[FEATURE] User Restructuring - juspay/hyperswitch-control-center GitHub Wiki

What is the Change?

  • Introduction of users at the profile level
  • Ability to view data under analytics and payment operations at a profile, merchant or organisation level

Previous workflow

Previously, we only had the concepts of Organisation and Merchant in the dashboard

  • A user that signed up would by default be assigned organisation admin role. This user could then invite other team members under the Merchant hierarchy for roles like merchant admin, merchant view, etc.
  • Analytics and payment operations sections always had only merchant specific data with the ability to switch merchants from the top-right dropdown

New workflow

  1. Ability to invite users on a profile level
  1. Ability to view complete team (all users under you) or people who are part of a specific profile, merchant or organisation, inside the Settings -> Users section
  1. Ability to view all roles or roles defined at organisation, merchant or profile level
  1. Ability to switch between merchants, organisations, and profiles. The creation of new merchants and profiles happens via the same dropdown
  1. Ability to view analytics on an organisation, merchant or profile level
  1. Ability to view merchant or profile specific data in payment operations
  1. Connectors and workflows now by default take the profile that is selected in the dashboard. Previously, profile selection was provided as a choice during the setup

  1. API keys were, and still are, available only at the merchant level

  2. The Configure PMTs page now exclusively displays payment methods related to the specific profile selected in the current view.

  3. Global search allows users to find payments based on their access level. Organisation level users can search across all merchants and profiles within their organisation, merchant-level users can search across all profiles within their merchant, and profile-level users are restricted to their own profile. If a user belongs to multiple merchants or profiles, the search will include results from all their associated accounts

Things to note:

  1. The dashboard pages adapt to the context of the currently selected profile, merchant, or organisation. To view data or invite users for a different profile, merchant, or organisation, simply switch the selection using the dropdown. Once the appropriate context is set, the pages will adjust accordingly, allowing you to proceed with the workflows as described above.

  2. Merchant admins can access merchant and profile-level selections in the analytics, team, and payment operations pages. Org admins have access to organisation, merchant, and profile-level options, while profile admins are limited to profile-level options only