the Operations role access requires rights to view the balance sheet, then you can grant this user account the access rights of the Finance role which permits viewing balance information in Finance section.
User accounts with the assigned Merchant Admin role are granted a full set of permissions to access all merchant's projects, and such user accounts can only be created by Rocketpay technical support specialists. User accounts with permissions granted by other roles (including accessing projects) can be created and configured by the merchant's employees with the assigned Merchant Admin role. It is important to keep in mind, however, that permissions granted to a user account apply to all projects which this user account is allowed to access. There is no selective applicability of permissions depending on the project that a user account has access to.
Access rights
Access rights to work with different sections of Dashboard are distributed among the roles as follows.
| Support | Operations | Finance | Risks | Merchant admin | |
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| My team | |||||
| Managing user accounts | |
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| Finance | |||||
| Viewing the balance sheet | |
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| Reports | |||||
| Viewing and managing reports | |
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| Payments | |||||
| Viewing payments list | |
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| Configuring the list's display mode | |
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| Viewing payment's detailed information | |
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| Issuing refunds | |
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| Performing capture operations | |
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| Performing cancel operations | |
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| Payment links | |||||
| Viewing the list of payment link purchases | |
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| Creating payment links | |
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| Deactivating payment links | |
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| Manual Payments | |||||
| Viewing payouts list | |
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| Configuring the list's display mode | |
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| Viewing payment's detailed information | |
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| Issuing payouts | |
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| Issuing refunds | |
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| Performing capture operations | |
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| Performing cancel operations | |
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| My profile | |||||
| Editing user account's general information | |
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| Managing Data API tokens | |
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| Managing technical support bot | |
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| Analytics | |||||
| Viewing Analytics section | |
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| Managing analytic boards | |
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| Projects | |||||
| Viewing projects | |
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| Editing project settings | |
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