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
​🔵
 full access
​⚪
 view access
   -     no access
Permission
Support
Backoffice
Manager
Admin
Manage payments
​⚪
 
​⚪
​
​🔵
​
​🔵
​
Manage withdrawals
​⚪
​
​⚪
​
​🔵
​
​🔵
​
View statistics
-
​🔵
​
​🔵
​
​🔵
​
Manage internal transfers
-
​⚪
​
​🔵
​
​🔵
​
Manage bank accounts
-
-
​🔵
​
​🔵
​
Manage bank settlements
-
​⚪
​
​🔵
​
​🔵
​
Manage businesses
-
-
​🔵
​
​🔵
​
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 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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Deposit flow

Last modified 5mo ago

Permission	Support	Backoffice	Manager	Admin
Manage payments	⚪	⚪	🔵	🔵
Manage withdrawals	⚪	⚪	🔵	🔵
View statistics	-	🔵	🔵	🔵
Manage internal transfers	-	⚪	🔵	🔵
Manage bank accounts	-	-	🔵	🔵
Manage bank settlements	-	⚪	🔵	🔵
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 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