What Permissions are in each Paytronix Permission Group?

Permission Group Name

Permissions Included

merchant_admin
​

· Merchant Home
· CSR Edit Account Information
· CSR Account Lookup
· Merchant Setup Rule - Read
· Merchant Setup Rule - Write
· Check Web Sale Program
· Program Overview - View
· Merchant Reports - Home
· Change Own Password
· Merchant Setup Email Tool - Email Read
· Merchant Setup Email Tool - Email Write
· Fiscal Period - Summary
· Fiscal Period - Edit
· Fiscal Period - Delete

merchant_csr
​

· Merchant Home
· CSR Edit Account Information
· Transaction Variance Detail
· Transaction Variance Listing
· CSR Home
· CSR Opt-out
· CSR Account Lookup
· CSR Manage Cards
· CSR Register Account
· CSR Reset Password
· CSR Web Sale Order Lookup
· CSR Web Sale Orders Listing
· CSR Stored Value Redeem
· CSR Stored Value Void Redeem
· Store Lookup
· CSR Account Balance
· CSR Transaction History
· CSR Web Reward Redemption
· CSR Media Exchange
· Program Overview - View
· Merchant Reports - Home
· Change Own Password

merchant_finance
​

· Merchant Home
· CSR Edit Account Information
· CSR Account Lookup
· Merchant Setup Rule - Read
· Merchant Setup Rule - Write
· Stored Value Card Expiration Summary Report
· Stored Value Card Expiration Detail Report
· Stored Value Liability Aging By Store Report
· Stored Value Dormancy Summary Report
· Stored Value Dormancy Detail Report
· Bulk Sales Orders - Read
· Merchant Reports - Home
· Change Own Password

merchant_report_ihc
​

· Merchant Home
· Store Administration
· Store Connectivity Status
· Charge In-house Charge Detail Report
· Charge In-house Charge Summary Report
· Charge Customers Report
· Charge Reconciliation Report
· Merchant Reports - Home
· Change Own Password

merchant_report_lp
​

· Merchant Home
· Store Administration
· Store Connectivity Status
· General Guest Analysis Report
· Loyalty New Card Activation Detail Report
· Loyalty New Card Activation Summary Report
· Loyalty Point Accrual Detail Report
· Loyalty Point Accrual Summary Report
· Loyalty Reward Accrual Detail Report
· Loyalty Reward Accrual Summary Report
· Loyalty Reward Liability Report
· Loyalty Reward Redemption Detail Report
· Loyalty Reward Redemption Summary Report
· Loyalty Transactions from Scheduled Periodic Rules Report
· Loyalty Promotional Point Accrual Detail Report
· Merchant Reports - Home
· Change Own Password
· Loyalty Web Reward Redemptions Detail Report
· Loyalty Web Reward Redemptions Summary Report
· Fraud High Point Accrual Activity Report
· General Challenge Summary
· General Challenge Detail
· CSR Wallet Adjustment Report

merchant_report_sv
​

· Merchant Home
· Store Administration
· Store Connectivity Status
· Stored Value Sales and Added Value Detail Report
· Stored Value Sales and Added Value Summary Report
· Stored Value Money Movement ACH By Store Report
· Stored Value Overview Report
· Stored Value Liability Summarized By Card Template Report
· Stored Value Reconciliation Summary Report
· Stored Value Store Activity Report
· Stored Value New Card Activation Detail Report
· Stored Value New Card Activation Summary Report
· Stored Value Redemption Detail Report
· Stored Value Redemption Summary Report
· Fraud Void Report
· Stored Value Money Movement by Store Detail Report
· Stored Value Money Movement by Store Summary Report
· Stored Value Web Guest Recharge Report
· Stored Value Promotional Added Value Detail Report
· Stored Value Promotional Added Value Summary Report
· General Manager Activity Report
· Stored Value Money Movement ACH By Account Report
· Stored Value Reconciliation Detail Report
· Franchisee Money Movement Report
· Stored Value Liability By Store Report
· Stored Value Card Expiration Summary Report
· Stored Value Card Expiration Detail Report
· Stored Value Liability Aging By Store Report
· Stored Value Dormancy Summary Report
· Stored Value Dormancy Detail Report
· Merchant Reports - Home
· Change Own Password
· Stored Value Web Card Sales Detail Report
· Stored Value Web Card Sales Summary Report
· Stored Value Money Movement ACH by Account NACHA Report
· Stored Value Liability Aging By Card Template Report
· Stored Value Liability By Card Detail Report
· Stored Value Redemption Profile Report

merchant_store_admin
​

· Merchant Home
· LoadMap Report
· Store Administration
· Store Connectivity Status
· Store Manager Home
· General Card Activity Report
· Merchant Setup Credential - Download
· Merchant Setup Credential - Read
· Merchant Setup Credential - Write
· Merchant Setup Security Agent - Read
· Merchant Setup Security Agent - Write
· Fraud Cashier Activity Detail Report
· Merchant Setup Configuration Kit - Download
· Merchant Setup Software Configuration - Read
· General Exchanged Cards Report
· Merchant Reports - Home
· Change Own Password

merchant_store_manager
​

· Merchant Home
· Store Administration
· Store Connectivity Status
· Store Manager Home
· Reconciliation Transaction Variance Report
· Charge Reconciliation Report
· General Card Activity Report
· Stored Value Reconciliation Summary Report
· Merchant Setup Credential - Download
· Merchant Setup Credential - Read
· Merchant Setup Credential - Write
· Merchant Setup Security Agent - Read
· Merchant Setup Security Agent - Write
· Fraud Cashier Activity Detail Report
· Merchant Setup Configuration Kit - Download
· Merchant Setup Software Configuration - Read
· Stored Value Reconciliation Detail Report
· General Exchanged Cards Report
· Merchant Reports - Home
· Change Own Password

merchant_user_admin
​

· Merchant Setup Payments
· Merchant Home
· PX Merchant Setup User - Delete
· PX Merchant Setup User - Read
· PX Merchant Setup User - Write
· PX Merchant Setup Web Page Permissions - Read
· Merchant Setup Store Permissions - Read
· Merchant Setup Store Permissions - Write
· Change Own Password
· Merchant User Page Permission Groups - Write

merchant_report_general
​

· Merchant Home
· Billing Transaction Accounting Summary Report
· Billing Transaction Accounting Detail Report
· General Card Activity Report
· General Web Registration Summary Report
· Fraud Cashier Activity Detail Report
· Fraud Cashier Activity Summary Report
· General Exchanged Cards Report
· Merchant Reports - Home
· Change Own Password
· Fraud Suspicious Redemption Activity Report
· General Cards Issued by Cashier Report

merchant_report_rfm
​

· Merchant Home
· Loyalty RFM - Guest Segmentation Report
· Loyalty RFM - Store Frequency Report
· Merchant Reports - Home
· Change Own Password

merchant_report_reconciliation
​

· Merchant Home
· Reconciliation Transaction Variance Report
· Reconciliation Reversed Transaction Report
· Charge Reconciliation Report
· Stored Value Reconciliation Summary Report
· Stored Value Reconciliation Detail Report
· Merchant Reports - Home
· Change Own Password
· Fraud Stored and Forwarded Transaction Report

merchant_franchisee
​

· Merchant Home
· Store Connectivity Status
· Reconciliation Transaction Variance Report
· Money Movement Home
· Charge Reconciliation Report
· Stored Value Money Movement ACH By Store Report
· Stored Value Reconciliation Summary Report
· Stored Value Money Movement by Store Detail Report
· Stored Value Money Movement ACH By Account Report
· Franchisee Home
· Franchisee Billing - Read
· Billing ACH Report
· Stored Value Reconciliation Detail Report
· Billing Summary Report
· Franchisee Money Movement Report
· Stored Value Liability By Store Report
· Merchant Reports - Home
· Change Own Password

merchant_multi_merchant_access
​

· Multi-Merchant Access: Set Current Merchant

merchant_marketing
​
​

· Merchant Home
· General Guest Analysis Report
· Loyalty RFM - Guest Segmentation Report
· Loyalty RFM - Store Frequency Report
· Check Web Sale Program
· Bulk Sales Orders - Read
· Campaign Statistics
· Merchant Reports - Home
· Change Own Password
· General Web Order Fulfillment Report
· Guest Website
· Guest Website - Change Theme

merchant_default
​

· Merchant Home
· Change Own Password

merchant_email_manager

· Merchant Home
· Campaign Statistics
· Change Own Password
· Merchant Setup Email Tool-Email Read
· Merchant Setup Email Tool - Email Write
· Merchant Setup Email Tool-Advanced HTML
· General Campaign Results Report
· Merchant Setup Email Tool - Master Template Read
· Merchant Setup Email Tool - Master Template Write
· Merchant Setup Self Service Email

merchant_email_self_reviewer
​

· Merchant Home
· Campaign Statistics
· Change Own Password
· Merchant Setup Email Tool - Email Write
· General Campaign Results Report
· Merchant Setup Email Tool - Master Template Read
· Merchant Setup Email Tool - Master Template Write
· Merchant Setup Self Service Email
· Merchant Setup Email Tool - Review Email
· Merchant Setup Email Tool - Review Master Template

merchant_text_SMS
​

· Merchant Home
· Loyalty Promotional Point Accrual Detail Report
· Loyalty Promotional Point Accrual Summary Report
· Change Own Password
· Merchant Activity Notification Template Read
· Merchant Activity Notification Template Write
· CSR Wallet Adjustment Report

LSM - Corporate HQ
​

· Merchant Home
· Campaign Statistics
· Change Own Password
· Merchant Setup Email Tool - Email Read
· Merchant Setup Email Tool - Email Write
· General Campaign Results Report
· Merchant Setup Email Tool - Master Template Read
· Merchant Setup Email Tool - Master Template Write
· Merchant Setup Self Service Email
· Merchant Setup Email Tool - Review Email
· Merchant Setup Email Tool - Review Master Template
· Merchant Setup Email Tool - Email Read (LSM)
· Merchant Setup Email Tool - Email Write (LSM)
· Merchant Setup Email Tool - Master Template Read (LSM)
· Merchant Setup Email Tool - Master Template Write (LSM)
· Merchant Approve LSM emails
· General Campaign Results (LSM)

LSM - Reviewer
​

· Merchant Home
· Change Own Password
· Merchant Setup Self Service Email
· Merchant Setup Email Tool - Email Read (LSM)
· Merchant Setup Email Tool - Email Write (LSM)
· Merchant Setup Email Tool - Master Template Read (LSM)
· Merchant Approve LSM emails
· General Campaign Results (LSM)

LSM - Store Level User
​

· Merchant Home
· Change Own Password
· Merchant Setup Email Tool - Email Read (LSM)
· Merchant Setup Email Tool - Email Write (LSM)
· Merchant Setup Email Tool - Master Template Read (LSM)
· General Campaign Results (LSM)

merchant_weborder_setup
​

· Merchant Home
· Change Own Password
· Merchant Web Sale Image - Read
· Merchant Web Sale Image - Write
· Merchant Web Sale Image - Delete
· Merchant Web Sale Item Image - Read
· Merchant Web Sale Item Image - Write
· Merchant Web Sale Item Image - Delete
· Merchant Web Order Edit
· Merchant Web Order List

Reports - Dashboards Only
​

· Merchant Home
· Store Lookup
· Merchant Reports - Home
· Change Own Password
· Dashboards

Reports - General
​

· Merchant Home
· General Card Activity Report
· General Guest Analysis Report
· General Web Registration Summary Report
· General Manager Activity Report
· Store Lookup
· General Exchanged Cards Report
· Merchant Reports - Home
· Change Own Password
· General Cards Issued by Cashier Report
· General Campaign Results (LSM)

Reports - Stored Value
​

· Merchant Home
· Stored Value Sales and Added Value Detail Report
· Stored Value Sales and Added Value Summary Report
· Stored Value Money Movement ACH By Store Report
· Stored Value Overview Report
· Stored Value Liability Summarized By Card Template Report
· Stored Value Reconciliation Summary Report
· Stored Value Store Activity Report
· Stored Value New Card Activation Detail Report
· Stored Value New Card Activation Summary Report
· Stored Value Redemption Detail Report
· Stored Value Redemption Summary Report
· Stored Value Money Movement by Store Detail Report
· Stored Value Money Movement by Store Summary Report
· Stored Value Money Movement ACH By Account Report
· Store Lookup
· Stored Value Reconciliation Detail Report
· Stored Value Liability By Store Report
· Stored Value Liability Aging By Store Report
· Merchant Reports - Home
· Change Own Password
· Stored Value Liability Aging By Card Template Report
· Stored Value Liability By Card Detail Report
· Stored Value Redemption Profile Report
· Gift Card Graphs
· Dashboards
· Dashboard Gift

Reports - Reconciliation
​

· Merchant Home
· Transaction Variance Detail
· Transaction Variance Listing
· Reconciliation Transaction Variance Report
· Reconciliation Reversed Transaction Report
· Stored Value Reconciliation Summary Report
· Store Lookup
· Stored Value Reconciliation Detail Report
· Merchant Reports - Home
· Change Own Password

Reports - Loyalty
​

· Merchant Home
· Loyalty New Card Activation Detail Report
· Loyalty New Card Activation Summary Report
· Loyalty Point Accrual Detail Report
· Loyalty Point Accrual Summary Report
· Loyalty Reward Accrual Detail Report
· Loyalty Reward Accrual Summary Report
· Loyalty Reward Liability Report
· Loyalty Reward Redemption Detail Report
· Loyalty Reward Redemption Summary Report
· Loyalty Transactions from Scheduled Periodic Rules Report
· Loyalty RFM - Guest Segmentation Report
· Loyalty RFM - Store Frequency Report
· Store Lookup
· Merchant Reports - Home
· Change Own Password
· Loyalty Web Reward Redemptions Detail Report
· Loyalty Web Reward Redemptions Summary Report
· Loyalty Overview Report
· Dashboards
· Loyalty Top Randomized Customers Weighted by Activity Detail Report

Reports - Dashboards & Analyzer
​

· Merchant Home
· Store Lookup
· Merchant Reports - Home
· Change Own Password
· Dashboards

Reports - Money Movement
​

· Merchant Home
· Money Movement Home
· Stored Value Money Movement ACH By Store Report
· Stored Value Money Movement by Store Detail Report
· Stored Value Money Movement by Store Summary Report
· Stored Value Money Movement ACH By Account Report
· Store Lookup
· Merchant Reports - Home
· Change Own Password
· Stored Value Money Movement ACH by Account NACHA Report

CSR - Lookup | View Only
​

· Merchant Home
· CSR Home
· CSR Account Lookup
· CSR Account Balance
· CSR Transaction History
· Change Own Password

CSR - Lookup | View | Edit Info | Adjust
​

· Merchant Home
· Activate Card
· CSR Adjust Tier
· CSR Adjust Wallet
· CSR Change Account Status
· CSR Edit Account Information
· CSR Home
· CSR Opt-out
· CSR Account Lookup
· CSR Juvenile Status
· Bulk Card Activation
· Bulk Wallet Adjustment
· CSR Reset Password
· CSR Stored Value Redeem
· CSR Stored Value Void Redeem
· CSR Account Balance
· CSR Transaction History
· Bulk Sales Orders - Read
· Bulk Sales Orders - Write
· Change Own Password
· CSR Adjust Wallet – Comment Required
· CSR Referrals
· CSR Point Accrual
· CSR Reverse Transaction
· CSR Wallet Adjustment Report
· Account Comment Write

IT - Store Admin
​

· Merchant Home
· LoadMap Report
· Store Administration
· Store Connectivity Status
· Store Manager Home
· Charge Reconciliation Report
· Merchant Setup Credential - Download
· Merchant Setup Credential - Read
· Merchant Setup Credential - Write
· Merchant Setup Configuration Kit - Download
· Store Lookup
· Merchant Setup Store Group - Read
· Merchant Setup Store Group - Write
· Change Own Password

Mktg - Messaging Full Access
​

· Merchant Home
· Campaign Tool
· Campaign Statistics
· Change Own Password
· Merchant Setup Email Tool - Email Read
· Merchant Setup Email Tool - Email Write
· Merchant Setup Email Tool - Advanced HTML
· Merchant Setup Email Tool - Master Template Read
· Merchant Setup Email Tool - Master Template Write
· Merchant Setup Email Tool - Review Email
· Merchant Setup Email Tool - Review Master Template
· Merchant Setup Marketing Tool - Account Filter Read
· Merchant Setup Marketing Tool - Account Filter Write
· Merchant Activity Notification Template Read
· Merchant Activity Notification Template Write
· Survey Center
· Survey Response Detail Report

IT - User Admin

DO NOT USE THIS GROUP

Mktg - Campaign/Account Filters
​

· Merchant Home
· Campaign Tool
· Campaign Statistics
· Change Own Password
· Merchant Setup Marketing Tool - Account Filter Read
· Merchant Setup Marketing Tool - Account Filter Write
· Merchant Activity Notification Template Read
· Merchant Activity Notification Template Write
· Survey Center
· Survey Response Detail Report

Mktg - Email/Account Filters
​

· Merchant Home
· Change Own Password
· Merchant Setup Email Tool - Email Read
· Merchant Setup Email Tool - Email Write
· Merchant Setup Email Tool - Advanced HTML
· Merchant Setup Email Tool - Master Template Read
· Merchant Setup Email Tool - Master Template Write
· Merchant Setup Email Tool - Review Email
· Merchant Setup Email Tool - Review Master Template
· Merchant Setup Marketing Tool - Account Filter Read
· Merchant Setup Marketing Tool - Account Filter Write
· Merchant Activity Notification Template Read
· Merchant Activity Notification Template Write
· Survey Center
· Survey Response Detail Report

Mobile App Image Editor
​

· Merchant Home
· Change Own Password
· Mobile App Images - Upload

merchant_orderanddelivery
​

· Merchant Home
· Change Own Password
· Order and Delivery

merchant_user_paytronix_payments

· Merchant Setup Payments

od_general_settings
​

· O&D - General Settings
· O&D - Restaurant Name/Description/Location Code
· O&D - Paytronix Store Code
· O&D - Phone Number
· O&D - Web Site
· O&D - Logo/Header Images
· O&D - Sales Tax
· O&D - Currency
· O&D - Date Format
· O&D - Delivery/Takeout Settings
· O&D - Lead Time
· O&D - Reply-To Email Address
· O&D - Allow Advance Orders
· O&D - Billing Contact Info
· O&D - Location Info
· O&D - Delivery/Takeout Hours
· O&D - Holiday Hours
· O&D - Order Timing
· O&D - Capacity Settings
· Additional Taxes

od_store_management
​

· O&D - Lead Time
· O&D - Allow Advance Orders
· O&D - Delivery/Takeout Hours
· O&D - Holiday Hours
· O&D - Order Timing
· O&D - Capacity Settings
· O&D - Day Parts
· O&D - Feedback Report
· O&D - Daily Prep Report
· O&D - Order History
· O&D - Refunds

od_order_payment
​

· O&D - Order Payment
· PX Payments
· O&D - Gift Cards
· O&D - Refund Reasons
· O&D - Loyalty Settings

od_reports
​

· O&D - General Reports
· O&D - Coupons Report
· O&D - Order Sources Report
· O&D - Feedback Report
· O&D - Daily Prep Report
· O&D - Menu Report
· O&D - Failed Delivery Report
· O&D - Failed Payments Report
· O&D - Failed Submits (Bans) Report
· O&D - Bans Report

od_pos_settings
​

· O&D - Receiving Your Orders
· O&D - POS Settings
· O&D - Real-Time Order Management / Tablet Settings

od_menu_management
​

· O&D - Add / Remove Items
· O&D - Edit Items
· O&D - Menu
· O&D - Order Experience Builder
· O&D - Order Experience Builder - Publish
· O&D - Order Experience Builder - Agency access
· O&D - Menu out of stock

od_orders
​

· O&D - Order History
· O&D - Refunds
· O&D - Ban Customer
· O&D - Adjust Order Date/Time

od_menu_settings
​

· O&D - Menu/Checkout Settings
· O&D - Curbside Settings
· O&D - Day Parts
· O&D - Delivery
· O&D - Courier Settings
· O&D - Contactless Dining
· O&D - Text
· O&D - Handoff
· O&D - Orders through Google
· O&D - Disable Ordering
· O&D - Disable Handoff Providers

od_promotions_feedback
​

· O&D - Coupons Report
· O&D - Cross-Sells
· O&D - Feedback
· O&D - Social / Viral Sharing
· O&D - Add to Your Site
· O&D - Google My Business

merchant_mobile_experince_builder
​

· Merchant Home
· Change Own Password
· View and Edit Mobile Experience Builder