Roles and permissions allow you to manage user access on the dashboard by offering fine-grained control over who can access what part of the dashboard. You can customize the access privileges of a user based on specific user roles, controlling accessibility within the platform. Additionally, you can further customize access with additional user permissions available to some roles, granting or restricting access to sensitive financial information accordingly. This level of granularity ensures that only authorized individuals or groups have the necessary permissions to view and manipulate critical data, mitigating the risk of unauthorized access or data breaches.

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Roles

The following roles are available to dashboard users.
RoleTransactionsConnectionsFlowsBuyersReportsUsersIntegration
Administrator✅✅✅✅✅✅✅
AnalystView only--View only---
Customer Support✅------
System Manager-✅✅----
System Support-View onlyView only----
User Manager-----✅-
For more information, please see our guide on user roles.

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Permissions

The following additional permissions are available to dashboard users with the Analyst and Customer Support roles.
For more information, please see our guide on additional permissions.

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Merchant account

In an environment with multiple merchant accounts, roles play an additional part in how access is treated to each account. Administrators effectively operate at an environment level, providing them with access to all merchant accounts, while users with non-administrator roles are always restricted to the merchant accounts they’ve been assigned access.
RoleAccessInvite
AdministratorCan access all merchant accountsCan invite a user to any merchant account
User ManagerCan only access associated merchant accountsCan only invite to their associated merchant accounts
For more information, please see our guide on merchant accounts.