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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