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. 

  • Guest
  • May 4 2017
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  • lydia harve commented
    14 Oct, 2021 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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  • 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. 

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