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 organization.

Reference table with roles and permissions

🔵 full access

⚪ view access

- 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