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User-management icon

User roles

The Customer Area provides you with a comprehensive user management system. To give access to different user roles, go to Account > Users.

You can assign roles to both System users and Customer Area users.

System user roles

Some of the roles for System users are described below:

Role Description Permissions
API Client-side 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.
Checkout web service role without CSE Allows the user to use the Checkout APIs.
  • Make Checkout API calls
  • Allow the use of 3D Secure
  • Use SOAP web services
Checkout encrypted cardholder data Allows the system user to send data encrypted by CSE to Adyen via the Checkout API.
  • Decrypt client-side encryption data
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 PAL Web service role

This role is enabled by default. Do not disable; that would prevent the merchant from processing transactions.

This role allows the user to:

  • Submit POS payments.
  • Submit transactions through the Hosted Payment Pages (HPPs)
  • Submit modifications using the SOAP interface.
  • Allow POS transactions in the PAL SOAP web service
  • Register a POS terminal
  • Allow firmware download for POS devices
  • 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 Report Download role Download reports and payment list Download reports and payment list
Merchant Rss feed role Download rss feeds Download rss feeds

Customer Area user roles

Some of the roles for Customer Area users are described below:

Role Description Permissions
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 system 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
CNIL compliant user role This role is for meeting the French Commission nationale de l'informatique et des libertés (CNIL) compliance rules. It prevents the user from being able to see a shopper's fraud score. Hide fraud score and risk results page.
Download POS libraries and Apps Provides a section on the Reporting page to download the app libraries. Allow downloading Android and iOS libs
Merchant account management (MAM) Trusted merchant role

Allow merchants to specify their merchant account code.

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

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

View invoices as Debtor
Manage referral lists View and change the referral list risk checks.
  • Manage Referral Lists
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.
  • Allow the user to delete test cards
  • Allow the user to view test cards
  • Allow 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).
  • Do 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.
  • Have 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 deactivate users.
  • View bank account information.
  • Upload KYC documents to Adyen
  • View conversion reports
  • View the reports menu
  • Upload business documents
  • Add or edit system message subscriptions
  • View audit information for all users in the same group
  • Manage Referral Lists
  • Upload contract to Adyen
  • 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 of 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 Adyen
  • 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 Review See active merchant review processes for current account See active merchant review processes for current account
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/enable Risk Device Fingerprint
  • See/enable 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 of 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 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.
  • Decline a payout to a third-party supplier.
  • Confirm a third-party payout to be payed out
  • Decline a third-party 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.
  • Decline a withdrawal payout to be payed out.
  • Confirm 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 the user to manage terminal configurations.

  • View POS terminal settings for merchant
  • Modify POS terminal settings for merchant
  • View release note CA
Merchant POS Terminal Support role Allows the user to view terminals and stores, and move terminals between merchant accounts or stores.
  • Register POS terminals
  • Un-board POS terminals and cash registers
  • View POS terminal configuration
  • View POS release notes
  • View the status of stores
Merchant POS Terminal View role

View terminals and POS release notes.

  • View POS terminal settings for merchant
  • View release note CA
Merchant re-authorise payments Allows the user to re-authorise transactions that have been cancelled after a POS capture has not arrived. Re-authorise payments
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 logging 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 accounts overview.
  • View the accounts menu
  • View the documentation menu
  • View the support menu
  • View the config 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 System Messages Role Allows a user to subscribe to system messages.
  • Add or edit system message subscriptions
  • View the web interface
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 deactivate users and system/web service 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 terminal order and replacement role

Allows the user to place orders for:

  • New terminals
  • Returning broken terminals
  • Replacing terminals
  • View POS terminal orders
  • Place POS terminal orders
  • Place POS terminal replacement orders
  • Update contact details
Merchant terminal order role

Allows the user to place orders for:

  • New terminals
  • Returning broken terminals
  • View POS terminal orders
  • Place POS terminal orders
  • Update contact details
Merchant terminal replacement role Allows the user to place orders for:
  • Replacement terminals.
  • View POS terminal orders
  • Place POS terminal replacement orders
  • Update contact details
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., iDEAL, 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 deactivate 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 deactivate 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
POS Terminal Registration role Allows the user to register a new POS terminal. Register a POS terminal
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
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/enable Risk Device Fingerprint
  • See/enable Risk Persistent Cookie
  • Manual Review Payments
  • Allow the supplying of 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 payments Allows the user to access the payments list and payment search pages.
  • View payments menu
  • View payments in the merchant interface
    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