User Access Permissions
Access Levels and Permissions for Super Admin, Admin, and Agent
Financial Functions Access
Access to add user , refunds, transactions, statements, and settlements.
User Access | Statement | Settlement | Refund | Add User |
---|---|---|---|---|
Admin | Yes | Yes | Yes | Yes |
Agent | No | No | No | No |
Finance | Yes | Yes | Yes | No |
Technology | Yes | Yes | Yes | No |
Operation | No | No | Yes | No |
Business | No | No | Yes | No |
Note: The above access levels and permissions are subject to change based on the specific configuration and policies set by Tap Payments.
Adding Users to Tap Business Dashboard
To add users on the Tap business dashboard, follow these steps:
Step 1: Log in to the Dashboard:
Visit Tap Business Dashboard https://businesses.tap.company/
Log in using the main email user example: admin@merchant_company.com
Step 2 Navigate to User Management:
- Click on Settings
- Click on Users.
Create a User
- Under Create a User, add the required details.
- Select either Agent or Admin privilege (just one of them).
- Customized User Access: For customized user access, send an email to the Developer Experience team: [email protected].
Note: The specific privileges will be customized from our end based on your requirement(s). You can also specify if this user needs access to all the linked merchant account(s) or only selected ones.
This will be managed from the Tap Support team depending on the merchant account configuration.
You will receive a ticket number when you send an email and another ticket once it is resolved or closed.
Updated 5 months ago