TABLE OF CONTENTS
If you would like to add a user to your HUB account you need to have “merchant-admin” role. This role allows to block/unblock existing users, as well as to invite new ones.
When your account manager sets up a new account for your project in the HUB they automatically assign this “merchant-admin” role to it.
Add a new user
To add another user to your HUB account kindly follow the next steps:
Please go to https://hub.solidgate.com/users-management
Press "+" button.
Fill in the email and user name. Choose the appropriate account/project and the role for it.
Hub access table
In the table below you can find all the roles and corresponding actions.
Role/Access | Finance manager | Support | Manager | Team Lead | Analyst | Merchant Admin |
Order Search/Details/Export | - | + | + | + | + | + |
Order Settle/Void/Refund | - | - | + | + | + | + |
User Config/Add/Remove Account | - | - | - | - | - | + |
Antifraud List/Risk Rule | - | - | - | - | + | + |
Antifraud Add From Order | - | - | + | + | + | + |
Order ARN/Paylog | - | + | + | + | + | + |
Developer Section | - | - | - | - | - | + |
User management all actions | - | - | - | + | - | + |
Onboarding | - | - | - | - | - | + |
Finance Reports | + | - | - | - | - | - |
Chargeback Search/Export | - | - | - | - | + | + |
Dispute Details (send message)/Search/Export | - | - | - | - | + | + |
Subscription Add/Edit Product | - | - | - | - | + | + |
Subscription Details/Search/Export | - | - | - | - | - | + |
Subscription Cancel/Restore | - | - | + | + | + | + |
Subscription Invoices Search/Export/Details | - | + | + | + | + | + |
Subscription Products Search/Export/Paylog | - | + | + | + | + | + |
Reports | + | - | - | - | + | + |
Kindly note that you can add several users at a time by pressing “Add user” button.
4. Press "SUBMIT"
Block/Unblock user
If you need to block or unblock a user, you choose it from the list of the users in your account and apply the necessary actions.
Also, you can resend an invite if a user did not reсeive it for whatever reason.
Edit an existing user
In case you need to edit a name of the user or the role assigned you choose the user from the list
and do the actions you need