Manage Users & Notifications
Admins and Developers can manage users of their Merchant Account from the Bolt Merchant Dashboard.
How to Manage Users
Create a User
- Log into the Bolt Merchant Dashboard.
- Navigate to Administration > Users & Permissions.
- Select + Invite.
- Enter the user’s email address.
- Choose the user’s role.
- Choose which Email Notifications the user will receive:
| Notification | Description |
|---|---|
| Failed Web Hook | Sent when a webhook fails |
| Upcoming Auth Exp | Sent 24 hours before an authorization expires |
| Alert on last business day before expiration | Sent on last business day (e.g. Friday if expires on Monday) before an authorization expires |
| Alert 2 days before expiration | Sent 48 hours before an authorization expires |
| Alert 3 days before expiration | Sent 72 hours before an authorization expires |
| Refunded Order | Sent when an order is refunded |
| Cancelled Order | Sent when an order is cancelled |
| Recently Rejected | Sent when an order is rejected; includes deadline for reversal |
| Chargeback | Sent when a chargeback event occurs |
| Daily Settlement | Sent when a monthly statement is ready for review |
| Monthly Statement | Sent when a monthly statement is ready for review |
| Re-Review Complete | Sent when a re-review has been completed |
| Pre-Auth Failure | Sent when your Merchant Callback API service returns three 500 errors (bad responses, time outs, internal server errors) within a 24-hour period |
- The user receives an invitation email to create their account on your Bolt Merchant Dashboard:
When the user re-enters their email address on the next screen they will be logged in to the Merchant Dashboard.
Edit a User
NOTE
Email addresses cannot be edited. Additionally, First Name, Last Name, and Permission Level cannot be modified if the user is your Primary Administrator.
- Log into the Bolt Merchant Dashboard.
- Navigate to Administration > Users & Permissions.
- Click the three dots next to a user’s email address and select Edit User.
- Modify user profile information.
- Save.
Delete a User
- Log into the Bolt Merchant Dashboard.
- Navigate to Administration > Users & Permissions.
- Click the three dots next to a user’s email address and select Remove User.
Role Permissions
| Role | Administrator | Developer | Analyst | Support | Viewer | Contractor |
|---|---|---|---|---|---|---|
| View Transactions | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Statements | ✓ | ✓ | ✓ | |||
| Take Order Actions | ✓ | ✓ | ✓ | ✓ | ||
| Use Virtual Terminal | ✓ | ✓ | ✓ | |||
| View Dev Tab | ✓ | ✓ | ✓ | ✓ | ||
| View Analytics Tab | ✓ | ✓ | ✓ | |||
| Manage Users | ✓ | |||||
| View Users | ✓ | ✓ | ||||
| Update Logo | ✓ | ✓ | ✓ | |||
| Set Up Abandoned Cart Emails | ✓ | ✓ | ✓ | |||
| View Abandoned Cart Emails | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Disputes | ✓ | ✓ | ✓ |