Wise-Pay User Roles


The below matrix displays the functionality that each different user has access to in Wise-Pay.

Merchant AdminMerchant User
(Allow Company)
Payment Payer
Dashboard
  
  
Outstanding Payments
Scheduled Payments
Automatic Payments 
Past Payments  

Scheduled Payment > Check Request
Scheduled Payment > Cancel Payment
Schedule Payment > Download PDF
Schedule Payment > Show Details  

Past Payments > Print Invoice
Past Payments > Print Surcharge  

Past Payments > Show Details 
Transaction Failure > Mark as Resolved  
  
Transaction Failure > Fix   
Transaction Failure > Show Details   
Unprocessed Payments  

View Only
  
Unmatched Auto-Payments
View Only
 
Configure  

 
Manager User Access Rights   
Edit / Configure your Merchant Details  

  
Enable and Configure Automatic Payment (Settings)  
 
Edit Terms and Disclaimers 
Update Branding 
Payer Admin

 
Add Payer
 
Delete Payer
  
Edit Payer's Account
  
Add Bank Account
  
Delete Bank Account
  
Update Bank Account
  
Add Credit Card
  
Delete Credit Card
  
Update Credit Card
  
Allocate Automatic Payment Terms
  
Rename Payer Company
  
Delete Auto-Payment Terms
  
Pay Now

  
Schedule Payment (Bank Account  
Download PDF  
Transaction History  
Search for Payments  
Search for Automatic Payments  
Settings

  
My Details

  
Saved Credit Card

  
Save Bank Details

  
Help  
  
  
View Knowledge Based Articles    
Contact Support