Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

Default User Settings

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.

You can add an unlimited number of employees to your Helcim account.

Use the existing default user roles to quickly assign user permissions.

Learn more about to how to create custom roles here.

Default User Roles

Role Description
Administrator The administrator has complete access to the account. This should be reserved for principals, owners and authorized signers of the business. Administrators can also create additional merchant accounts.
Manager Manager has nearly all access to the account in order to run the business, with notable exceptions of not being able to modify banking information, business information, create new merchant accounts nor create/modify user roles.
General Staff General staff can operate day-to-day sales and service customers. They cannot create users, modify important settings, access reports nor create support tickets.
Developer The developer role has mostly read-only access to ensure system is working, with notable exceptions such being able to modify Helcim Commerce settings, create API tokens, create Payment Pages and Helcim.js Integrations, and create support tickets.
Accountant The accountant role is a read-only role, with access to most business information.

Default Role Permissions

My Business (Dashboard)

Administrator Manager General Staff Developer Accountant
Business Entity & Dashboard
View x x x x x
Modify x
Answer Verification Questions x x x
Merchant Accounts
View x x x x x
Modify x
Create x
Deactivate x
Bank Accounts and Deposits
View x x x x
Modify x
Employees
View x x x x
Modify x x
Create x x
Deactivate x x
Employee (User Roles)
View x x x x
Modify x
Create x
Delete x
Locations
View x x x x x
Modify x
Create x
Delete x
Equipment
View x x x x
Order New Equipment x x
Chargebacks
View x x x x x
Respond x x
Statements
View x x x
Security and Compliance
View x x x
Answer Questionnaire x x
Support Tickets
View x x x x
Modify x x x x
Create x x x x

Commerce

Administrator Manager General Staff Developer Accountant
Transactions
Process x x x
View x x x x x
Void x x x
Refund x x x
Pre-Auth x x x
Capture x x x
Settle x x
Customers
View x x x x x
Modify x x x
Delete x x
Invoices
View x x x x x
Modify x x x
Products
View x x x x x
Modify x x
Delete x x
Recurring Plans
View x x x x x
Modify x x
Delete x x
Subscriptions
View x x x x x
Modify x x x
Delete x x x
Payment Pages
View x x x x x
Modify x x x
Delete x x x
Online Store
View x x x x x
Modify x x x
Customer Portal
View x x x x x
Modify x x x
Settings
View x x x
Modify x x x
Reports
View x x x

Related Articles

Editing Your User Settings
Dashboard and Notifications
Managing Your Merchant Account Information
Managing Employee Roles and Settings
Your Business Locations
Updating Banking Information
Viewing Statements and Settlement Information
Ordering New Equipment or Viewing Equipment Orders
Completing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits

Was this article helpful?

Feedback submitted - Thank you!