User roles and permissions
Jan 19 2020
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 organisation.

Reference table with roles and permissions

​
πŸ”΅
full access
​
βšͺ
view access
- no access
Permission
Support
Backoffice
Manager
Admin
Manage payments
​
βšͺ
​
βšͺ
​
​
πŸ”΅
​
​
πŸ”΅
​
Manage withdrawals
​
βšͺ
​
​
βšͺ
​
​
πŸ”΅
​
​
πŸ”΅
​
View statistics
-
​
πŸ”΅
​
​
πŸ”΅
​
​
πŸ”΅
​
Manage internal transfers
-
​
βšͺ
​
​
πŸ”΅
​
​
πŸ”΅
​
Manage bank accounts
-
-
​
πŸ”΅
​
​
πŸ”΅
​
Manage bank settlements
-
​
βšͺ
​
​
πŸ”΅
​
​
πŸ”΅
​
Manage businesses
-
-
​
πŸ”΅
​
​
πŸ”΅
​
Manage API Keys
-
-
​
πŸ”΅
​
​
πŸ”΅
​
Manage whitelisted addresses
-
-
​
πŸ”΅
​
​
πŸ”΅
​
Manage users and roles
-
-
-
​
πŸ”΅
​

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 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 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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Reference table with roles and permissions
Permission description