Add a new role and permissions

Create a role with exactly the access it needs, share it downstream, and keep existing roles up to date.

Users › Roles & PermissionsAdministrators9 stepsVideo walkthrough

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What you can do here

See the roles in use and the ones that are disabled
Change a role's permissions
Create a role with its own permissions, and share it downstream if you want

Before you start. Log in to the portal and use the Accessing switcher to select the partner or merchant account the role belongs to. New to this? See Log in and reset your password and Switch between accounts.

01See your roles

Roles group permissions together, so everyone with the same role has the same access.

Open Roles & Permissions

In the left navigation sidebar, select Roles & Permissions. The page opens on Active Roles; Disabled Roles lists the ones switched off. Each row shows the role name, creation date, how many accounts it is shared with, who created it, the total users on it, and the last update, with edit and delete icons under Actions.

The Roles and Permissions page on the Active Roles tab, listing roles with role name, creation date, shared, created by, total users, user role, last update, and edit and delete icons, with the Create New Role button — Roles & Permissions, Active Roles. Role names shown are test data.

Find a role

Type in Search to narrow the list.

02Edit a role

Open the role

Select the pencil icon on the role's row. The Edit Role page opens with a dropdown for every module.

Change the permissions

Each module (Users, Organizations, Accounts, Roles, Onboardings, Chargebacks, Transactions, Plans, Subscriptions, Customers, Reports, Applications, Events, Webhooks, Templates, Logs) has its own dropdown. Open one to add or remove permissions; the X on a permission removes it.

Save

Select Update in the bottom right. Everyone with the role gets the new permissions.

The Edit Role page with a permissions dropdown for each module and the Cancel and Update buttons — Edit Role. Select Update to save.

03Create a role

Create New Role opens a three-step wizard: Role Details, Admin Organization Permissions, then Review and Create.

Start a new role

Select Create New Role in the top right corner.

Step 1: Role Details

Enter a Role Name, for example "Finance Operations Manager", and a Description that makes the role's purpose clear. Under Distribute Downstream, choose whether the role is shared with Organizations or Accounts under this one, and tick This role is an Admin if the role should carry admin rights. Select Continue to Next Step.

Step 1 of 3, Create Role, with Role Name, Description, Distribute Downstream options for Organizations or Accounts, the This role is an Admin checkbox, and Cancel and Continue to Next Step buttons — Step 1, Role Details. Test data shown.

Step 2: Admin Organization Permissions

Under Access Templates, each module has a dropdown. Open it and choose the permissions the role should have, giving only what the role needs. Select Continue to Next Step.

Step 2 of 3, Access Templates, with a permissions dropdown for each module such as Users, Organizations, Accounts, Roles, Onboardings, Chargebacks, Transactions, Plans, Subscriptions, Customers, Reports, Applications, Events, Webhooks, Templates, and Logs — Step 2, permissions by module.

Step 3: Review and Create

Check the role details and the Access Level for each module. Select Create Role. The role appears in Active Roles.

Step 3 of 3, Review and Create, with the role name and description, the Access Level for each module, and the Cancel and Create Role buttons — Step 3, Review and Create.

Giving someone the role? See Assign a role to a user.

Key terms

Role: A named set of permissions. Every user has one role.
Permission: What a role can do in a module, for example Read, Create, Update, or Delete.
Distribute downstream: Making a role available to the organizations or accounts under this one.

Roles & PermissionsAssign a role to a userOpen guide Users & InvitesInvite a new userOpen guide Users & InvitesUpdate a user's account informationOpen guide

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What you can do here

01See your roles

Open Roles & Permissions

Find a role

02Edit a role

Open the role

Change the permissions

Save

03Create a role

Start a new role

Step 1: Role Details

Step 2: Admin Organization Permissions

Step 3: Review and Create

Key terms

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