Access profiles and roles

Control Center uses access profiles to manage the things you can see (read access) and do (write access) on the Pismo platform. An access profile consists of one or more roles, which are assigned to every Control Center user ID.

Roles

The following table lists the available roles within an access profile.

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If you don't see a menu item

If you don't see a menu item in Control Center, make sure that you have the necessary role in your access profile. For assistance, contact your organization's Control Center administrator.

In addition, note that roles and access profiles can be customized, so your implementation of Control Center may differ.

RoleAccess
Accounts operator• Read access to accounts and disputes management.
• Write access to Account status change, Card status change, Credit limit change.
Accounts viewerRead access to accounts management..
Admin• Write access to all screens and functions except accounts and disputes management.
• Write access to access keys for your organization.
Auditor• Read access to user profiles and user activity logs.
• Read access to the following screens:

  • Organization
  • Programs
  • Financial
  • Download/Upload
  • Flex controls
  • Audit
  • Users
Backoffice operator• Write access to Account status change, Card status change, Credit limit change.
• Write access to accounts and disputes management.
Backoffice viewerRead access to accounts and disputes management.
Setup advancedWrite access to flex controls.
Setup advanced viewerRead access to flex controls .
Setup operator• Write access to program information and selected financial information (processing codes and transaction types, transaction categories, and accounting).
• Read access to flex controls.
Setup viewer• Read access to program information and selected financial information (processing codes and transaction types, transaction categories, and accounting).
• Read access to flex controls.
User manager• Write access to user profiles. This role is required to add users and to modify their access profiles.
• Read access to user activity logs

Main menu access by role

The following table shows which menus and screens can be used by each role.

Main menu Menu item Admin Auditor User manager Setup advanced Setup advanced-viewer Setup operator Setup viewer Accounts operator Accounts viewer Backoffice operator Backoffice viewer
Home Home Read     Read Read Read Read        
Organization Organization Read/Write Read                  
  Programs Read/Write Read       Read/Write Read        
  Access keys Read/Write                    
Setup Financial Read/Write Read       Read/Write Read        
  Flex controls Read/Write Read   Write Read Read Read        
  Download/upload programs Read/Write Read       Read/Write Read        
  Transaction categories Read/Write Read       Read/Write Read        
Audit Audit Read Read Read                
User management Users Read/Write Read Read/Write                
Customer operations Accounts management               Read/Write Read Read/Write Read
  Disputes management                   Read/Write Read