MX Merchant Ideas

Your vote matters! Tell us what you think will make MX Merchant even better! 


Also stay in the loop with what's going on through these awesome links:

Create new user role

Need a user role that allows business owners/managers to be able to set up an employee to process but not see all transactions processed. Potentially just be able to see the transactions that particular user processed. Really needed on all MX products.

  • Guest
  • Dec 21 2016
  • Attach files
  • Jared Huston commented
    18 Mar 03:56pm

    Their should be an option where they can't see the batch only the payments option also. It seems like you could have a clerk role still, but check what you want them to be able to see.

  • Danielle Robinson commented
    2 Jan, 2023 03:45pm

    How to add an existing user under our organization, I can create a new user, invite a new user, but I would like to add existing users. Wiki writers for hire

  • Chad T commented
    12 Apr, 2021 01:14pm

    I have a plumber who does not want her techs to see each others sales through the app because it will cause conflict. Some get more jobs than others base on skill level. That being said there is currently no ability in MX to create custom rolls to avoid others from seeing all transactions. In my experience this is a basic function of almost every gateway. Having to set the client up on NMI to save the business but the merchant is not happy. She already created usernames in MX and downloaded the app on the techs phones. In addition I'm having to swallow the NMI gateway fees because I already stated the gateway was included.

  • Laura Wolski commented
    19 Jan, 2021 02:19pm

    This is HUGE and we are losing business to Square because we cannot do this today. This seems like and easy security enhancement. We lost MID 554402000185710 due to our inability to limit each user to see only transactions run by that user.

  • Jennifer Autian commented
    25 Jun, 2019 06:44pm

    I have heard this request many times.  As the owner, you would like to hire a 3rd party or lower level employee to do some data entry/run quick pay or invoices - BUT you do not want them to be able to see all transactions/money coming into the business.  They need to be limited to create new and only see those transactions they created.  So, user role/login should be able to control a user to have ability to run quick pay/invoices and only see those payments/invoices created by user/login.