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

πŸ”΅ full access

βšͺ view access

- no access

Permission

Backoffice

Manager

Support

Admin

Manage businesses

-

πŸ”΅

-

πŸ”΅

View statistics

πŸ”΅

πŸ”΅

-

πŸ”΅

Manage payments

βšͺ

πŸ”΅

βšͺ

πŸ”΅

Manage withdrawals

βšͺ

πŸ”΅

βšͺ

πŸ”΅

Manage withdrawal approval rules

-

-

-

πŸ”΅

Manage internal transfers

βšͺ

πŸ”΅

-

πŸ”΅

Manage bank accounts

-

πŸ”΅

-

πŸ”΅

Manage fiat top-ups

βšͺ

πŸ”΅

-

πŸ”΅

Manage bank settlements

βšͺ

πŸ”΅

-

πŸ”΅

Manage balance conversions

βšͺ

πŸ”΅

βšͺ

πŸ”΅

Manage API keys

-

βšͺ

-

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 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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