Click image for a bigger view. Click to close.Each user account in Ezypay Online may only be assigned to one of the following user roles.
Click image for a bigger view. Click to close.
| Role | Level | Description |
|---|---|---|
| Level 1 | Business | Allows access to basic customer related functions, such as add customer, update customer's details and resolve outstanding debits. |
| Level 2 | Business | Allows access to most of the functions relating to customer management, payment plan management and user management. Limited access to reports. |
| Business Administrator | Business | Allows access to all functions and reports at the business level. |
| Organisation Administrator | Organisation | Allows access to all functions for all businesses under the same organisation, which include the developer centre and organisation level reports. |
If you do not see a particular module or feature after you logged in, this means you don't have access to that function. For example, if you don't see the Payment Plan module, it means you are a Level 1 user without the permission to create payment plans.
The table below outlines the features/functions that can be accessed by each of the four roles.
| Feature/Function | Level 1 | Level 2 | Business Administrator | Organisation Administrator |
|---|---|---|---|---|
| General | ||||
| Forgot password | Yes | Yes | Yes | Yes |
| Change my details (user's own personal details including password) | Yes | Yes | Yes | Yes |
| Business settings (email notification settings) | No | No | Yes | Yes |
| Developer centre (API and webhooks settings) | No | No | No | Yes |
| Dashboard | ||||
| Distribution summary | No | No | Yes | Yes |
| Customers recently added | Yes | Yes | Yes | Yes |
| Shortcuts panel | Yes | Yes | Yes | Yes |
| Ezypay blog feed | Yes | Yes | Yes | Yes |
| Customers | ||||
| View and search customer | Yes | Yes | Yes | Yes |
| Add customer with payment plan | Yes | Yes | Yes | Yes |
| Add customer without payment plan | No | Yes | Yes | Yes |
| Import customers tool (bulk upload of customers to Ezypay Online) | No | No | Yes | Yes |
| Update personal details | Yes | Yes | Yes | Yes |
| Change payment details | Yes | Yes | Yes | Yes |
| Change billing instruction | No | Yes | Yes | Yes |
| View debit | Yes | Yes | Yes | Yes |
| Edit debit (change amount, date, remove) | No | Yes | Yes | Yes |
| Mark debit as paid | No | Yes | Yes | Yes |
| Refund debit | No | No | Yes | Yes |
| Resolve outstanding debit - recover with next scheduled debit | Yes | Yes | Yes | Yes |
| Resolve outstanding debit - mark as recovered | Yes | Yes | Yes | Yes |
| Resolve outstanding debit - write off | No | Yes | Yes | Yes |
| End billing now | No | Yes | Yes | Yes |
| Restart billing with payment plan | Yes | Yes | Yes | Yes |
| Restart billing without payment plan | No | Yes | Yes | Yes |
| Add add-on payment plan | Yes | Yes | Yes | Yes |
| Edit add-on payment plan | No | Yes | Yes | Yes |
| Payment Plans | ||||
| View and search payment plan | No | Yes | Yes | Yes |
| Add payment plan | No | Yes | Yes | Yes |
| Update payment plan status and availability | No | Yes | Yes | Yes |
| Reports | ||||
| Customer list report | Yes | Yes | Yes | Yes |
| Outstanding Failed payment report | Yes | Yes | Yes | Yes |
| Invalid customer details report | Yes | Yes | Yes | Yes |
| Change event report | No | Yes | Yes | Yes |
| Trend analysis report | No | No | Yes | Yes |
| Distribution report | No | No | Yes | Yes |
| Group distribution report | No | No | No | Yes |
| Users | ||||
| Add user - Level 1 | No | Yes | Yes | Yes |
| Add user - Level 2 | No | Yes | Yes | Yes |
| Add user - Business Administrator | No | No | Yes | Yes |
| Add user - Organisation Administrator | No | No | No | Yes |
| View and update user details (for own level and below) | No | Yes | Yes | Yes |
| Force password reset (for own level and below) | No | Yes | Yes | Yes |