MX Merchant Ideas

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Allow multi-user access to stored records

It'd be nice if customer database entries created by one user could be accessed by another. Maybe a specific role permission that allowed this?

  • Nick Bencivenga
  • Apr 5 2018
MX Merchant / Customers
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  • Nick Bencivenga commented
    April 10, 2018 16:37

    Allie,

    This was actually our merchant's original request:

    Essentially, what we want is to authorize credit cards and have other users to
    have access to those transaction without having to give them access to other
    users' transactions.

    I know that sounds convoluted - but if there were a way to code a customer
    as "public" or "private" in some way, that'd be awesome. Like this customer
    is *only for this user* or can be charged* customer wide*.

    Thanks,
    Nick

    Nick Bencivenga
    Dharma Merchant Services
    P 866-615-5157 x105
    F 415-632-1921

    Dharma is a new kind of card payment provider serving thousands of small
    businesses and nonprofits with fair pricing, transparent practices, and a
    conscious business ethos.

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  • Allie Klarman commented
    April 10, 2018 13:03

    Thank you for your feedback. Just want to make sure that we are understanding your request properly. Are you looking for customers to appear across multiple merchant accounts that the user has access to or are you experiencing issues getting customers to appear within one account for different users? 

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