User Management

Set Up

There are separate roles for Trustly users and merchant users available to choose from. Merchants should only be setup with a merchant role and will only have those options available in their user creation dropdown.
Role options for user creation by a Trustly Administrator:

Role options for user creation by a Merchant Administrator:

Role Types

Role	Description
Merchant Admin	Has full access in the Merchant Portal (can add users)
Merchant Full	Has full access in the Merchant Portal with the exception of User Management
Merchant Read Only	Can only view data in the Merchant Portal (cannot edit)
Merchant Approve Trxns	This is a limited merchant user role that can only approve transactions
Merchant Refund Trxns	This is a limited merchant user role that can only refund transactions
Merchant Cancel Trxns	This is a limited merchant user role that can only cancel transactions

Authentication Type

The authentication type will depend on how the merchant is currently setup for authorization to the merchant portal. This can be found under the auth type drop down menu:

There are three types:

Standard - General login information created by Trustly and sent to users to login
OIDC - Single Sign-On capabilities through Okta OIDC configuration with the merchant’s Okta instance
SAML - Single Sign-On capabilities through Okta SAML configuration with the merchant’s Okta instance