User Roles
Through the multiple users and permissions functionality, merchants can assign the following users on their merchant accounts:
- Administrator
- Refund
An Administrator user can complete all functions that the merchant can do such as:
- View the Payfast by Network Dashboard
- Make changes on the settings page
- View and edit payment request
- View and refund transactions
- View and download reports
- View and accept business funding offers
- View the personal details of the merchant and make changes to those details
- View user management and add users.
A Refund user can only view transaction history and refund transactions. The Refund user will not be able to see the total amounts.
User Features
Multi-user login.
The merchant can toggle or switch between their multiple accounts that use the same email address. The toggle will be visible on the merchant’s profile.
How do you add an Administrator user to your merchant account?
- Log in to your Payfast by Network account.
- Navigate to ‘User Management’ on the left panel.
- Click 'Add User’. On the pop-up disclaimer, click 'Accept’ to proceed with adding a user.
- Select the Administrator role and insert the user’s email address.
- The Administrator user will receive an email where they will be promoted to create a password.
- The Administrator user can log in to the merchant account using their credentials.
How do you add a Refund user to your merchant account?
- Log in to your Payfast by Network account.
- Navigate to 'User Management' on the left panel.
- Click 'Add User’. On the pop-up disclaimer, click 'Accept' to proceed with adding a user.
- Select the Refund role and insert the user’s email address.
- The Refund user will receive an email where they will be prompted to create a password.
- The Refund user can log into the merchant account using their credentials.
How do you refund a transaction as a Refund user?
The Refund user can view all transactions with their amounts, process refunds per transaction and enable Multi-Factor Authentication (MFA) via the Security tab. The Refund user can’t see the merchant’s total amounts.
To refund a transaction as a Refund user, do the following:
- Log in to your Payfast by Network account using your Refund user credentials.
- Navigate to ‘Transaction History’.
- A list of transactions is listed which can be searched through by using party, email address, contact number, start and end date.
Select the transaction you need to refund and click the three-dot menu for the refund function.
Click 'Refund’. On the banking screen you can either refund the customer’s wallet or their bank account.
User Action History
All actions and amendments completed on the merchant’s account will be logged. This includes changes made to transactions such as refunds. All users added will be recorded as well. The User Action History will be available to the Administrator user.