Modifying a user role

The steps below describe how to modify a user role's parameters, including name, description, and user permissions.

Log into the Moneris Go portal, and access the store containing the user role that you want to edit (see Logging into the Moneris Go portal).

Note:     If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Using My Stores).

On the sidebar menu (shown below), click on Users.

Note:     If the sidebar menu is not displayed on your screen, click on the "menu"  icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.

When the "Users" page displays (shown below), click on the Roles tab.

When the "Roles" page displays, locate and click on the user role that you want to modify.

Note:     To search for a user role, enter a full/partial role name or a full role description in the Search by role name or description field.

To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50).  To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively.  To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.

When the "Edit role" window displays (shown below), edit the parameters of the user role:

To edit the user role name/description:

a.    In the Name field, enter the new name of the user role.

b.    In the Description field, enter the new description for the user role.

To enable/disable user role permissions for the Moneris Go portal:
 

a.    In the "Portal" fields, click on the "X" beside a permission to disable (remove) it. OR Click on the drop-down  icon, and click on the desired permission to enable (add) it.

Note:     "Portal" permissions are also applicable to the Moneris Go app.  Permissions groupings include "Transactions", "Reports", and "Settings". (For a list of supported permissions, see List of user role permissions.)  

To enable/disable user role permissions for the Moneris Go terminal:

a.    In the "Terminal" fields, click on the "X" beside a permission to disable (remove) it. OR Click on the drop-down  icon, and click on the desired permission to enable (add) it.

Note:     Permissions groupings include "Transactions", "Reports", and "Settings". (For a list of supported permissions, see List of user role permissions.)

Click on the Update button.

When the "User successfully updated" response displays, the operation is complete.