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
Updated 11 months ago