Roles & Permissions

Securing user access with fine-grained controls

Roles and permissions allow you to manage user access on the dashboard by offering fine-grained control over who can access what part of the dashboard.

You can customize the access privileges of a user based on specific user roles, controlling accessibility within the platform. Additionally, you can further customize access with additional user permissions available to some roles, granting or restricting access to sensitive financial information accordingly.

This level of granularity ensures that only authorized individuals or groups have the necessary permissions to view and manipulate critical data, mitigating the risk of unauthorized access or data breaches.

Roles

The following roles are available to dashboard users.

Role	Transactions	Connections	Flows	Buyers	Reports	Users	Integration
Administrator	✅	✅	✅	✅	✅	✅	✅
Analyst	View only	-	-	View only	-	-	-
Customer Support	✅	-	-	-	-	-	-
System Manager	-	✅	✅	-	-	-	-
System Support	-	View only	View only	-	-	-	-
User Manager	-	-	-	-	-	✅	-

For more information, please see our guide on user roles.

Permissions

The following additional permissions are available to dashboard users with the Analyst and Customer Support roles.

• Download reports - provides a user with the ability to download reports that have been created
• Create and schedule reports - provides a user with the ability to create and schedule new reports
• Access buyer billing and shipping details - provides a user with the ability to read a buyer’s billing and shipping details

For more information, please see our guide on additional permissions.