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Create Roles

Before you begin creating roles, verify that you have:

Assigned a portfolio administrator. See Assign a Portfolio Administrator.

Assembled your operations team. See Assemble Your Operations Team.

Roles
enable you to give a user access to specific services in the Business Center, such as Reports and Transaction Search. The Business Center offers default roles, but you can also create new roles that support your business model. Roles must also be given a set of permissions
for each service. Permissions determine a role's duties and the level of access to a service.

Follow these steps to create roles in your partner portfolio account:

Test:

https://businesscentertest.visaacceptance.com

Production:

https://businesscenter.visaacceptance.com

If have a branded URL, use the URL provided in your confirmation email.

On the left navigation panel, choose

Account Management > Roles

The Roles page appears.

Click Create Role
.

The Role Editor page appears.

Enter the role name and description.

After a role is created, you cannot change its name.

To add a permission, take one or more of these actions:

To include all of the available permissions, click

Select All

To search for a particular permission, type the name in the search field, then choose permissions from the results.

To restore to the full list of permissions, clear the text in the search field.

To choose all permissions within a specific group, check the box next to the group name. For example, Reporting Permissions.

To view available permissions within a specific group, click the down arrow to expand the group, and then choose one or more permissions.

The permissions you choose appear in the

Selected

column. Click the

Remove

icon next to any permission to remove it.

By default, roles are inherited across the hierarchy. Choosing the

Restrict Role Inheritance

limits access of the role to only that organization.

When you are done, click

Save

Assign resources as planned in your Business Center role strategy.

AFTER COMPLETING THE TASK

After successfully creating a role, you can begin creating user accounts. See Create Users.