User Roles and Access Control
Vindicia Subscribe Portal User Guide
- Vindicia Subscribe Portal User Guide Overview
Chargeback Reason Codes
Status Definitions
Payment Capture Flows
Reports
Billing Notifications and Templates
Chargebacks
Transactions
Campaigns
Tokens
Credits
AutoBills
Rate Plans
Billing Plans
Products
Accounts
Vindicia Subscribe Dashboard
Using the Vindicia Subscribe Portal
Overview
Vindicia Subscribe for Salesforce
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 Vindicia Subscribe, and to approve their ability to view and manipulate data for your Vindicia Subscribe data available through the Vindicia Subscribe UI.
The following table lists the default roles and associated privileges for each of the Vindicia Subscribe objects, reports, and Dashboard.
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Customer Service |
Customer Service Manager |
Exception Analyst |
Business User |
Business Manager |
Super User |
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Transactions |
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Accounts |
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AutoBills |
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Billing Plans |
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Rate Plans |
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Products |
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Campaigns |
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Tokens |
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Token Activity |
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Reports |
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(Vindicia Subscribe Only) |
(Vindicia Subscribe Only) |
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Dashboard |
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(Vindicia Subscribe Only) |
(Vindicia Subscribe Only) |
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Chargebacks |
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Mandate |
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The following table lists the roles and associated privileges for each of the Vindicia Subscribe objects, reports, and Dashboard for ChargeGuard Merchants. This table does not list Vindicia Subscribe objects which are not available to ChargeGuard-only merchants.
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Transactions |
Accounts |
Chargebacks |
Reports |
Dashboard |
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ChargeGuard Customer Service |
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ChargeGuard Customer Service Manager |
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Designating Authorized Users
Establish your list of Authorized Users, and their levels of access to your Vindicia Subscribe 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, Vindicia Subscribe 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.
Vindicia Subscribe Features
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