User Roles?
Every user is assigned a specific role which allows for certain capabilities. These roles differ for Virtual Terminal Roles and Portal Roles.
Virtual Terminal Role
Be assigned Search Only, Clerk, or Manager.
Portal Role
Be assigned Basic, Segment Editor, Communication Editor, Campaign Rules Editor, Account Admin, or Third Party Developer.
New Users
Create new users to give people access to certain items. You can assign a role and allow certain permissions.
Permissions
Virtual Terminal permissions include search, actions, loyalty, and customer service. Portal permissions include reports, segmentation, communications, campaign rules, users, and developer tools.
