The access level of a user determines what they can see and action across Zeller Dashboard, Zeller App and Zeller Terminal. Team members do not need to be created as users within Zeller as they can use the terminal without a login. You can also distribute Site and Refund PINs to team members as necessary.
For admins and managers, the type of actions they can complete are outlined in the table below.
|
Admin |
Manager |
|
|
Payments |
||
|
View transactions and details |
Yes |
Yes For sites they have access to |
|
Send a receipt |
Yes |
Yes |
|
Process a refund via the Zeller Dashboard |
Yes |
Yes |
|
Review settlements |
Yes |
No |
|
Change settlement account |
Yes |
No |
|
Process Virtual Terminal payments |
Yes |
Yes For sites they have access to |
|
Send and cancel payment links |
Yes |
Yes For sites they have access to |
|
View Reports |
Yes |
Yes For sites they have access to |
|
Create Sites |
Yes |
No |
|
Change Site Settings |
Yes |
Yes For sites they have access to |
|
Assign a user to a site |
Yes |
No |
|
View devices and modify settings |
Yes |
Yes For sites they have access to |
|
Create, edit and view Items |
Yes |
Yes Provided they have access to Invoices |
|
View, cancel and modify SIM cards |
Yes |
Yes |
|
Accounts |
||
|
Create, view and edit Accounts |
Yes |
No |
|
Transfer funds |
Yes |
No |
|
Cards |
||
|
Create, activate, assign and view a list of all Debit cards |
Yes |
No |
|
Activate and view assigned Debit card |
Yes |
Yes |
|
View Debit card transactions |
Yes |
Yes For their assigned card/s |
|
Create, activate, assign and view a list of all Corporate cards |
Yes |
No |
|
Edit spend controls on Corporate cards |
Yes |
No |
|
Activate and view assigned Corporate card |
Yes |
Yes |
|
View Corporate card transactions |
Yes |
Yes For their assigned card/s |
|
Invoices |
||
|
Create, send and view Invoices |
Yes |
Yes Provided they have been granted access |
|
Contacts |
||
|
View, edit and add contacts |
Yes |
Yes |
|
Settings |
||
|
View, add, edit and remove users |
Yes |
No |
|
View and edit profile settings |
Yes |
Yes |
|
Upload documents |
Yes |
No |
|
View fees & pricing |
Yes |
Yes |
|
View, add and edit connections |
Yes |
No |