Understanding user roles

To make merchant user 'roles' as intuitive as possible, we have provided a default suggestion for each role with an explanation of what each does

Default merchant user roles by job

For those who want to get started quickly, we have defined four typical jobs and what each role grants the merchant user:

Job	Roles	Explanation
Owner	Site Admin, Admin, Support, Finance	These merchant users have the site admin role. This is the highest level of privilege in Yaspa. This merchant user can give themselves, and staff any role they like (including financial roles). Due to the sensitivity of the financial role, we suggest having a limited number of trusted staff performing this job.
Admin	Admin, Support	These merchant users can add staff with any permissions except the Site Admin and Finance role. Admins are responsible for the day-to-day running of the operation and Support
Finance	Finance, Support	These merchant users cannot add other merchant users but can see all financial information and Support screens. The Finance role will allow them to conduct their financial reports and operations
Customer Support	Support	These merchant users are responsible for the day-to-day support functions. These can investigate customers and payments but have no write privileges to anything in the system.

Role Base Security by Role

More roles are available and these can be used to turn on additional payment features. Talk to the Yaspa Customer Success manager to find out more. The complete list of roles is explained below:

Role	Explanation
Site Admin	The site admin role is the highest level of privilege in Yaspa. The site admin can add and remove any merchant user and grant whatever roles they choose. Site admins can also remove other site admins.
Admin	The admin role is responsible for day-to-day administration. The admin can add and remove any merchant user except for site admins. They can grant any privilege except for the site admin and finance roles. Admins can also remove other admins.
Finance	This role has permission to see balances. Future updates to the tool will play the payout SSH keys also under their control.
Support	This role has view access to the pay-in and payout screens. This role is designed for customer support and provides a broad set of read-only privileges.
Cashier Engineer	Only needed if payment links are used This Role has the permission to create, update and delete both permanent and one-shot Payment links.
Cashier	Only needed if payment links are used This role has to view the cashier screen. This is used for payments at physical locations, where Yaspa is being used within a kiosk and cashiers want to mark up which payments have been made.

Understanding user roles

To make merchant user 'roles' as intuitive as possible, we have provided a default suggestion for each role with an explanation of what each does

Default merchant user roles by job

Role Base Security by Role

Further Reading