User roles

The Customer Area provides you with a user rights management system, which you can use to assign various roles to the user and specify the merchant account(s) the user should have access to. To set up different access roles to your Customer Area with different user rights, go to Account > Users.

Some of the roles are described below:

Role Description Permissions
API Clientside Encryption Payments role Allows submission of encrypted card details using the API. You must have completed the  SAQ A form  to use this service.

Decryption of client-side encrypted card data.

Perform authorisations using the PAL SOAP web service
API Payment RefundWithData Allows transfer of funds to shoppers. You must be PCI DSS compliant to use this service.

Transfer of funds.

Perform refund with data using the PAL SOAP web service

Confirm a withdrawal payout.
API PCI Payments role Allows submission of card transactions using the SOAP interface. You must be PCI DSS compliant to use this service.

Perform authorisations using the PAL SOAP web service

Perform PCI authorisations using the PAL SOAP web service

CallCenter user role

Gives access to the CallCenter web interface and use of the call center to perform payments.

Use this role when a shopper makes a call or sends a coupon/voucher to communicate their credit card number initiating an offline transaction.

Use the Call Center
Allow this merchant to do iDeal recurring
Allow this merchant to do recurring transactions
View the web interface
CallCenter user tokenization role

Provides a user with the ability to use tokens for recharges in the MOTO call center.

Use tokens for recharges in the MOTO call center.

Allow a (ws-user) to store a token (in recharge)
Use the Call Center
Access to Call Center token management
Allow this merchant to do recurring transactions
View the web interface
Change payment methods

Allows the user to change the active flag and weight of the payment methods.

 
Change the payment methods for a MerchantAccount
View details about the acquiring (e.g. raw response codes)
Change payout schedule

Allows the user to modify payout schedule settings.

Change payout schedule
Download POS libraries and Apps Provides a section on the Reporting page to download the app libraries. Allow downloading Android and iOS libs
General API Payments role Enables the merchant to submit non-card transactions using the SOAP interface.  
Google Maps Use google maps in manual review and the payment overview page Use google maps in manual review and the payment overview page
Merchant account management (MAM) Trusted merchant role

Allow merchants to specify their merchant account code.

Allow merchants to specify their merchant account code
Manage referral lists    
Manage received invoices (Debtor)

Enables a user to see invoices submitted by the Adyen payments platform.

View invoices as Debtor
Manage submitted invoices (Creditor) Enables a user to see invoices submitted by the merchant, see the dunning reports and edit the dunning templates. Allow to view Dunning reports
View invoices as Creditor
Add invoice to a Creditor
Edit Debtor notification templates
Edit Invoice letter templates
Allow to view MPL forecast reports
Manage test cards role Allows a user to add specific test card numbers or ranges used for making test payments. Allows the user to delete test cards
Allows the user to view test cards
Allows the user to create test cards
Merchant admin               
  • Enables the user to make changes to the account settings (including Fraud Control settings and Account settings).
  • Provides extensive user management to set up all possible roles and have access to all existing roles on the account.
  • View reports, subscribe to the Adyen payments RSS feed and manage system message subscriptions.
  • Provides access to a full audit trail for all users on the account.
  • View and change api urls, notification settings and skins.
  • View and change merchant account settings, edit and upload application forms.
  • View payments and disputes, change risk settings, manually review payments and upload dispute defence.
  • View, create, change, and delete users.
  • View bank account information.
                                            
Upload kyc to MAM
View conversion reports
View the reports menu
Upload kvk to MAM
Add or Edit system message subscriptions
View audit information for all users in the same group
Manage Referral Lists
Upload contract to MAM
View hidden API Urls for account
Full merchant system user management
Change the merchant's settings
Provide details for generating contract
Show the TxEvent of a Tx
Download rss feeds
Allow the supplying op dispute defense material
View Revenue Accelerate
View Risk Reports
Approve end of company testing phase and certification phase
Full merchant user management
View the Risk Configuration data
View detailed risk results
Change notification settings
View payment disputes
Upload passport to MAM
Change the Risk Configuration data
Create merchant for test environment
View uploaded dispute documents
View the disputes menu
Allow the closure of Company accounts
Edit hidden API Urls for account
Merchant application form Change and upload application form for new merchant accounts, without seeing all info of other accounts under the same company (mainly used for franchises and marketplaces)  
Merchant allow bank-refund role Refund payments where the payment method used is officially not refundable. The refund will be performed by a bank transfer and thus is not linked to the payment. Although the payment has been refunded, a chargeback can still occur with a direct debit. Allow refunds using the bank account
Allow to change owner of a bank account
Merchant Report Download role Download reports and payment list Download reports and payment list
Merchant Review See active merchant review processes for current account See active merchant review processes for current account
Merchant Rss feed role Download rss feeds Download rss feeds
Merchant allowed own password reset

Reset a password when doing a password reset request. When not allowed, the "admin" user has to change the password on their behalf.

This role is enabled by default for all user accounts created after July 11, 2018.

Allowed own password reset
Merchant change additional risk settings
  • Enable advanced risk settings like Device Fingerprinting and Persistent Cookies.
  • Enable the visibility of the advanced risk settings: Device Fingerprinting and Persistent Cookies.
See/ enabled Risk Device Fingerprint
See/ enabled Risk Persistent Cookie
Merchant change risk settings
  • Make changes to the Fraud control settings. This includes both the scores per fraud check as well as the individual lists used for the fraud checks e.g. referral list.
  • View and change the Fraud control settings: the scores per fraud check as well as the individual lists used for the fraud checks e.g. referral list.
Change the Risk Configuration data
View Risk Reports
View the Risk Configuration data
Manage Referral Lists
Merchant dispute management
  • Access the dispute management section where (potential) chargebacks are reported.
  • Upload dispute material to defend against disputes if applicable.
   
Add or Edit system message subscriptions
View the disputes menu
View payment disputes
Allow the supplying op dispute defense material
Merchant financial
  • Access the reporting section in the back-office and view the Merchant Potential Liability (MPL) overview.
  • Subscribe to the Adyen payments RSS feed and manage system message subscriptions.
  • View financial reports, Merchant Potential Liability (MPL) overview and transaction costs. Subscribe to RSS feed and manage system message subscriptions.
  • View bank account information.
Export the payment list in CSV format
View Revenue Accelerate
View conversion reports
View the reports menu
Show the MPL data of an account
Add or Edit system message subscriptions
Allow user to view payments transaction cost estimate section on the Payments page
Download generated reports
Download rss feeds
Merchant Fix POS Payments role

Cancel or capture POS payments.

Capture POS payment
Cancel POS payment
Merchant manage bank accounts

View and manage merchant payout accounts

Add and delete bank accounts
Edit bank account details
Merchant manage CallCenter Change the call center settings (e.g. the skin used for the call center). Change the CallCenter settings
Merchant PAL Webservice role Submit transactions through the Hosted Payment Pages (HPPs) and modifications using the SOAP interface. This role should not be disabled as it will prevent the merchant from processing transaction. 

Can cancel, capture and refund payments

Can use SOAP web services
Merchant Recurring role

Store payment details on the Adyen payments platform and use these to perform recurring payments.

Allows the user to perform recurring transactions
Allows the user to change the ShopperInteraction per transaction (on PAL/HPP)
Merchant manage payments

Refund, capture or cancel individual payments.

Refund payment
Cancel payment
Capture payment
Merchant manage payouts - thirdparty

Confirm or decline a payout, for a settlement to a third party supplier.

Confirm a thirdparty payout to be payed out
Decline a payout to a thirdparty supplier. Decline a thirdparty payout to be payed out
Merchant manage payouts - withdrawal

Confirm or decline a payout in the Customer Area (CA).

Confirm or decline a payout, for a withdrawal related to gambling or trading.

Confirm a withdrawal payout to be payed out
Decline a withdrawal payout to be payed out. Decline a withdrawal payout to be payed out
Merchant Manual Review role
  • View the manual review list and take manual review actions.
  • View risk results and oil splash.
  • Edit the referral list.
  • Manually review payments.
Export the payment list in CSV format
View payments in the merchant interface
Use Oil Splash Search
View detailed risk results
Manage Referral Lists
Manual Review Payments
Merchant POS Terminal Management Admin role
  • View terminals, POS release notes.
  • Change terminal and merchant / company account configuration.
  • Board and remove terminals.

 

  

 

 

 

Un-board POS terminals

Modify POS terminal and account settings for merchant admin

View POS terminal and account settings for merchant admin
View POS terminal settings for merchant

Modify POS terminal settings for merchant

View release note CA

Register a Pos terminal
Merchant POS Terminal Management role Allows user to manage terminal configurations.

 

 

View POS terminal settings for merchant

Modify POS terminal settings for merchant

View release note CA

Merchant POS Terminal View role

View terminals and POS release notes.

View POS terminal settings for merchant
View release note CA
Merchant Report role

Access to the reporting section in the back-office.

Download reports and to subscribe to RSS feeds.

View and download reports, download rss feed.

       
Export the payment list in CSV format
View Revenue Accelerate
View conversion reports
View Risk Reports
View the reports menu
Allow user to view payments transaction cost estimate section on the Payments page
Download generated reports
Download rss feeds
Merchant standard role

The most basic role available.

Allows log in to the Customer Area (CA).

Enables viewing rights across all merchant accounts that have been activated for the user. This includes viewing rights for the payments overview and accounts overview.

View the accounts menu
View payments in the merchant interface
View the documentation menu
View the support menu
View the config menu
View payments menu
Show the TxEvent of a Tx
Allow merchants to request the creation of new merchant accounts
View the web interface
View the raw acquirer response
Merchant submit batch modifications

Upload and execute batch files containing modifications.

Allow the submission of payment batches
View the payment batches menu
Merchant submit batch payments

Upload and execute batch files containing transactions.

Perform PCI authorisations using the PAL SOAP web service
Perform authorisations using the PAL SOAP web service
Allow the submission of payment batches
View the payment batches menu
Merchant system user management

View, change, create and delete users and system/webservice users. Access to the company account is needed to use this role

Full merchant user management
Edit ApplePay Certification settings of users
Full merchant system user management
Merchant technical integrator

Used by the party performing the integration with the Adyen payments platform.

Manage and view skins, and change notification settings.

view and change api urls, notification settings and skins

Manage HPP skins
Change notification settings
View skins menu
Edit hidden API Urls for account
View hidden API Urls for account
Merchant Update the Account Holder Name of Payment Details

Update the account holder name on the payment details page.

Update the Account Holder Name of Payment Details
Merchant use extended conversion tools

Use additional conversion tools and reporting.

See conversion reports for payment methods (e.g., PayPal, dotpay) and 3D Secure bank conversion reports.

Use extended conversion tools. See conversion reports for payment methods (e.g., PayPal, dotpay) and 3D Secure bank conversion reports.
Merchant user management

View, create, edit and delete users. Access to the company account is needed to use this role. A user can only view users they have set up themselves, and can only set up users with less or similar rights to their own.

Full merchant user management. View, create, edit and delete users. Access to the company account is needed to use this role
Merchant view Account Updater Reports (Adyen)

Enables a user to see the reports on the results of Adyen Account Updater Service.

Permission for merchants to view Account Updater reports (Adyen)
Merchant view Account Updater Reports (SmartPay)

View the reports on the results of SmartPay Account Updater Service.

Permission for merchants to view Account Updater reports (SmartPay)
Merchant view Amadeus ERetail ACK reporting role

View the reporting on expected and received Amadeus ERetail ACKs.

Allow the user to view Amadeus ERetail ACK reporting
Merchant view offers

View offers.

View offers menu
View offers
Merchant View Oil Splash role

View the shopper DNA Oil Splash and use the Oil Splash search functionality.

Use Oil Splash Search
Merchant view payouts

View the open and processed payouts in the Customer Area (CA).

View payouts menu. View the open and processed payouts
View payouts in the merchant interface
Merchant view POS Payment Report

View POS payment reports in the Reporting section.

View POS Payment Report
Merchant View Reconciliation role

View reconciliation for the account and associated reports such as ForeCast Report.

View reconciliation status
Merchant View Risk Results role

View the detailed risk check results for each transaction.

View detailed risk results
Merchant view risk settings

View risk configuration data and fraud control settings. This includes the both the scores per fraud check as well as the individual lists used for the fraud checks e.g. referral list.

View the risk configuration data

View the Risk Configuration data
Promote offers to sale The Promote Offers To Sale role allows the user to create a payment (Sale) from an offer. Allow to trigger an Offer to a Sale manually
P2PE Merchant change terminal state Trigger P2PE terminal events Trigger P2PE terminal events
P2PE Merchant View Role CA Allows the user to view P2PE Merchant Allows the user to view P2PE Merchant
Risk Admin

Access the risk management area, view and change risk configuration, manual review and referral lists. View disputes and upload defence material.

Export the payment list in CSV format

View payments in the merchant interface
View Risk Reports
Add or edit system message subscriptions
View the Risk Configuration data
View detailed risk results
Manage Referral Lists
View payment disputes
View Risk Calculator
Change the Risk Configuration data
Use Oil Splash Search
View the disputes menu
See/ enabled Risk Device Fingerprint
See/ enabled Risk Persistent Cookie
Manual Review Payments
Allow the supplying op dispute defense material
See external settlement reports

Allows users to see the external settlement report.

Allow to see external settlement reports
See installment reports

Allows users to see the installments finance reports.

Allow to see finance reports in installments
Upload chargebacks role

Upload a CSV file with psp references for which chargebacks are known to have occurred. The corresponding payment will be labeled as a chargeback in the system.

Manually upload chargebacks
View Acquiring Details

Add the acquirer information to the payment detail page and payment list configuration.

View details about the acquiring (e.g. raw response codes)
View or Block Merchant Bank Accounts

View payout details or block the payout merchant accounts.

View the Merchant Bank accounts
Request Block Merchant Payouts
View Block Merchant Payouts
View Risk Calculator Use the Risk Calculator. The combination with the Merchant Admin, the Merchant Change Risk Settings and the Merchant View Risk Settings role defines whether the user has permission to change or only view the risk settings.  View Risk Reports
View Risk Calculator