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.
full access
🔵
view access
⚪
- no access
Permission | Support | Backoffice | Manager | Admin |
Manage payments | ⚪ | ⚪ | 🔵 | 🔵 |
Manage withdrawals | ⚪ | ⚪ | 🔵 | 🔵 |
View statistics | - | 🔵 | 🔵 | 🔵 |
Manage internal transfers | - | ⚪ | 🔵 | 🔵 |
Manage bank accounts | - | - | 🔵 | 🔵 |
Manage fiat top-ups | - | ⚪ | 🔵 | 🔵 |
Manage bank settlements | - | ⚪ | 🔵 | 🔵 |
Manage Balance Conversions | ⚪ | ⚪ | 🔵 | 🔵 |
Manage businesses | - | - | 🔵 | 🔵 |
Manage API Keys | - | - | 🔵 | 🔵 |
Manage whitelisted addresses | - | - | 🔵 | 🔵 |
Manage users and roles | - | - | - | 🔵 |
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 |
Last modified 2mo ago