Adjust User Roles and Permissions
Log in to the Customer Portal.
Navigate to the “Users” tab from the main menu.
Select the user you wish to edit from the list.
Then “Edit” to view and update their role or permissions.
Use the checkboxes to grant or restrict access as needed.
Pre-existing Roles
Administrator: The first person to complete onboarding becomes the initial Administrator. Admins manage all other users and critical account settings.
Any existing Admin can grant admin roles to other users, enhancing flexibility in managing account responsibilities. There is no limit to the number of users who can hold Admin permissions.
Authorised User: These are users given permissions by an Administrator. Their actions and access are defined individually.
Cardholder: This user can make purchases or payments with a physical or virtual card linked to the company account but cannot access other data or management features.
Role | Description & Permissions |
Administrator | - Full access to all account features - Manage users and permissions - Approve and execute payments - View and export account data - Order and manage cards - Access and manage API keys |
Authorised User | - Access to the customer portal - Only has access levels granted by an Admin - May view account info, initiate payments, and perform allowed operations |
Cardholder | - Use assigned physical/virtual cards - View own card transactions - No access to other account features |
Creating Custom Roles
While it is possible to create entirely new permission roles, we recommend first reviewing the existing roles to fully understand their functionalities. If a new role is necessary, proceed with its creation while ensuring it meets your specific needs.
By effectively managing user roles and permissions, you can ensure that each member of your team has the access they need to perform their tasks efficiently while maintaining the security and integrity of your account information.