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Overview of Role Differences

Understanding the difference between Admin and User roles is important for managing your team's access to Collect.

Admin Role​

Users with the Admin role have full, unrestricted access to all features and settings in Collect.

What Admins Can Do​

  • Full Feature Access: Access to all features without restrictions
  • User Management: Add, remove, and modify other users
  • Permission Management: Change permissions for User role accounts
  • Account Settings: Modify account settings and configurations
  • All Transactions: View and manage all transactions
  • All Products: View and manage all products
  • Device Management: Manage card readers and locations
  • No Restrictions: Cannot have permissions limited or restricted

When to Use Admin Role​

Use the Admin role for:

  • Business owners
  • Managers who need full control
  • Trusted team members who need unrestricted access
  • Users who need to manage other team members
Role Selection

Be selective when assigning Admin roles, as these users have complete control over your Collect account. Remember, an unwanted or expired user of any role can and should be removed.

User Role​

Users with the User role have customizable permissions that can be specifically set for each feature.

What Users Can Do​

  • Accept Transactions (without viewing others)
  • Customizable Access: Permissions can be set for each feature individually
  • Flexible Permissions: Can have different access levels for different features
  • Controlled Access: Only access features you grant them permission to use
  • No User Management: Cannot add, remove, or modify other users
  • No Account Settings: Cannot modify account-level settings

When to Use User Role​

Use the User role for:

  • Staff members and cashiers
  • Team members who need limited access
  • Users who only need specific features
  • Anyone who doesn't need full administrative access

Note: After creating a User role account, you must set permissions to grant that user access.

Key Differences​

FeatureAdminUser
Full Feature Access✅ Yes⚙️ Customizable
Manage Other Users✅ Yes❌ No
Modify Permissions✅ Yes❌ No
Account Settings✅ Yes❌ No
View All Transactions✅ Yes⚙️ Depends on permissions
Process Payments✅ Yes⚙️ Depends on permissions
Manage Products✅ Yes⚙️ Depends on permissions

Best Practices​

  • Start with User role: When in doubt, create accounts with the User role and grant specific permissions
  • Principle of least privilege: Only grant the minimum permissions needed for each user's role
  • Regular reviews: Periodically review Admin accounts to ensure they still need full access
  • Document access: Keep track of why each Admin has full access