What do the different user roles mean?
A summary of the different permissions available to each of the roles in the Modulr Portal and what they allow a user with that role to do.
Actions available to each role
Note: Some actions associated with Beneficiaries aren't available to Sage users
Partner Users
Partner user roles follow the same rules as the ones described on this page, except Partner Admins and Admin+Approvers can create Customers.
| Feature | Role: View | Role: View+Approver | Role: User | Role: User+Approver | Role: Admin | Role: Admin+Approver |
|---|---|---|---|---|---|---|
| Customers | View a Customer Find a Delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) | View a Customer Find a Delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) | View a Customer Find a Delegate Grant access to a delegate Revoke access to a delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) | View a Customer Find a Delegate Grant access to a delegate Revoke access to a delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) | View a customer Find a delegate Grant access to a delegate Revoke access to a delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) | View a customer Find a delegate Grant access to a delegate Revoke access to a delegate (Delegates can’t link to other Delegates so don’t have the ‘Customer’ permission) |
| Accounts | View an account View transactions Download proof of account Download statements | View an account View transactions Download proof of account Download statements | View an account View transactions Download proof of account Download statements Edit account alias | View an account View transactions Download proof of account Download statements Edit account alias | View an account View transactions Download proof of account Download statements Add a new account Edit account alias | View an account View transactions Download proof of account Download statements Add a new account Edit account alias |
| Beneficiaries | View beneficiaries View unapproved beneficiaries | View beneficiaries View unapproved beneficiaries Approve/reject beneficiaries | View beneficiaries View unapproved beneficiaries Create Beneficiaries (not available to Sage users) Delete Beneficiaries (not available to Sage users) | View beneficiaries View unapproved beneficiaries Approve/reject beneficiaries Create Beneficiaries (not available to Sage users) Delete Beneficiaries (not available to Sage users) | View beneficiaries View unapproved beneficiaries Create Beneficiaries (not available to Sage users) Delete Beneficiaries (not available to Sage users) | View beneficiaries View unapproved beneficiaries Create Beneficiaries (not available to Sage users) Delete Beneficiaries (not available to Sage users) Approve/reject beneficiaries |
| Payments | View pending and error payments | View pending and error payments Approve/reject payments | View pending and error payments Make payments Upload Payment Files | View pending and error payments Approve/reject payments Make payments Upload Payment Files | View pending and error payments Make payments Cancel payments Upload Payment Files | View pending and error payments Make payments Cancel payments Approve/reject payments Upload Payment Files |
| Rules | View rules on an account | View rules on an account | View rules on an account Create new rules Edit rules Delete rules | View rules on an account Create new rules Edit rules Delete rules | View rules on an account Create new rules Edit rules Delete rules | View rules on an account Create new rules Edit rules Delete rules |
| Reports | Download reports (transactions and user activity) | Download reports (transactions and user | Download reports (transactions and user activity) | Download reports (transactions and user activity) | Download reports (transactions and user activity) | Download reports (transactions and user activity) |
| Notifications | View notification settings (Notifications not available to delegates) | View notification settings (Notifications not available to delegates) | View notification settings (Notifications not available to delegates) | View notification settings (Notifications not available to delegates) | View notification settings Turn on notifications Change notification settings Turn off notifications (Notifications not available to delegates) | View notification settings Turn on notifications Change notification settings Turn off notifications (Notifications not available to delegates) |
| Users | View users Create new user Edit user Remove user | View users Create new user Edit user Remove user |
See also
How do I create a user? →
How do I edit or delete a user? →
How do I view my user details if I’m not an Admin? →
Updated 4 months ago