MX Merchant Ideas

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control what team members such as clerks can view!

It would make me feel more comfortable if my team members did not see everysingle transaction made. As of right now I feel like I cant have my clerks sign in. Because I dont feel comfortable with them being able to see my reports. 

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  • May 4 2017
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  • Guest commented
    29 Oct 09:52pm

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  • lydia harve commented
    14 Oct 05:00am

    Please change to have clerks only see their own transactions and customer detail. We'd love to use this for our medical practice, but HIPAA regulations don't allow each user to see everyone else's customers.

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    12 Oct 05:59am

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    7 Oct 07:54am

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  • Brynna Connor commented
    7 Jul, 2020 06:21pm

    Was this ever addressed? this is a HUGE issue for me in my business- as my clerks should only have access to their transactions and not my entire income form MXMerchant!

  • Guest commented
    24 Feb, 2020 02:24pm

    Yes! Please change to have clerks only see their own transactions and customer detail.  We'd love to use this for our medical practice, but HIPAA regulations don't allow each user to see everyone else's customers.

  • Guest commented
    5 Nov, 2019 07:37pm

    I agree with this request. I have lost merchants over this issue. 

  • Ben Rousseau commented
    25 Jul, 2019 09:49pm

    I completely agree with this request, with a minor modification. I do have a few accounting clerks who I want to continue to provide the existing clerk level permissions. So instead of changing the clerk permissions, I would like to see a new role created that would have these permission restrictions that are suggested here. 

    Settings like Tip amount and signature requirement should be controllable at the global level for all users. 

  • Guest commented
    5 Apr, 2019 06:57pm

    MX Merchant allows admin to set limit on refunds for clerks but they cannot control if a clerk can void a transaction. And because clerks can view all transactions, they can void someone else's transaction.

    On MX Express, clerks can access the settings to turn on/off the signature requirement and change the tip amount for ALL users. This should be disabled. 

    Also clerks should only be able to view their own transaction history, not all transaction history.