Merchant Portal Roles

Everyone who uses the Merchant Portal has one role. The role decides what they can see and change.

Roles

Role	What they do
Organization Admin	Everything, for every merchant account in the organization, including adding users.
Merchant Admin	Takes and refunds payments, handles disputes, sees reports and payouts, manages bank accounts, and edits merchant branding and emails.
Finance	Takes and refunds payments, handles disputes, sees reports and payouts, manages bank accounts, cashes out, and changes organization settings.
Customer Support	Takes and refunds payments, handles disputes, and edits merchant branding and emails.

Organization Admins see every merchant account in the organization. Everyone else only sees the merchant accounts they are given access to.

	Organization Admin	Merchant Admin	Finance	Customer Support
See payments	✅	✅	✅	✅
Take payments and manage saved cards	✅	✅	✅	✅
Refund payments and handle disputes	✅	✅	✅	✅
See reports and the dashboard	✅	✅	✅	❌
See payouts, statements, and tax forms	✅	✅	✅	❌
Manage bank accounts	✅	✅	✅	❌
Cash out, apply for capital, and update onboarding details	✅	❌	✅	❌
Edit a merchant's branding and emails	✅	✅	❌	✅
Change organization branding, and set surcharges and saved card settings	✅	❌	✅	❌
Add users and change roles	✅	❌	❌	❌

An Organization Admin invites users and picks their roles under Users. Your team can also invite them from the Admin Portal.
When you onboard a merchant with the Merchant Accounts API, the person you invite becomes an Organization Admin. To give them a different role, set role to MerchantAdmin, Finance, or CustomerSupport.

Your own team uses the Admin Portal, which has different roles. See Admin Portal Roles.