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Merchant Track Security Options

There are several security options that control access and functionality of Merchant Track. Make sure to review this topic and all the security options available before assigning options to your users or groups.

To Access Security Options​

  1. Go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.

  2. Select a User or Group from the list, and then click Security.

  3. In the category list on the left, click EPASS Pay.

Security OptionDescription
Merchant Track - All BranchesAllows access to Merchant Track data for all branches.
Merchant Track - Only My BranchAllows access to Merchant Track for the User's branch only.
Merchant Track - Read-OnlyA User with this security role can use the Search For Transaction feature and access the Reporting section in Merchant Track.
Merchant Track - BasicA User with this security role gets the same access as Read-Only, plus can also reverse payment transactions that are currently "Open" and not in a batch, reverse a transaction that has already settled in a batch, access the Terminal Management screen, and access the Virtual Terminal.
Merchant Track - ElevatedA User with this security role gets the same access as Basic, plus they can view the current Merchant Capital Advance offer.
Merchant Track - FullA User with this security role gets full access to all Merchant Track features and areas listed above.
Note

Users can have multiple Merchant Track security roles (for example, Basic and Elevated.) In this case, EPASS applies the highest-level role.

caution

Any transactions processed through the Virtual Terminal are not recorded in EPASS.

See Also​

Updated

November 17, 2025