Roles and Permissions (overview)

Action/Role

Viewer

Contributor

Manager

Prerequisites

Verified phone number

X

X

X

KYC required

X

X

General

View support

X

X

X

View session history

X

X

X

Switch organisations

X

X

X

Beneficiaries

Create beneficiaries

X

X

Edit beneficiaries

X

X

Dashboard

View dashboard

X

X

X

View quick buttons

X

X

View task list

X

X

Settings

Edit Personal Settings

X

X

X

Receive Notifications

X

X

X

View Business Settings

X

Edit Business Settings

X

Invite Members

X

Transactions

See transaction details (e.g. attachments)

X

X*

X

Export transactions

X

X*

X

See prepared transactions

X*

X

Prepare transactions

X*

X

Prepare bulk transactions

X*

X

Add analytics label

X

X

X

Upload attachments to transactions

X

X*

X

Authorise transactions

X

Add funds

X*

X

Accounts

See account balance/details

X

X*

X

Open new account

X

Cards

View card transactions

X

X*

X

Manage own card (freeze, set limits)

X*

X

Issue cards / manage cardholders

X

Invoices

Create invoices

X*

X

Approve & send invoices

X

Payment Links

Create payment links

X*

X

Manage payment links

X*

X

Marketplace

Access marketplace

X

X

X

Share business data via marketplace

X

Plans & AI Assistant

Use AI chat assistant

X

X

X

View available plans

X

X

X

Purchase / change plan

X

Documents

Download bank statements

X

X*

X

Download account confirmation

X

X*

X

Download proof of payment

X

X*

X

API Access

View account details & balance

X

View transaction history

X

Create invoice

X

Create customer

X

Create payment link

X

Create check-out sessions

X

Manage webhook endpoints

X