Users

Each person using our system needs to get access as a user - whether they use the API or the Client Portal.

Each user needs to be given a role, which allows the user to access certain features.

Roles

Direct Customer	Delegate	Partner
View only	View only	View only
View+Approver	View+Approver
User	User	User
User+Approver	User+Approver
Admin	Admin	Admin
Admin+Approver	Admin+Approver

Permissions

A role can have
- No Access (0)
- Read (1)
- Create (2)
- Update (4)
- Delete (8)
- Approve (16)
permissions within the following functional areas:
- User
- Rules
- Reports
- Payments
- Notifications
- Documents
- Developer
- Customers
- Cards
- Beneficiaries
- Associates
- Accounts
- Approvals