Finrax API
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  1. Guides
  • Articles
    • 10 Cryptocurrency Statistics, Facts, and Trends in 2024
    • Why choose USDT as a settlement currency?
  • Guides
    • How to create a business?
    • User roles and permissions
    • Deposit flow
    • Instant Deposits
    • Settlement allocation ratio
    • One-time payments vs. reusable payments
    • Fixed rates vs Floating rates
    • Whitelisting of addresses
    • How to submit a withdrawal?
    • Our approach to overpayments
    • Wrong chain recoveries
    • Blockchain network selection
    • Settlement currency conversions
    • Adding funds to business through a fiat top-up
    • Withdrawal approvals
  • General Inquiries
    • High-risk countries list
  1. Guides

User roles and permissions

You don't always want to give access to various data to all your team members. Therefore Finrax has implemented multi-level access permissions. There are 4 default role types within the Finrax Dashboard. You can also create custom role types that you can later assign to users in your organization.

Reference table with roles and permissions#

🔵 full access
⚪ view access
- no access
PermissionBackofficeManagerSupportAdmin
PermissionBackofficeManagerSupportAdmin
Manage businesses-🔵-🔵
View statistics🔵🔵-🔵
Manage payments⚪🔵⚪🔵
Manage withdrawals⚪🔵⚪🔵
Manage withdrawal approval rules---🔵
Manage internal transfers⚪🔵-🔵
Manage bank accounts-🔵-🔵
Manage fiat top-ups⚪🔵-🔵
Manage bank settlements⚪🔵-🔵
Manage balance conversions⚪🔵⚪🔵
Manage API keys-⚪-🔵
Manage whitelisted addresses-🔵-🔵
Manage users and roles---🔵

Permission description#

PermissionView access descriptionFull access description
Manage payments
View all payments/deposits within a given business.
Re-initiate a callback for any successful deposit to a pre-configured URL.
Initiate payment requests.
Re-initiate a callback for any successful deposit to a pre-configured URL.
Manage withdrawalsView all crypto withdrawals within a given businessInitiate crypto withdrawal requests
View statistics-View statistics/metrics/balances for the whole organisation and all businesses
Manage bank accountsView bank accounts inside the Bank accounts menu.Create/edit or delete bank account.
Manage fiat top-upsView all existing top-ups within a businessCreate fiat top-ups
Manage internal transfersView all internal transfers between businessesInitiate internal transfers between businesses within the organisation
Manage bank settlementsView all bank settlements within a given businessInitiate bank settlement request
Manage balance conversionsView all existing conversions for a given businessInitiate and execute balance conversions.
Manage businesses-Create/edit businesses
Manage API KeysView created API keysCreate/edit/delete API keys
Manage whitelisted addresses-
Create/view/delete whitelisted addresses
Create a sender account for sending payment links via mail
Manage users and roles-Manage organisation users and roles
Modified at 2024-07-10 12:05:53
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