Staff roles & permissions
The SynchPay portal gives each user one of three roles, Employee, Owner, or Admin, plus an optional refund permission. Use this page to choose the lowest role that covers a person’s work and to check who can do what.
When to use this
You are deciding what access a new FOX user needs.
A user reports that a button or page is missing.
You are reviewing who can issue refunds or manage users.
The roles
Role | Who holds it | Summary |
|---|---|---|
Employee | Most billing and front-office staff | Works with payments and customers for FOX. Cannot manage users. |
Employee with Refunder | Staff who handle refunds | Everything an Employee can do, plus refunds. Shown as Handling refunds in the user form. |
Owner | User administrators | Everything an Employee can do, plus refunds, user management for FOX, and bank account linking. |
Admin | SynchPay platform staff | Works across companies for setup and support. |
What each role can do
Only capabilities confirmed in the portal are listed. “Yes” means the portal allows the action for that role when the user belongs to FOX’s company.
Capability | Employee | Employee with Refunder | Owner | Admin |
|---|---|---|---|---|
View the Payment Requests list | Yes | Yes | Yes | Yes |
Create a one-time bank payment request | Yes | Yes | Yes | Yes |
Take a card payment (New Card Payment) | Yes | Yes | Yes | Yes |
Send a reminder or cancel a Pending request | Yes | Yes | Yes | Yes |
Refund a Paid payment (Refund Payment) | No | Yes | Yes | Yes |
View Customers, charge a card on file, request or change a debit authorization | Yes | Yes | Yes | Yes |
View bank accounts on Accounting | Yes | Yes | Yes | Yes |
Link a bank account (Link Bank Account) | No | No | Yes | Yes |
Open Employees, then add, edit, or remove users | No | No | Yes | Yes |
Create another Owner | No | No | No | Yes |
View the Card Customers data grid | No | No | No | Yes |
View all companies at once, or sign in as another user for support | No | No | No | Yes |
Manage your own phone numbers in Settings | Yes | Yes | Yes | Yes |
Notes:
No one can edit or remove their own user record. Another Owner or an Admin must do it.
The refund permission is the Handling refunds checkbox on the user form. Turning it off removes refund access.
An Owner adds users only as Employees, with or without Handling refunds. A new Owner must be created by SynchPay.
The portal enforces these rules on the server, so hiding a button is not the only control.