Stax Pay: Team Settings

Administrators in Stax Pay can assign roles and permissions to their users within team settings. Each role has its own assigned list of pre-selected permissions. 

Roles

The following are the roles available to assign to specific users. 

  1. Team Admin: The team admin role grants full access to the entire platform, giving these users the ability to change roles for each team member and manage company information, like branding, and editing. Additionally, only these users have the ability to manage website payment links and integrations with apps like QuickBooks Online.
  2. Full-Access: Full access users have nearly all the same functionality as the team admin but with restricted access to managing the team, company information and integrations.
  3. Staff: The staff role allows users to run charges and refunds/voids, view and search activity, invoices, customers and catalog items, but limits their access to proprietary dashboard activity, like total sales YTD or sales by month.
  4. Sales Staff: The sales staff role allows users to run charges, view and search activity, invoices, customers and catalog items, but limits their access to proprietary dashboard activity, like total sales YTD or sales by month, and does not allow them to process voids/refunds.
  5. Reporting: Perfect for sharing with your accountant or bookkeeper, the reporting role provides a way to share important financial data.
  6. Sales Only: The sales only role allows users to run transactions, view/edit customers, and add new payment methods; however, these users cannot run refunds/voids.
  7. Sales With Refund: The sales with refund role allows users to run transactions, including voids and refunds, view/edit customers, and add new payment methods. 

User Management

To add a new user, complete the following:

  1. From the left menu, click Settings.
  2. On the top tab, click Team Settings.
  3. Click Add Team Member.
  4. On the Add Team Member page, enter the information for the new team member.
  5. Select their Role from the dropdown.
  6. Click Save.

To view/edit users, complete the following:

Note you must be an Admin to edit or deactivate team members.

  1. You can click a team member from the Team Settings page to edit their information and role.
  2. You can click the pause icon to remove team members and their access. Note: To reactivate, click the play icon.

 

Below is a table of permissions each role has access to within Stax. 

Function Admin Full Access Staff Sales Staff Reporting Sales Only Sales With Refunds
View Dashboard X X     X    
View/Search/Export Activity X X X X X    
View/Export Invoices X X X X      
View/Edit Customers X X X X   X X
View/Edit Catalog Items X X X X      
Add Payment Methods X X X X   X X
Run New Charge/Send Invoice X X X X   X X
Refund/Void Charges X X X       X
Open Support Tickets X X X X X X X
Add/Remove Tax Rates X X          
Manage Team and Branding X            
Manage Webhooks X            
Manage Notifications X X          
Manage Social Accounts X X          
Manage Website Payments X            
View and Manage Apps X            

 

 

If you have any further questions or need additional assistance, you can call our Support Team at 1.855.550.3288 or email support@fattmerchant.com.