Description:Learn what each Customer Hub permission controls. By default, Admin users have access to all permissions and can grant them individually to other users as needed.
Overview
Access in the Shift4 Customer Hub is controlled by permissions, grouped by feature area. By default, Admin users have full access to all permissions and can choose to grant individual permissions to other users on the account.
Reporting
Permission
Description
Create own subscriptions
Set up recurring report deliveries (e.g., emailed reports) for yourself.
View reports
Access and run the standard reporting suite available in the Customer Hub.
Transactions
Permission
Description
View transactions
View transaction details in Transaction Manager.
Create transactions
Manually key in or initiate a new sale transaction.
Refund transactions
Process a refund or adjustment on an existing transaction.
Documents
Permission
Description
View monthly statements
Access monthly merchant billing statements.
View tax documents
Access tax forms and notices issued to the merchant.
View notices
View account notices sent to the merchant.
Manage Statement Groups
Create or edit statement groups used to consolidate statements across locations.
Dashboard
Permission
Description
View dashboard
Access the main Customer Hub dashboard overview.
Developers
Permission
Description
Manage Developer Settings
Access and configure developer-facing settings, such as API credentials or webhook configuration.
Insights
Permission
Description
View Chargeback Insights
View analytics and trends related to chargebacks on the account.
View Auth Insights
View analytics on authorization approval and decline rates.
View Card Verify Insights
View analytics related to card verification activity.
View Risk Insights
View analytics related to flagged or risk-scored transactions.
Internet Payments Disputes
Permission
Description
View Internet Payments Disputes
View disputes filed against internet/e-commerce payments.
Submit Internet Payments Dispute Evidence
Upload and submit evidence to respond to a dispute.
Business Settings
Permission
Description
Manage business settings
Edit core business configuration settings for the merchant account.
Grant business settings management
Enable other users to manage business settings.
Pay by Link
Permission
Description
View Pay By Link transactions
View transactions collected through Pay by Link.
Manage Pay By Link URLs
Create, edit, or deactivate Pay by Link payment URLs.
Grant Pay By Link management
Allow other users to manage Pay by Link URLs.
Manage Users
Permission
Description
Manage users
Add, edit, or remove user accounts across the portal. Applies to both Customer Hub and Dine Customer Hub.
Grant user management
Give other users the ability to manage users. Applies to both Customer Hub and Dine Customer Hub.
Multi-Location: Location Groups
Permission
Description
Manage groups
Create or edit location groups for multi-location management.
