Skip to main content

User Management

Customers with Pay Hub access can independently manage user permissions and access through the Access Evo platform's built-in user management system.

This self-service approach enables administrators to control team access, assign appropriate roles, and maintain security without requiring external support.

Administrative Capabilities​

Organization administrators have comprehensive user management capabilities through the Access Evo Members application.

Administrator Functions​

Organization administrators can perform the following user management tasks:

User Overview: View all organization members with their current roles and access permissions

Team Growth: Invite new team members with customized access levels and product permissions

Role Management: Assign and modify user roles across different Access platform applications

Account Maintenance: Deactivate user accounts when team members leave or change roles

Organization User Management Dashboard

Payment Hub Role Assignment​

Role Configuration​

Pay Hub access is managed through role-based permissions using the Members application's role management interface.

Payment Hub Role Assignment

Available Roles​

Different role levels provide varying degrees of access to Pay Hub functionality:

Administrator: Complete access to all payment management features, payouts, and user management capabilities

View only: Access to view payments

Refunds and Disputes: Access to view payments, perform refunds, and dispute management

Refunds only: Access to view payments and perform refunds

Disputes only: Access to view payments and dispute management

Payouts only: Access to view payouts

No Access: No access to the Pay Hub

Important Considerations​

Feature Limitations​

Payment Management Scope: Available functionality is determined by Stripe embedded components and Access PaySuite permission configurations

Export Capabilities: The Stripe Payout component does not currently support transaction export functionality for payouts

Technical Requirements​

Browser Compatibility: Access Identity has been thoroughly tested and optimized for Google Chrome. While other browsers may work, Chrome is recommended for optimal performance and reliability

Security Standards: All user management activities are logged and audited through the Access platform's security infrastructure

Best Practices​

Role Assignment: Assign the minimum necessary permissions to maintain security while enabling productivity

Regular Reviews: Periodically review user access and roles to ensure appropriate permissions

Security Monitoring: Monitor user activity and promptly deactivate accounts for departing team members

Training: Ensure new users understand their role limitations and available functionality before granting access

Getting Help​

For assistance with user management or role configuration, administrators can access support resources through the Access platform or contact your integration support team.