Manage Permission Templates

Permission templates can be applied when creating/editing a user. Select the permission template to modify, choose permissions to be saved for this template and click on Save.

  • Enter a Transaction
    • Purchase
    • Refund
    • Force Purchase
    • Authorization Only
  • New Credit Application
    • Quick Screen
  • Check Application Status
  • Request Credit Limit Increase
  • Lookup Account Information
  • Disclosures and Reference Documents
  • Estimate Payments
  • Application Summary Report
  • Authorizations Report
    • Authorization Reversal
  • Business Dashboard Report
  • Credit Card Transactions Report
  • Daily Funding Report
  • Dispute Documentation Requests
  • Monthly Statement
  • My Customer List
  • Website User Activity Report
  • Manage Permission Templates
  • Manage Users
  • Manage Devices
  • Edit Promo Code List
  • Advertising Center
  • Business Information
  • My Profile
  • Order Supplies
  • FAQs
  • Learning Center
  • Fundbox
  • Product Demo
  • Look Up Merchant Services Phone
 

Apply Template to Existing Users?

Apply the settings above to all existing DEALER MANAGER users.