Setting Up Security Groups — Legacy

Security Groups control which Admins can view, clone, or refund credit card information in your portal. As a Super Admin, you can create and manage these groups.

Available Security Group Types

Group Type	What It Allows
Can View Unmasked CC	Members can view full, unmasked credit card numbers on file rooms. A blue credit card icon will appear on the File Maintenance page.
Clones & Refunds	Members can clone (re-charge) and refund payments. Clone and Refund buttons will appear on file rooms.
Accounting (Combined)	Members can view unmasked CC numbers AND process clones and refunds. Combines both group types above.

How to Create a Security Group

11. Navigate to Administration → Account Settings → Security Settings.
12. Click Add Group and give the group a clear name (e.g., "Can View Unmasked CC" or "Clones & Refunds").
13. Click the pencil icon next to the new group's name.
14. Set the required permissions to Allow (see the table below for which permissions apply to each group type).
15. Click Save.

Permission	Can View Unmasked CC	Clones & Refunds
Can View Payment Information	✓ Required	–
Can View eConfirmations Payment Information	✓ Required	–
Can View eConfirmations	✓ Required	–
Can Clone Payments	–	✓ Required
Can Refund Payments	–	✓ Required
Maximum Payment Clone Amount	–	✓ Required (set a dollar limit)
Maximum Refund Over Original Amount	–	Optional (set to 0 to prevent over-refunding)

How to Add a Member to a Security Group

16. Navigate to Administration → Account Settings → Security Settings.
17. Click the silhouette icon next to the group name.
18. Click Add Member.
19. Enter the user's email address.

The user must log out and back in for the changes to take effect. Once added to the Unmasking group, they will see a blue credit card icon on file rooms. Once added to the Clone & Refunds group, they will see Refund and Clone buttons.

!	Only Super Admins can add members to Security Groups.