NAB Gateway roles and permission groups

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

Table showing the different types of transaction search permissions available.
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

Table showing the different types of account management permissions available.
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

Table showing the different types of payment permissions available.
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

Table showing the different types of virtual terminal permissions available.
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

Table showing the different types of case management permissions available.
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

Table showing the different types of token management permissions available.
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

Table showing the different types of merchant settings permissions available.
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

Table showing the different types of tools permissions available.
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

Table showing the different types of reporting permissions available.
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

Table showing the different types of subscriptions and recurring billing permissions available.
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

Table showing the different types of payment configuration permissions available.
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

Table showing the different types of decision manager permissions available.
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

Table showing the different types of user management permissions available.
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

Table showing the different types of transaction marking (AFS) permissions available.
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.

Configuration tasks
User access management
MOTO payment processing
Batch processing
Reporting
View-only tasks
Customisation
Integrate eCommerce website
Surcharge and tokenization tasks
Manage fraud and risk

1.Configuration tasks

Table depicting configuration tasks for creating custom roles.
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

Table depicting user access management tasks for creating custom roles.
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

Table depicting MOTO payment processing tasks for creating custom roles.
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

Table depicting batch processing tasks for creating custom roles.
User task	Permission section	Permission required
Upload/process a batch of transactions	Permission section Tools permissions	Permission required Batch transactions

5.Reporting

Learn about creating custom roles and the reporting tasks required.
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

Learn about creating custom roles and the view-only tasks required.
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

Learn about creating custom roles and the customisation tasks required.
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

Learn about creating custom roles and the eCommerce website integration tasks required.
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

Learn about creating custom roles and the surcharge and tokenization tasks required.
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

Learn about creating custom roles and the fraud and risk management tasks required.
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

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