ROAMsupport User Roles (Client)

Posted: Jun 20, 2020

Please see the table below for a list of ROAMsupport client user roles. This table provides the names and descriptions of the user roles provided in the new RS6 portal, as well as mapping information from legacy portals.

Client Admin
Client Support
Client Boarding
ClientReadOnly
Client TransMgmt
Client Back Office
Legacy platform characteristic
  • IsoAdminUsers

  • AgentISOAdmin

  • IsoAgentUsers

  • ClientSupportAgent

  • IsoAdminUsers

  • ClientBoardingAgent

  • New role

  • New role

  • New role

    		•
    Description
  • An account superuser

  • Has ability to board additional users within its organization

  • Access to full function of all other roles.

  • Access to ROAMmerchant from ROAMsupport.

  • Ability to create and manage client profiles, merchants, and submerchants.

  • Access to ROAMmerchant from ROAMsupport.
  • Primarily tasked with boarding merchant accounts

  • Ability to create and manage client profiles, merchants, and submerchants,

  • View-only access to details within organizational hierarchy

  • No access to the transaction module

  • View-only access to all details within an organization. Ability to manage transactions.

  • Primarily tasked with boarding merchant accounts

  • Ability to create and manage client profiles, merchants, and submerchants.

  • Full access to transactions module


    		•

     

    Overview of features by roles

    R/O – Read only
    N/A – Not accessible 
    *Applicable to most fields, with exception for admin-only features.

    FeaturesClient AdminClient Support Client Boarding Client Read OnlyClient Transmgmt
    ClientsManageR/OR/O
    		R/OR/O
    Sub-client (New!)Board, manageR/OR/O
    		R/OR/O
    Client Profiles (New!)Board, manage*ManageR/O
    		R/O
    		R/O
    Merchant/SubmerchantManage, Can access ROAMmerchant from RS*Manage, Can access ROAMmerchant from RS
    		*Manage
    		R/OR/O
    Transactions (post transaction actions and export reports)ManageN/AManageN/AManage
    Users (siblings & children)Reset Password for any, ManageR/O
    		*R/OR/O
    		R/O
    App TokensR/ON/A
    		N/AR/ON/A