Assign roles and permissions to users You can manage your team—invite/add new users, assign roles, and (upcoming) update roles—through the Vaultera Switch Control Center. Currently, Vaultera Switch offers 13 default roles you can configure.

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Default Roles

Each default role comes with predefined permissions:
  1. Organization Admin
    • Full access to the platform, including user management, transaction oversight, system configuration, and reconciliation.
    • Can create new merchants from the dashboard.
  2. Merchant Admin
    • Full access to merchant-related information, including user management, transaction oversight, and system configuration.
    • Cannot create new merchants but can manage all other merchant operations.
  3. Profile Admin
    • Full control over profile-level operations, connectors, workflows, analytics, users, and merchant details.
    • Can manage and configure all aspects of the profile.
  4. Merchant Developer
    • Can create and manage API keys.
    • View access to operations, connectors, analytics, users, and merchant details, with permission to manage merchant details.
  5. Profile Developer
    • Can create and manage API keys for the profile.
    • View and manage access to operations, connectors, analytics, users, and merchant details.
  6. Merchant Operator
    • Can view and manage payment-related information, including refunds, mandates, and disputes.
    • View-only access to workflows, connectors, analytics, users, and merchant details.
  7. Profile Operator
    • Can manage payment-related operations at the profile level.
    • View access to connectors, workflows, analytics, users, and merchant details.
  8. Merchant IAM
    • Can invite or add users to the merchant account.
    • Restricted access to other modules, including operations, analytics, and merchant details.
  9. Profile IAM
    • Can invite or manage users within the profile.
    • Restricted access to operations, analytics, and merchant details.
  10. Profile View Only
  • View-only access to all modules: operations, connectors, workflows, analytics, users, and merchant details.
  1. Merchant View Only
  • View-only access to all modules within the merchant scope: operations, connectors, workflows, analytics, users, and merchant details.
  1. Profile Customer Support
  • Can view transaction details and customer information necessary for handling queries and support issues.
  • View access to operations, analytics, users, and merchant details.
  1. Customer Support
  • Can access transaction details and customer information needed for handling support queries.
  • View access to merchant operations, analytics, users, and merchant details.

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Permissions Matrix (Sample Categories)

PermissionOrg AdminMerchant AdminPayment OperatorCustomer SupportDeveloperIAMView Only
View operations✔✔✔✔✔✖✔
Manage operations✔✔✔✖✖✖✖
View connectors✔✔✔✖✔✖✔
Manage connectors✔✔✖✖✔✖✖
View workflows (routing, 3DS)✔✔✔✖✔✖✔
Manage workflows✔✔✖✖✔✖✖
View analytics✔✔✔✔✔✖✔
View team/users✔✔✖✖✔✔✔
Manage team/users✔✔✖✖✖✔✖
View merchant details✔✔✔✔✔✖✔
Manage merchant details✔✔✖✖✔✖✖
Create a merchant✔✖✖✖✖✖✖
These roles are structured to reflect typical operational hierarchies found in most organizations.

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Custom Roles

Custom roles let organizations define permissions tailored to their unique workflows and operational needs.
Custom roles can only be created at the merchant level.

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How to create a custom role:

  1. Go to Settings → Users in the Vaultera Switch Dashboard.
  2. Switch to the Roles tab and click Create Custom Role.
  3. Define the scope and set specific permissions for the new role.

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Assigning Roles and Permissions: Walkthrough

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1. Access User Management

Admins can navigate to Settings → Team on the dashboard to manage users.

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2. Create or Invite New Users

Add new team members by entering their details and assigning a role based on their responsibilities.
  • If email service is enabled, an invitation is sent via email.
  • If not, a user is created for the associated merchant_id with a random password that can be shared manually.

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3. Modify Existing Roles (Upcoming Feature)

Soon, you’ll be able to adjust roles for existing users to reflect changes in their responsibilities or positions.