This article explains how user roles work in the Merchant Portal and how to update them from the Settings page. Roles control what each team member can see and do. If someone needs broader or more limited access, an admin can update their role at any time.
Things to keep in mind
Only users with admin-level access can update roles.
If you don't see the pencil icon, you may not have the required permissions. Reach out to your account admin.
User role types
For a full list of user role types and permissions, see the User roles and permissions matrix
Update a user role
Log in to the Portless Merchant Portal.
Go to Settings, then click the Users tab.
Find the user whose role you want to update. Use the search box or adjust the rows-per-page setting to locate them.
Click the pencil icon under the Actions column.
In the pop-up, select the new role and click Save Changes. Saved changes will take effect immediately.
