Employee roles and settings

When adding or editing an employee, you will set an employee role. Each role can access different features within Hypur. 

  • Staff have access to Commerce to process transactions using Hypur and they can Issue Refunds. Staff also can access Vault if your business uses a vaulting provider.
  • Managers also have access to Commerce, Issue Refund, and Vault. They can also access the Reports, Employees, and Tools. Reports allows a manager to view Hypur Commerce reports, POS data, and Payment reports. Employees allows a manager to add and edit employees for the business. Tools allows a manager to change settings for the business location they are logged into. 
  • An Administrator can access Payments and My Business in addition to all the features managers and employees can access. Payments allows users to request payments and send payments to other businesses. My Business allows a user to upload business related documents and change business details.
  • Consultant can access Business Documents within the My Business section and Vault

Click on the Email Notifications checkbox for the employee to receive document request related email notifications - these email notifications are for document requests only. You must be the primary contact for your financial institution, an Administrator, or a Consultant to receive document request related email notifications. The preferred delivery time will set a one hour window for scheduled emails to be delivered after the selected time. You may still receive unscheduled emails such as a declined document notifications or new document requests outside of the preferred delivery time.

Note: Not all features are available to all businesses. 

 

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