NAB Gateway roles and permissions
You can create new roles as your business grows.
Standard roles
Below are four standard and commonly used roles: Owner, Store Manager, Employee and Developer/Technical Support. In the table below, you will see the permission that needs to be assigned for each of the four roles.
Please note:
When you are creating a new role, please make sure you have gone through all 14 permission groups and ensuring the correct permissions has been ticked for the role you are creating for.
- Transaction Search Permissions
- Account Management Permissions
- Payment Permissions
- Virtual Terminal Permissions
- Case Management Permissions
- Token Management Permissions
- Merchant Settings Permissions
- Tools Permissions
- Reporting Permissions
- Subscriptions and Recurring Billing Permissions
- Payment Configuration Permissions
- Decision Manager Permissions
- User Management Permissions
- Transaction Marking (AFS) Permissions
Important: You are responsible for the actions of your appointed users, as if you had performed those actions yourself. This includes the ability to complete transactions, such as refunds.
Permission groups
1. Transaction search permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Transaction view |
Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
| Transaction results export | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
2. Account management permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| IP settings view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Transaction results export | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
3. Payment permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Payment authorization | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Payment capture/settlement/debit | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Payment void | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Create new order from previous authorization | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Re-authorization | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Re-authorization and settlement | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Payment credit | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Payment standalone credit | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Service fee refund | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Full authorization reversal | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
4. Virtual terminal permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Virtual terminal settings view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Virtual terminal transaction | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Virtual terminal settings management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
5. Case Management Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Queue search | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Order conversion | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Unrestricted order management | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Rejected order conversion | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Third-party configuration | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Unrestricted order review | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Performance statistics review | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Third-party requests | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Reviewer settings | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Case reassignment | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Priority change | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Move orders | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Time limit disabling | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Ownership release | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Time limit reset | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Ownership stealing | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
6. Token Management Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Token dashboard view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Token dashboard manage | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Token view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
| Token create | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Token edit | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Token delete | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| On demand payment | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
7. Merchant Settings Permission
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Banking information management | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Merchant information and alert preferences management | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| API key management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| PGP security settings | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| Message center UI view | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
8. Tools Permission
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Batch transactions | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
9. Reporting Permission
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Report settings view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Report settings management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Report view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
| Report download | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
10. Subscriptions and Recurring Billing Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Subscriptions and recurring billing plan view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
| Subscriptions and recurring billing plan management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Subscriptions and recurring billing subscription view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) Y |
Developer/technical support - |
| Subscriptions and recurring billing subscription management | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Subscriptions and recurring billing settings view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Subscriptions and recurring billing settings management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
11. Payment Configuration Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| View keys | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| Manage keys | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| Digital payments view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| Digital payments manage | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
| Differential fee view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support - |
| Differential fee manage | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Unified checkout view | Owner (administration access) Y |
Store manager (view and process payments) Y |
Employee (view only user) - |
Developer/technical support Y |
| Unified checkout manage | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
12. Decision Manager Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Profile management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Profile view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| List management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| List view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Positive list view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Positive list management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Negative list view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Negative list management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Review list view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Review list management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Velocity management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Velocity view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Queue settings management | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Queue settings view | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Replay request management | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Replay request view | Owner (administration access) - |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Configuration management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support Y |
13. User Management Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| User view | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| User update | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| User management | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
14. Transaction Marking (AFS) Permissions
| Permissions available | Owner (administration access) |
Store manager (view and process payments) |
Employee (view only user) |
Developer/technical support |
|---|---|---|---|---|
| Mark as trusted | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Mark as suspect | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Mark as temporarily trusted | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Remove from history | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
| Mark for review | Owner (administration access) Y |
Store manager (view and process payments) - |
Employee (view only user) - |
Developer/technical support - |
Custom roles
You can also create custom roles based on the tasks that you’re expecting users to perform.
1.Configuration tasks
| User task | Permission section | Permission required |
|---|---|---|
| Configure virtual terminal | Permission section Virtual terminal permissions |
Permission required Virtual terminal settings management |
| Configure Fraud Management Essentials (FME) | Permission section Decision manager permissions |
Permission required Profile management |
| - | Permission section - |
Permission required Profile view |
| - | Permission section - |
Permission required List management |
| - | Permission section - |
Permission required List view |
| - | Permission section - |
Permission required Configuration management |
| - | Permission section Case management permissions |
Permission required Queue search |
| - | Permission section |
Permission required Order conversion |
| - | Permission section - |
Permission required Rejected order conversion |
| - | Permission section - |
Permission required Unrestricted order view |
| Configure subscription/recurring transaction | Permission section Subscriptions and recurring billing permissions |
Permission required Subscriptions and recurring billing plan view |
| - | Permission section - |
Permission required Subscriptions and recurring billing plan management |
| - | Permission section - |
Permission required Subscriptions and recurring billing subscription view |
| - | Permission section - |
Permission required Subscriptions and recurring billing subscription management |
| - | Permission section - |
Permission required Subscriptions and recurring billing settings view |
| - | Permission section - |
Permission required Subscriptions and recurring billing settings management |
| Configure differential fee/surcharge | Permission section Payment configuration permissions |
Permission required Differential fee view |
| - | Permission section - |
Permission required Differential fee manage |
| Configure digital wallets | Permission section Payment configuration permissions |
Permission required Digital payments manage |
| Generate keys | Permission section Payment configuration permissions |
Permission required Manage keys |
| Configure unified checkout | Permission section Payment configuration permissions |
Permission required Unified checkout view |
| - | Permission section - |
Permission required Unified checkout manage |
| Create, edit, and delete token | Permission section Token management permissions |
Permission required Token dashboard view |
| - | Permission section - |
Permission required Token dashboard manage |
| - | Permission section - |
Permission required Token view |
| - | Permission section - |
Permission required Token create |
| - | Permission section - |
Permission required Token edit |
| - | Permission section - |
Permission required Token delete |
| - | Permission section - |
Permission required On demand payment |
2.User access management
| User task | Permission section | Permission required |
|---|---|---|
| Create/manage user roles | Permission section User management permissions |
Permission required User view |
| - | Permission section - |
Permission required User update |
| - | Permission section - |
Permission required User management |
3.MOTO payment processing
| User task | Permission section | Permission required |
|---|---|---|
| Create/manage user roles | Permission section Payment permissions |
Permission required Payment authorisation |
| - | Permission section Virtual terminal permissions |
Permission required Virtual terminal transaction |
| Process refund | Permission section Payment permissions |
Permission required Payment credit |
Permission section Transaction search permissions |
Permission required Transaction view |
|
| Process reversal | Permission section Payment permissions |
Permission required Full authorisation reversal |
Permission section |
Permission required Payment credit |
|
Permission section Transaction search permissions |
Permission required Transaction view |
|
| Process pre-authorisation | Permission section Payment permissions |
Permission required Payment authorisation |
Permission section Virtual terminal permissions |
Permission required Virtual terminal transaction |
4.Batch processing
| User task | Permission section | Permission required |
|---|---|---|
| Upload/process a batch of transactions | Permission section Tools permissions |
Permission required Batch transactions |
5.Reporting
| User task | Permission section | Permission required |
|---|---|---|
| Generate report and download | Permission section Reporting permission |
Permission required Report settings management |
| - | Permission section - |
Permission required Report download |
6.View-only tasks
| User task | Permission section | Permission required |
|---|---|---|
| Create/manage user roles | Permission section Payment permissions |
Permission required Payment authorisation |
| - | Permission section Virtual terminal permissions |
Permission required Virtual terminal transaction |
| Process refund | Permission section Payment permissions |
Permission required Payment credit |
| - | Permission section Transaction search permissions |
Permission required Transaction view |
| Process reversal | Permission section Payment permissions |
Permission required Full authorisation reversal |
| - | Permission section - |
Permission required Payment credit |
| - | Permission section Transaction search permissions |
Permission required Transaction view |
| Process pre-authorisation | Permission section Payment permissions |
Permission required Payment authorisation |
| - | Permission section Virtual terminal permissions |
Permission required Virtual terminal transaction |
7.Customisation
| User task | Permission section | Permission required |
|---|---|---|
| Customise auto-send and manual-send customer receipts | Permission section Virtual terminal permissions |
Permission required Virtual terminal settings management |
| - | Permission section Transaction search permissions |
Permission required Transaction view |
8.Integrate eCommerce website
| User task | Permission section | Permission required |
|---|---|---|
| Connect an eCommerce website to CyberSource | Permission section Payment permissions |
Permission required View keys |
| - | Permission section - |
Permission required Manage keys |
| - | Permission section Decision manager permissions |
Permission required Configuration management |
| - | Permission section Payment configuration permissions |
Permission required Digital payments manage |
| - | Permission section - |
Permission required Unified checkout manage |
| - | Permission section Merchant settings permission |
Permission required API key management |
| - | Permission section - |
Permission required PGP security settings |
9.Surcharge and tokenization tasks
| User task | Permission section | Permission required |
|---|---|---|
| Apply surcharge/use token for transaction | Permission section Payment configuration permissions |
Permission required Differential fee view |
| - | Permission section - |
Permission required Differential fee manage |
| - | Permission section Token management permissions |
Permission required Token dashboard view |
| - | Permission section - |
Permission required Token dashboard manage |
| - | Permission section - |
Permission required Token view |
| - | Permission section - |
Permission required Token create |
| - | Permission section - |
Permission required Token edit |
| - | Permission section - |
Permission required Token delete |
| - | Permission section - |
Permission required On demand payment |
10.Manage fraud and risk
| User task | Permission section | Permission required |
|---|---|---|
| Review/manage FME queue Note: the user with this permission can approve or decline a transaction. They can also add the customer to the negative/positive list. | Permission section Transaction marking (AFS) permissions |
Permission required Mark as trusted |
| - | Permission section - |
Permission required Mark as suspect |
| - | Permission section - |
Permission required Mark as temporarily trusted |
| - | Permission section - |
Permission required Remove from history |
| - | Permission section - |
Permission required Mark for review |
Contact us
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NAB Gateway support
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