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User-Level Trust Configuration
In the Organization Panel, administrators can label users as "Trusted" or "Basic." This status determines which payment methods are available to them during the checkout. This setting can be updated on a per user profile level.
If a user has Customer Status = Trusted, then all payment methods are available to her.
If a user has Customers Status = Basic, then only payment methods configured as “Everyone” are available during checkout.Organization-Wide Setting for New Users
In the admin panel, admins can determine whether new users should be automatically classified as “Trusted” or “Basic”.
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The Customer Type and the associated trust level is not visible to customers. |
Use Case Example
For a service bureau that receives orders worldwide:
Trusted customers can pay using invoices or simpler methods like Purchase Orders, depending on their region.
New or untrusted customers are limited to credit card payments, protecting the service bureau from potential financial losses.
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