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  • Reference table with roles and permissions
  • Permission description

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  1. Guides

User roles and permissions

PreviousBlockchain fees for crypto withdrawalsNextDeposit flow

Last updated 1 year ago

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You don't always want to give access to various data to all your team members. Therefore Finrax has implemented multi-level access permissions. There are 4 default role types within the Finrax Dashboard. You can also create custom role types that you can later assign to users in your organization.

Reference table with roles and permissions

- no access

Permission

Backoffice

Manager

Support

Admin

Manage businesses

-

-

View statistics

-

Manage payments

Manage withdrawals

Manage withdrawal approval rules

-

-

-

Manage internal transfers

-

Manage bank accounts

-

-

Manage fiat top-ups

-

Manage bank settlements

-

Manage balance conversions

Manage API keys

-

-

Manage whitelisted addresses

-

-

Manage users and roles

-

-

-

Permission description

Permission

View access description

Full access description

Manage payments

View all payments/deposits within a given business.

Re-initiate a callback for any successful deposit to a pre-configured URL.

Initiate payment requests.

Re-initiate a callback for any successful deposit to a pre-configured URL.

Manage withdrawals

View all crypto withdrawals within a given business

Initiate crypto withdrawal requests

View statistics

-

View statistics/metrics/balances for the whole organisation and all businesses

Manage bank accounts

View bank accounts inside the Bank accounts menu.

Create/edit or delete bank account.

Manage fiat top-ups

View all existing top-ups within a business

Create fiat top-ups

Manage internal transfers

View all internal transfers between businesses

Initiate internal transfers between businesses within the organisation

Manage bank settlements

View all bank settlements within a given business

Initiate bank settlement request

Manage balance conversions

View all existing conversions for a given business

Initiate and execute balance conversions.

Manage businesses

-

Create/edit businesses

Manage API Keys

View created API keys

Create/edit/delete API keys

Manage whitelisted addresses

-

Create/view/delete whitelisted addresses Create a sender account for sending payment links via mail

Manage users and roles

-

Manage organisation users and roles

full access

view access

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