Skip to main content

What does each permission mean?

Written by Anna

Basically, all permissions grants access to the specific sections or actions. For now we have the following customization:

Wallet

  • View wallets — allows viewing all connected wallets to the workspace. If this permission is enabled, the user will also see transactions on the Transactions page from the company owner’s wallets.

  • Create / Connect wallets — allows to create new wallets by the user and allows to see created wallets. If this permission is enabled, the user will see transactions on the Transactions page only from the wallets that they have linked or created themselves.

  • Edit wallets — allows editing the names of existing wallets.

Payments section

  • View payments — allows viewing all created payments and batches.

  • Create payments — allows creating payment requests. To send the money, approve from workspace owner is needed.

  • Send payments - allows you to make payments for a previously created payment or reject it.

Counterparties section

  • View counterparties — allows viewing counterparties created by the invited manager or the company owner. Enabling this permission allows the user to view all counterparties.

  • Create counterparties — allows viewing counterparties created by the invited manager and creating new counterparties.

  • Edit counterparties — allows editing all counterparties.

Invoice section

  • View invoices — allows viewing all created invoices.

  • Create invoices — allows viewing invoices created by the user and creating new ones. Invoices created by an invited manager are sent to the company owner for approval.

AML section

  • AML checks — allows submitting wallets for AML checks.

Settings section

Did this answer your question?