User management

Created by Shiva S, Modified on Tue, 2 Apr, 2024 at 3:00 PM by Varshini Ravichandran

Merchants who sign up for our services can enable multiple users to have access to the Curlec . Note that these users are created for internal management only; the merchant's customers are not considered as these users.

There are 4 user types that can be assigned by merchants to their employees to access the portal:

1. Administrator	- Able to access all functions on the portal
2. Manager	- Able to create mandates/Instant Pay and add users, unable to perform collections
3. Salesperson	- Able to create mandates/Instant Pay, unable to perform collections
4. View-only users	- Can only view mandates and Instant Pay

Each user type has a different level of access to the portal, as summarised in the table below :

	Administrator	Manager	Salesperson	View Only User
View mandates & Instant Pay	✓	✓	✓	✓
Create & update mandates/Instant Pay	✓	✓	✓	✗
Create & manage users	✓	✓	✗	✗
Create & update collection files	✓	✗	✗	✗
Update enrolments/receipts	✓	✗	✗	✗
View dashboard	✓	✗	✗	✗
Configure merchant settings	✓	✗	✗	✗