The Right People See the Right Money

Roles per business, permissions per module, scoping per partner, an audit trail on every change, and a support mode that lets you see what the merchant sees.

Roles & Modules

Admin, Write or Read on each business. Modules such as CRM, tickets, reports, company settings, AI query and credential viewing switched on per user.

Partner Scoping

Partner users see their own deals, applications and templates, and tickets and reports for the merchants in their portfolio. Nothing else.

Audit Trail

Field-level history of who changed what and when on deals, tickets and payment records. Turn it on per business.

What You Get

Access

  • One login, many businesses, switch from the header
  • Admin, Write or Read role per business
  • Module access and dashboard widget access per user
  • Separate grants for AI query and for viewing gateway credentials
  • Enforced on the API and in the screens

Operations

  • Provision a new merchant account with a branded invite
  • Grant a user access to an existing business or create a new one
  • Log in as a merchant for support, with an on-screen banner and automatic return to your own permissions
  • Audit history on deals, tickets and records
  • Session-cached authorizer backed by AWS Cognito

Why It Matters for a Portfolio

When one platform holds many merchants and many agents, the question is never whether the data is there. It is whether the wrong person can see it. FloPay scopes every list, every report and every ticket to the businesses a user is entitled to, and records every change so a dispute about "who moved this deal" is settled by the history, not by memory.

Set up your team properly from day one

We will map your org chart to roles, modules and partner scopes during onboarding.

Talk to Sales

Frequently Asked Questions

Talk to Sales

Tell us a little about your business and a FloPay specialist will reach out.

Location:

8 The Green, STE B

Dover, Delaware, 19901

Talk to us about access control

Fill this out and a FloPay specialist will reach out, usually the same business day.

Your request goes straight to sales@flopay.co. No spam, no newsletters.