Custom Profile

Use this option to create a profile with specific permissions and apply it to users.

Creating a custom profile is done in stages:

  1. Define the profile name;
  2. Configure access permissions;
  3. Add users (optional);
  4. Review the information;
  5. Confirm the merchants.

Follow the instructions below to complete the process.

Define Profile Name

  1. Enter the profile name;
  2. Click Próximo.

Configure Permissions

  1. Select the permissions for each feature;
  2. Set the type of access:
    • Visualizar;
    • Visualizar e executar;
  3. Click Próximo;
  4. Enter the security token generated in the Cielo Gestão App.

Assign Users to the Profile

  1. Choose whether to assign users to the profile;
  2. If yes:
    • Enter CPF and email, or;
    • Use the Preencher em lote option;
  3. Click Próximo.

Review Profile

  1. Check the configured permissions and information;
  2. Click Próximo.

Confirm Merchants

  1. Check the merchants that the profile will have access to;
  2. Click Próximo.

Complete Profile Creation

After confirmation:

  • The profile is created;
  • If users were added, the invitations are sent.

The invited person must access the provided email to complete registration and activate access.

The invitation expires in up to 3 days.