How to set or update user permissions in Payreq Delivery

Modified on Wed, 22 Oct at 5:02 PM

User permissions in Payreq Delivery determine which sections of the Console a user can access—and what they can do in each.


You must have Settings access in the Console to manage user permissions.


How to access user permissions

  1. Log in to the Console at https://go.payreq.com

  2. Click Settings in the top navigation

  3. Go to the Account Permissions tab

  4. Select the user you’d like to manage from the list on the left

  5. Click the Permissions tab on the right


Assigning Permissions


In the Permissions tab, you’ll see four sections with dropdowns:


Section
What it controls
ContactsAbility to view, add, or update recipient contact records
RegistrationsView or action subscription and deregistration requests
MailUpload mail, view delivery history, action undeliverables
SettingsChange mailer settings, user access, and integrations


Each dropdown allows you to assign one of the following:

  • No Access – The user won’t see this section

  • View – Read-only access

  • Action – Full access (upload, edit, approve, etc.)


Update the access level for each section as needed, then click Update to save.


Example Role Configurations


Role
Contacts
Registrations
Mail
Settings
AdminActionActionActionAction
Mail UploaderNo AccessNo AccessActionNo Access
Customer ServiceViewActionViewNo Access
ViewerViewViewViewNo Access

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