Users

Give your team members access to the Customer Area.

In your Customer Area, you can give your team members access to your merchant account by creating users. Each user has roles that control what they can see and do.

You can:

Create users and choose their login method and roles.
Manage roles and account access after a user is created.
Deactivate users who no longer need access.

Requirements

Before you begin, take into account the following requirements, limitations, and preparations.

Requirement	Description
Integration type	You must be onboarded as a franchisee by your franchisor. For more information, see Onboarding.
Customer Area roles	To manage users, you must have the following role: Merchant user management.

How it works

Initial setup: When you are onboarded, Adyen creates an admin user for your organization.
Team provisioning: The admin user creates users for other team members and assigns their roles and merchant account access.
First login: New users receive an email to verify their email address.
- Email and password users set a password and must set up multifactor authentication (MFA).
- Single sign-on (SSO) users log in through their franchisor's platform with no additional setup.

View all users

To view users:

Log in to your Customer Area.
Go to Settings > Users.

This opens the Users page, with a list of all users, the merchant accounts they have access to, and when they last logged in.

Create a user

To create a user:

Log in to your Customer Area.
Go to Settings > Users.
Select Create new user.
On the User details page, select a login method and enter the Username and Email.
Select Continue.
For Accounts, select which merchant accounts the user can access. You can only give access to accounts that your own user already has.
For Roles, assign the roles the user needs. You can only assign roles that your own user already has.
On the Summary page, review the details and select Create user.

The new user receives an email to verify their email address and set a password. On their first login, they must also set up multifactor authentication.

This verification link is valid for 24 hours. If the link expires, you must send a password reset email to the user.

Send a password reset email

If a user does not verify their email address or set their password before the link expires, send them a password reset email:

Log in to your Customer Area.
Go to Settings > Users, and select the user.
On the User details page, select Send password reset.

The user receives an email to create a password for their account.

User roles

Roles control what a user can do in the Customer Area. The following roles are recommended for franchisee users:

The franchisee owner gets some roles by default. You can add more Customer Area roles, but Adyen recommends only the roles listed here.

Role	Enabled by default	Permissions
Merchant standard role		The user can log in to the Customer Area.
View key payments data		The user can access a simplified set of payment data in Look up payments: View all payments View key data fields such as date, amount, card number, and payment method This does not include shopper details, risk data, or technical metadata. For full payment data, use the View payments role instead.
Merchant View PII		The user can view sensitive shopper data such as billing addresses, card details, and IP addresses. Accessing unmasked PII can affect your PCI DSS compliance level.
Export payments		The user can export the list of payments.
Refund payments		The user can refund a payment.
Cancel payments		The user can cancel a payment.
Capture payments		The user can capture a payment.
Merchant dispute management		The user can manage payment disputes, which include chargebacks and RFIs, and upload defense documents.
Pay by link interface		The user can create payment links through the Customer Area and Pay By Link App.
Hosted checkout and Pay by link settings		The user can configure the Hosted Checkout and Pay by Link payment pages.
Manage key financial tasks		The user can perform the following tasks: View payouts, invoices, and balances Top up balances Edit invoice contact details For comprehensive financial data, use the Merchant financial role.
Merchant manage bank accounts		The user can manage bank accounts to receive payouts. For more information, see Getting paid.
Generate key financial reports		The user can generate and download the following reports: Invoices Aggregated settlements Settlement details Interactive payment accounting (IPAR) Payment accounting report Received payment details report 1099-K Completed Form For all reports, use the Generate reports or Download reports role.
Manage terminals		The user can perform these actions at the merchant account level: View stores View and assign terminals Order, return, and replace terminals For more actions, use the Merchant POS roles.
Merchant user management		The user can create and edit users. They can only assign roles and account access that they already have.
View account settings		The user can view and manage account settings.

Add or remove roles

After you create a user, you can change their roles or the merchant accounts they have access to.

You can only assign roles and account access that your own user already has. For example, if you do not have the View key payments data role, you cannot assign it to other users. This restriction also applies to merchant accounts.

To add or remove user roles:

Log in to your Customer Area.
Go to Settings > Users, and select the user.
On the User details page, select Roles or Accounts, then select Edit.
Select Save.

Deactivate a user

To remove a user's access, you must deactivate them. For auditing purposes, you cannot delete users.