We all know the trope “with great power comes great responsibility.”
Our Virtual Terminal offers business owners unprecedented functionality. It generates beautiful financial reports, stores transaction information securely, streamlines multi-location and department management and makes recurring billing a cakewalk (among other benefits).
That said, managing all this information can be a slippery slope if too many employees have access to it. Luckily, we’ve addressed that concern with user access controls. Grant admin user status for all Virtual Terminal functionality or designate employees as restricted users to restrict any of the following actions as you see fit:
Select Which Employees Can Process Refunds and Recurring Transactions
As a business owner, you might have stipulations in your return policy or recurring billing setup. If that’s the case, you might want to authorize these transactions yourself or limit who can.
With PayJunction’s Virtual Terminal, you can protect your business from employee refund fraud and ensure that your employees follow your preferred protocols. Supervisors, office managers and anyone else you’d like to run these transaction types can do so with a few quick clicks; others can be restricted.
Restrict Access to Reports and Transaction Histories
The Virtual Terminal equips business owners with powerful insights automatically, without the use of Excel or manual tallying of sales totals. These reports shed light on department, location or total sales over time and year over year. It’s sensitive information that many owners might not want their employees to have access to.
With a simple user edit, you can restrict access to these business insights and keep sensitive information on a need-to-know basis. You can restrict users from seeing others’ transactions as well.
Limit Which Users Can Manually Settle Batches
Similarly, you might want someone who’s trained in the financial tasks of your business to settle batches. To keep your reporting accurate and error-free, you can simply grant this permission to the employees of your choosing and set restrictions for employees who aren’t approved for this task to avoid errors.
Grant Access to Employees by Location and Department
Employees who have access to information they don’t need can become confused and overwhelmed. If your business has multiple locations or departments, you can restrict employees to transaction records relevant to their department or location. If some employees work at multiple locations, you can give them permission to access account information for all applicable stores or departments.
This keeps accountability easy to maintain across your business’s operations. Because your users have their own accounts in the Virtual Terminal, you can gain transparency and peace of mind by monitoring every action taken by each employee.
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Do you currently struggle with accountability and staff management using your current payment processing software? Let us know how this feature would benefit your business in the comments section below.