Edit Roles & Permission

Each Organisation Member must be assigned a specific Role in the system, as Roles define access permissions and available functionality.

We offer four default Roles with predefined access scopes.

Default roles

1. We allow you to choose among four Default roles in our system:

Role	Permissions
Viewer	Can only view data presented within the account, but cannot make any updates in any fields.
Manager	Can manage company data and update business settings.
Administrator	Full access without the ability of modifying the Owner.
Owner	Full access with no restrictions.

1. You can also create a Custom role and set your access abilities or restrictions.

Assign a Role

1. You can assign a particular role to a user when you invite them to join your Organisation and become a Member.

2. In the invite form, choose a Role from the default ones and send the invite.

3. When your teammate joins the Organisation, they already have the corresponding access scope.

Update a Role

1. You can change the Role of the particular Member in the system.

2. Go to Administration settings, choose the Members tab and click the Member name.

3. The system redirects you to the Member info page, where you can click the dropdown list, apply and confirm a new Role.

Pass the Owner role to the Administrator

1. If you are the Owner of your Organisation but want to grant the Administrator your permissions, go to the info page of the Member who performs the Administrator role and update it.

2. Be aware that when you pass the Owner role, you become the Administrator yourself. You cannot regain the Owner permissions unless the new Owner passes this Role back to you.

Permissions per each Role

Merchants

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
Merchant account	View	✅	✅	✅	✅
Merchant account	Edit	✅	✅	✅	❌
Merchant	View	✅	✅	✅	✅
Merchant	Edit	✅	✅	✅	❌
Customer	View	✅	✅	✅	✅
Customer	Edit	✅	✅	✅	❌
Getting started checklist	View	✅	✅	✅	✅
Getting started checklist	Edit	✅	✅	✅	❌

Payments

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
Payment Request	View	✅	✅	✅	✅
Payment Request	Edit	✅	✅	✅	❌
Payment Commit	View	✅	✅	✅	✅
Payment Commit	Edit	✅	✅	✅	❌

API Keys

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
API Key	View	✅	✅	✅	✅
API Key	Edit	✅	✅	✅	❌

Webhook

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
Webhook	View	✅	✅	✅	✅
Webhook	Edit	✅	✅	✅	❌

Processing

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
Checkout	View	✅	✅	✅	✅
Checkout	Edit	✅	✅	✅	❌

Events

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
Events	View	✅	✅	✅	✅
Events	Edit	✅	✅	✅	❌

Lists

Entity	Actions	Owner (Full access)	Administrator (Full access)	Manager (Write)	Viewer (Read only)Text
List	View	✅	✅	✅	✅
List	Edit	✅	✅	✅	❌