Additional Users and User Access – Cardstream

Additional User Set-ups

Merchants can request additional users for their Merchant Management System (MMS) account. There is no limit to the number of users that can be added.

To request a new user, the Merchant should contact the Cardstream Support team and provide:

Full Name
E-mail Address
Required User Access Level (defaulted to ‘Administrator’ if not supplied)

User Access Level on the Merchant Management System (MMS)

Merchants can have multiple users with different levels of access. Each user can be assigned a specific User Access Level based on the permissions they require.

Access Level	Description
Administrator	Can view and edit all data within the MMS and process all transaction types.
Managers	Can do all transaction types and can view all data within the MMS but cannot change anything.
Supervisors	Unable to process Refunds or Credits but can view and change all data in MMS.
Support	Can only process Sales and PreAuths and can view all data within the MMS but cannot make changes.
Monitors	Can view all data but cannot make changes. Cannot perform any transaction type.
Web Developers	Access to Preferences only. Cannot do anything else in the MMS.
NoPrefs	Perform all transaction types and view all data. Cannot edit the Preferences.
Support (Refunds)	Can view all data within the MMS but cannot make changes. Can also process Refunds/Cancels.
Admin (No Credits)	Can view and edit all data within the MMS. Can process all transaction types, apart from Credits.
Monitor and Refund	The user can view everything and only process refunds.
VT Only User	The user can only process Sales on the VT, no access to other tabs (must also select Support).
No Pay Button	The user can only process Sales on the VT, no access to other tabs (must also select Support).
No Virtual Terminal	Removes the VT from the user's view (must also select one of the first 5 groups).
Trans and MID Data Only	Allows the user to view the Transaction History and Merchant Accounts only.
Pay Button Only	Access to Pay Button tab only (can be joined to other Groups if needed).
RT Agreements	This will allow the user to process Sales but not Refunds and the ability to create RT Agreements.
Accountants	This allows the user to have an overview of everything but cannot make changes or process any type of transaction.