Team Permissions

Last updated: 14th July 2022

We’ve updated our user management and roles to Team Permissions to reflect the extra functionality of custom roles.

Not all users on the Dashboard have the same permissions. Control what your users can access with Team Permissions, a set of roles that can be applied to a group of users. If you have multiple entities, you can also decide which of these each user has access to.

This page explains:

Pre-defined roles
Custom roles
How to manage your users

Pre-defined roles

The Dashboard comes with several pre-defined roles, so you can ensure your users have the appropriate permissions across the platform.

The Dashboard has 7 pre-defined user roles:

Administrator Owner
Administrator
Developer
Disputes Manager
Disputes Operator
Support Manager
Read Only

The Administrator Owner is the overall owner for the account.

Each role comes with its own set of permissions, as described in the table below:

Permission	Admini strator owner	Admini strator	Deve loper	Disputes Manager	Disputes Operator	Support Manager	Read only
Transfer ownership
View and manage users Add, edit, and delete users.
View homepage and analytics
View payments View payments list and search for payments.
Manage payment documents
Manage payments Capture, void, or refund payments.
View disputes View the Unanswered disputes and All disputes lists.
Manage disputes Accept disputes and submit evidence.
View and generate payment reports
View access keys
Manage access keys Regenerate an access key secret.
View settlements
View sub-entities View list of own sub-entities only.
Manage sub-entities View, onboard and edit sub-entities' details.
Download sub-entity files Download files associated with sub-entities
View and download monthly invoices
Edit decline lists and risk rules

Custom roles

Create a role

To create a custom role, navigate to Settings > Team Permissions and find the Users section. When you select + New role, you will be taken to the roles section where you'll be able to select various permissions and provide a name.

When you name roles, remember to make them unique and add a description that summarizes the permissions the role will cover.

Review the available permissions by navigating through the sidebar menu. You can pick and choose the permissions you need to create a custom role. Select a minimum of one permission.

There are three permissions that cannot be granted to a custom role:

Roles management – only admins and owners have this permission.
Access keys refresh – only the owner of the account can have this permission.
Transfer ownership of the account – only the owner of the account can have this permission.

Once you are happy with the permissions you have selected, save this custom role by selecting Create role.

View all roles

Selecting View all roles shows all roles set up and currently active for your organization for both custom and pre-defined roles.

Edit a role

You can edit permissions assigned to a role at any point. Note that editing a role will affect permissions for all users who are assigned to that role.

Delete a role

When a role is no longer needed, you can delete it from the details page for that role. Note that any user assigned to a role that is deleted will be transferred to the Read Only role by default.

Manage your users

Anyone with 'View users' permission have access to the Team Permissions screen (under Settings), which provides a record of all users on an account. Depending on your entity access and business needs, the list on view will filter to reflect the users whose details you can edit. The Administrator Owner can view and manage all users for all entities on the account.

View users

The Team Permissions screen provides a view of all users at a glance, including their roles and user status.

The Last login column reflects the three possible user statuses:

PENDING: the user has recently been invited to your platform and is yet to accept the invitation and set up their login details. Users have seven days to accept an invitation before it expires.
[Timestamp]: the user has accepted the invitation. The date and timestamp on view show the last time the user accessed the platform.
EXPIRED: the user has accepted the invitation. The date and timestamp on view show the last time the user accessed the platform.

To view more information or edit a user's details, click on a row. You will be taken to the user's profile.

Add a user

You can add as many users to your Dashboard as you require. A user’s email, name, and role are all mandatory, as well as the entities you want them to have access to.

In Settings > Team Permissions, select +New user under the Users header. A new screen will load.
Enter the user's First name, Last name, and Email.
Tick the Legal entities you want the user to have access to.
Select the Role you want the user to have. By default, this is set to Read Only.

You can only assign a user to the entities that you have access to. Once added, another Administrator can amend the user’s access if required.

Select Save new user.

A confirmation message pops up and you will be taken to the new user's profile.

The new user has a PENDING status. When they activate their account, this will be replaced with a timestamp.

Edit a user

Edit an existing user's role and entity access.

In Settings > Team Permissions, select a user. This will open the details pane on the right side of your screen.
Use the Role drop-down to update a user's role.
Tick or untick the Legal entities you want the user to have access to.
Select Save to confirm.

The user's details are updated.

Delete a user

Delete a user to revoke all their access rights and completely remove them from the platform.

In Settings > Team Permissions, select a user. This will open the user's profile page.
In the top right of the page, select Delete user.
To confirm, select Delete user again.

A confirmation message pops up and the user is removed from the Team Permissions screen.