User roles and permissions

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
π΅ full access
βͺ view access
- no access
Permission
Backoffice
Manager
Support
Admin
Manage businesses
-
π΅
-
π΅
View statistics
π΅
π΅
-
π΅
Manage payments
βͺ
π΅
βͺ
π΅
Manage withdrawals
βͺ
π΅
βͺ
π΅
Manage withdrawal approval rules
-
-
-
π΅
Manage internal transfers
βͺ
π΅
-
π΅
Manage bank accounts
-
π΅
-
π΅
Manage fiat top-ups
βͺ
π΅
-
π΅
Manage bank settlements
βͺ
π΅
-
π΅
Manage balance conversions
βͺ
π΅
βͺ
π΅
Manage API keys
-
βͺ
-
π΅
Manage whitelisted addresses
-
π΅
-
π΅
Manage users and roles
-
-
-
π΅
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
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