There are four main roles in the Merchant Portal. The role assigned to a user determines which sections they have access to. Invite team members to the Portal based on the access level you want them to have.
There are several roles on the portal that have different permissions:
Admin has access to:
Dashboard
Engagement
Menu Management
Customer Service
Settlements
Transaction Report
Loyalty Report
Batch Details
App Settings
Profile
Business Admin has access to:
Transaction Report
Profile
Marketing Admin has access to:
Dashboard
Engagement
Profile
Finance Admin has access to:
Dashboard
Settlements
Transaction Report
Loyalty Report
Business SmoothPay has access to:
Settlements
Transaction Report
Batch Details
Profile
Check out this video tutorial: