User roles and permissions
Jan 19 2020
Last updated
Jan 19 2020
Last updated
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.
🔵 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 | 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 |