Maintain strong data access controls by allowing merchant account access to only
relevant users. Different merchant accounts can help organize your business by different
regions and currencies. Dividing merchant account ownership limits access, which improves
security. Ensuring the right people in each geography have necessary account access helps
with issues such as regulatory compliance. To distribute responsibilities, merchant account
owners can configure sharing on a per-record basis so payment processing runs
smoothly.
Required Editions
When you set up merchant accounts, the owner of the account automatically gets access to
the account’s payment intent records. The owner can share access with other users, who
can manage transactions if needed. For example, Sid owns three merchant accounts for the
UK, and his two-month leave begins soon. Sid shares the merchant accounts he owns with
Ashley. Now, all the payment intent records for those three merchant accounts are
automatically shared with Ashley, who can manage them in Sid’s absence. If needed,
Ashley can share the records with another colleague.
There are two ways to apply sharing—manually or with sharing rules. Manual sharing
gives specific users access to certain types of records, and it’s configured at the
individual merchant account object record. Sharing rules extend sharing access to users
in public groups, roles, or territories, and they give particular users greater access
by making automatic exceptions to your org-wide sharing settings. Sharing rules are
configured from Setup in Sharing Settings.
