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User Roles and Access Control

User Roles and Access Control

During implementation, you may designate several contacts that are known as Authorized Users. One of these users must be named a Super User, and be able to manage your user access for CashBox, and to approve their ability to view and manipulate data for your CashBox data available through the CashBox UI.

The following table lists the default roles and associated privileges for each of the CashBox objects, reports, and Dashboard.

 

 

Customer Service

Customer Service Manager

Exception Analyst

Business User

Business Manager

Super User

Transactions

  • Search
  • View
  • Refund
  • Search
  • View
  • Refund
  • Search
  • View
  • Refund
  • Refund Multiple
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Refund
  • Refund Multiple

Accounts

  • Create
  • Search
  • View
  • Edit
  • Create
  • Search
  • View
  • Edit
  • Create
  • Search
  • View
  • Edit
  • Search
  • View
  • Search
  • View
  • Create
  • Search
  • View
  • Edit

AutoBills

  • Search
  • View
  • Create
  • Edit
  • Upgrade
  • Cancel
  • Search
  • View
  • Create
  • Edit
  • Upgrade
  • Cancel
  • Search
  • View
  • Create
  • Edit
  • Upgrade
  • Cancel
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Upgrade
  • Cancel

Billing Plans

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Search
  • View
  • Create
  • Edit

Rate Plans

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Delete
  • Search
  • View
  • Create
  • Edit
  • Delete

Products

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Delete
  • Search
  • View
  • Create
  • Edit
  • Delete

Campaigns

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Delete
  • Search
  • View
  • Create
  • Edit
  • Delete

Tokens

  • Search
  • View
  • Grant
  • Search
  • View
  • Grant
  • Search
  • View
  • Grant
  • Search
  • View
  • Search
  • View
  • Create
  • Edit
  • Search
  • View
  • Create
  • Edit
  • Grant

Token Activity

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View

Reports

  • None
  • View All
  • None
  • View

(CashBox Only)

  • View

(CashBox Only)

  • View All

Dashboard

  • None
  • View All
  • None
  • View

(CashBox Only)

  • View

(CashBox Only)

  • View All

Chargebacks

  • Search
  • View
  • Search
  • View
  • Download Spreadsheet
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Search
  • View
  • Download Spreadsheet

Mandate

  • View
  • Edit
  • View
  • Edit
  • View
  • Edit
  • View
  • View
  • View
  • Edit

The following table lists the roles and associated privileges for each of the CashBox objects, reports, and Dashboard for ChargeGuard Merchants. This table does not list CashBox objects which are not available to ChargeGuard-only merchants.

 

 

Transactions

Accounts

Chargebacks

Reports

Dashboard

ChargeGuard Customer Service

  • Search
  • View
  • Search
  • View
  • Search
  • View
  • None
  • None

ChargeGuard Customer Service Manager

  • Search
  • View
  • Search
  • View
  • Edit
  • Search
  • View
  • Spreadsheet Download
  • View ChargeGuard Reports
  • View ChargeGuard Reports

 

Designating Authorized Users

Establish your list of Authorized Users, and their levels of access to your CashBox system, then contact Vindicia Client Services to create their user accounts. Vindicia will send unique login information directly to each of your authorized users. For first time access, each user is given a one-time system-generated password. When a user logs in for the first time, they are assigned a new system-generated password that meets Vindicia Payment Card Industry (PCI) and SAS70 security requirements.

Changing User Roles and Access

Your Super User may request a change in access levels or roles for your other authorized users as the need arises.

To request a change in access privileges or roles, contact Vindicia Client Services.

Terminating Access for an Authorized User

Your Super User may terminate an authorized user’s access privileges at any time.

To terminate access privileges for an Authorized User, contact Vindicia Client Services.

Protecting Password Security

Merchant authorized users must make every effort to protect the security of their user names and passwords.

  • Do not store user names and passwords together.
  • If you suspect that your password has been compromised, immediately contact Vindicia Client Services to request a password reset. Be ready to provide your user name.

Vindicia protects password security by automatically generating a new password for each user every 90 days. If a user logs in after a password has expired, CashBox assigns them a temporary, one-time, system-generated password. When the user logs on, they are then assigned another new, system-generated password that meets Vindicia PCI and SAS70 security requirements.

Cashbox Features

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Cashbox Features

For Developers

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