This guide helps partners understand what each permission currently controls when assigning access to merchants in the ValPay Portal.
⚠️ Important:
Some permissions listed in the portal do not currently correspond to active functionality in the user interface. These will be reviewed and updated in a future release.
Transactions
View Transactions
View-only access to transactions.
Virtual Terminal
Displays the Virtual Terminal option in the left navigation menu.
Modify Transactions
No current UI functionality.
Delete Transactions
No current UI functionality.
Deposits
View Deposits
View-only access to deposits.
Create Deposits
No current UI functionality.
Update Deposits
No current UI functionality.
Delete Deposits
No current UI functionality.
User Management
View Users
Allows viewing users within the same role hierarchy.
Create Users
Enables the Add Users option.
Update Users
Enables editing users through the Actions (⋯) menu and allows updates to user profiles and permissions.
Delete Users
Allows deletion of users through the Actions (⋯) menu.
⚠️ Requires Update Users permission.
Reset User Password
Allows password resets through the Actions (⋯) menu.
⚠️ Must be used with Update Users permission.
Update Branding Preference
Currently defaults to Auto-detect.
Exports
View Exports
Displays the Export button.
Create Exports
No current UI functionality.
Update Exports
No current UI functionality.
Delete Exports
No current UI functionality.
Batch Transactions
View Batch Transactions
No current UI functionality.
Create Batch Transactions
No current UI functionality.
Update Batch Transactions
No current UI functionality.
Delete Batch Transactions
No current UI functionality.
Statements
View Statements
Enables access to the Statement Manager.
Create Statements
No current UI functionality.
Update Statements
No current UI functionality.
Delete Statements
No current UI functionality.
Recommended Permissions for Most Merchants
For most merchant users, the following permissions provide access to the main portal features currently available:
View Transactions
Virtual Terminal (if applicable)
View Deposits
View Users
Create Users
Update Users
Delete Users
Reset User Password
View Exports
View Statements
Upcoming Improvements
ValPay is currently reviewing the portal permission model. Future updates will:
Remove permissions that do not correspond to active features
Simplify role management
Better align permissions with actual portal functionality