Business Portal User Roles and Permissions

The business portal has two roles: a User and an Administrator.

The User can search, export, and view information, as well as resend cards and edit email addresses for resending cards. However, they cannot issue, unload, or reload cards, nor can they add, enable, or disable other user profiles.

Administrators have full access, allowing them to issue, unload, and reload cards, as well as search, export, view, and manage other user profiles by adding, enabling, or disabling them.

At this time, it is not possible to restrict managers to view only the cards issued to their own employees. Once someone is assigned the role of a user or administrator, they have access to view all orders. However, you can restrict visibility by limiting access to either Employee Benefit or Business Card sections, depending on your requirements.