User Access Items

Below is a list of all possible options that can be enabled or disabled for a user. As an administrator, you will only be able to enable access to items that your user login also has access to. Enabled options will display in green, while items that are disabled for the user are in white.

DashboardsDescription
Transaction Volumes
Will enable or disable the financial graphs that load on the Qualpay Manager’s dashboard.


Administration
Description
User Administration
Access will allow the user to view, edit, create, or disable users on your account, including the current user administrator.
1099-K Setup
Access will allow the user to modify the delivery method as well as the mailing address for annual IRS 1099-K forms.
Dispute Management Setup
Access will allow the user to configure a 3rd party dispute vendor and how disputes are handled.
Payment Gateway Administration
From Administration, allows the user access to update critical settings for the Qualpay Payment Gateway product.  Only available on accounts that use Qualpay Payment Gateway for processing transactions.
Merchant Details
Access will allow the user to view information about the merchant account such as Merchant ID, DBA, and Legal Names, Accepted Currencies, and all Addresses on file with Qualpay.
Webhook Administration
Access will allow the user to create, enable, disable, and validate webhooks for the merchant account.


Dispute History ReportDescription
Dispute History ReportEnables the Disputes menu option and from Reports, the Dispute History report. View all dispute activity.
Dispute RespondAccess will allow the user to Accept or Respond to retrievals and first-time disputes.  Allows the user to upload documentation in response to a dispute.  
Dispute ChallengeAccess will allow the user to Accept or Challenge pre-arbitration and second-time disputes.  Allows the user to upload documentation in response to a dispute.  


Other ReportsDescription
Pending Transactions
From Reports, view and manage transactions pending settlement.
Settled Batch Report
From Reports, view batch history and settled transaction lookup.
Deposit History
From Reports, view deposits, fee activity, and adjustments.  
Reconciliation
From Reports, reconciliation data that views the sum of deposits and debits into your deposit account and maps the information back to batches, adjustments, and reserve payments.
1099-K
From Reports, view the IRS 1099-K report for current and previous years.
Statements
Enables the Statements menu option and provides access to all statements.
Reserve Activity Report
From Reports, view reserve activity.
Card ID ReportFrom Reports, view card ID.  Access is only available on accounts using a Qualpay product for processing.
Email History ReportFrom Reports, view email history.  Access is only available on accounts using a Qualpay product for processing.
Transaction Report
Enables the Transactions menu option and provides access to all transactions processed along with their status.
Adjustment History Report
From Reports, view bank adjustment history.


Follow-On TransactionsDescription
Void TransactionAccess will allow the user to perform voids on transactions that have been processed on a Qualpay product.
Refund TransactionAccess will allow the user to perform refunds on transactions that have been processed on a Qualpay product.
Capture TransactionAccess will allow the user to capture authorizations on transactions that have been authorized on a Qualpay product.


Account Updater ReportingDescription
Account Updater ReportingFrom Reports view items that have been run through account updater and their status. Only available on accounts that use account updater through Qualpay.
Account Updater AdministrationFrom Administration, allows a user to enroll the account in* in account updater as well as access to the account updater configuration settings.
*Enrolling in account updater requires confirmation of additional fees being assessed.


Virtual TerminalDescription
Virtual TerminalEnables the New Transaction menu option. Only available on accounts that use Qualpay Virtual Terminal for processing transactions.
Authorize OnlyAccess will allow the user to the authorization transaction type.
CreditAccess will allow the user to the credit transaction type.
ForceAccess will allow the user to the force transaction type.
SaleAccess will allow the user to the sale transaction type.
VerifyAccess will allow the user to verify a card is valid.
Virtual Terminal AdministrationFrom Administration, allows a user access to update critical settings for the Qualpay Virtual Terminal product.  


Recurring BillingDescription
Recurring Billing Enables the Plans and Subscriptions menu options and provides access to view plans and subscriptions that are set up on the account. Only available on accounts that use Qualpay Recurring Billing for processing transactions.
Create PlansAccess will allow the user to create new plans.
Create SubscriptionsAccess will allow the user to create new subscriptions.
Delete or Archive PlansAccess will allow the user to delete or archive existing plans.
Edit PlansAccess will allow the user to edit existing plans.
Update Subscription StatusAccess will allow the user to update subscription statuses.
Recurring Billing AdministrationFrom Administration, allows user access to update settings for the Qualpay Recurring Billing product.  


Qualpay Checkout AdministrationDescription
Qualpay Checkout AdministrationFrom Administration, allows user access to update critical settings for the Qualpay Checkout product.  Only available on accounts that use Qualpay Checkout for processing transactions.


Quickbooks SyncDescription
Quickbooks Sync
From Reports, allows a user to choose which Quickbooks version to sync to.  Set date range for Adjustments or Transactions to be synced into Quickbooks. Only available on accounts that have the Quickbooks Sync product from Qualpay.
Quickbooks Sync Administration
From Reports, allows a user to update and set up the connection to their Quickbooks Online account. Only available on accounts that have the Quickbooks Sync product from Qualpay.


ADDs SmartConnectDescription
ADDs SmartConnect
Enables the SmartConnect menu option and provides access to. Only available on specific Energy accounts that use ADD Systems Software.
ADDs SmartConnect Settings
From Administration, allows the user access to update the ADDs Company ID, User Name, and Base URL for connection to SmartConnect.


Customer VaultDescription
Customer VaultEnables the Customers menu option and provides access to view customer records that are set up on the account. Only available on accounts that use the Qualpay Customer Vault product.
Create CustomerAccess will allow the user to create new customers.
Update CustomerAccess will allow the user to update existing customers.
Delete CustomerAccess will allow the user to delete existing customers.


InvoicingDescription
InvoicingEnables the Invoices menu option and provides access to view invoices that have been created on the account. Only available on accounts that use the Qualpay Invoicing product.
Create InvoiceAccess will allow the user to create new invoices.
Cancel InvoiceAccess will allow the user to cancel existing invoices.
Update InvoiceAccess will allow the user to update existing invoices.
Invoice AdministrationFrom Administration, allows the user access to update critical settings for the Qualpay Invoicing product.  Only available on accounts that use Qualpay Invoicing for processing transactions.