User Preference Definitions

Preferences determine which system-generated reports users will receive.

User Preference	Definition
Email All ACH Transactions	If Selected: The user will be notified of all processed ACH transactions Frequency: An email notification for each transaction will be sent to the user throughout the day.
Email All Card Transactions	If Selected: The user will be notified of all processed credit card transactions Frequency: An email notification for each transaction will be sent to the user throughout the day.
ach_return_notice	If Selected: The user will be notified if an ACH transaction is rejected
nightly ach email	If Selected: A daily email with the *ACH Totals/Summary* report will be sent to the user Note: This report will not be sent if no ACH transactions were run the previous day
nightly_cc_email	If Selected: A daily email with the *Credit Card Totals/Summary* report will be sent to the user Note: This report will not be sent if no credit card transactions were run the previous day
Declined Recurring Payment Received	If Selected: The user will be notified when a recurring transaction is declined Frequency: An email notification for each declined recurring transaction will be sent to the user throughout the day.
Statement Payment Notification	If Selected: A daily email with the *Statement Payment Notification* report will be sent to the user when a contact of their assigned location(s) makes a payment via their emailed statement. Note: This report is specific to the following integrations: Billing Precision, Vericle, and Genesis

User Role Definitions

Roles control the system permissions/access given to the user. Users will only be able to access system functions allowed by the roles assigned to them.

User Role	Definition
Account Vault Add	Allows the user to store a credit card or checking/savings account
Account Vault Delete	Allows the user to delete a stored credit card or checking/savings account
Account Vault Edit	Allows the user to edit a stored credit card or checking/savings account
Account Vault View	Allows the user to view stored accounts
ACH Refund	Allow user to process an ACH refund or ACH credit (Send)
ACH Sale	Allow user to process an ACH debit (Collect)
ACH Void	Allows the user to void an ACH debit or credit
Billing Statements	Allows the user to view billing statements
Contact Add	Allows the user to add contacts
Contact View	Allows the user to view contacts
Credit Card Auth Complete	Allows the user to Complete/Settle an AuthOnly transaction (applies to lodging/hotel merchants only)
Credit Card Auth Only	This is for authorization-only transactions. They will not settle until "Auth Complete" is done.
Credit Card Force	Allows the user to process a credit card forced sale with obtained authorization code
Credit Card Refund	Allows the user to refund a credit card sale
Credit Card Reporting	Allows the user to view and generate credit card reports
Credit Card Sale	Allows the user to process a credit card sale
Credit Card Settle	Allows the user to settle a batch
Credit Card Void	Allows the user to void a credit card sale
File Uploads	Allows the user to upload files
Location Read Only	Allows read-only access to location users
Note Add	Allows the user to create new notes in a profile
Note Delete	Allows the user to delete notes in a profile
Note Edit	Allows the user to edit notes in a profile
Note List	Allows the user to access a list of all existing notes
Recurring Add	Allows the user to create a recurring payment
Recurring Delete	Allows the user to delete a recurring payment
Recurring Edit	Allows the user to edit a recurring payment
Recurring List	Allows the user to view recurring billings
Reporting	Grants the user access to all reports

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