Start a conversation

Enable View-Only Access for Converge Users

You can grant users view-only permission in Converge as needed. This option is only available for batches and tokenization. Follow the steps below to begin.

1. Click the Employees tab in Converge. Select an employee from the table. You can also use the Search field to look for an employee by entering their first or last name, email address or employee ID.


 

2. On the Edit Employee Information page, select User Rights.

On the Edit Employee Information screen, select User Rights located next to User Information at the top of the screen.

3. Select Batch, then click View. Make sure the other tabs are deselected. Deselected tabs will be gray.

On the User Rights screen, select the Batch tab located under the Transactions tab in the middle of the screen, then click View.

4. Next, select Tokenization, then click View. Make sure the other tabs are deselected. Deselected tabs will be gray.

On the User Rights screen, select the Tokenization tab located under the Batch tab in the middle of the screen, then click View.


5. Click Save. A confirmation message will appear that indicates your changes were saved successfully.

Click Save at the bottom of the screen. A confirmation message will appear that indicates your changes were saved successfully.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Justine Krebs

  2. Posted

Comments