User Roles
User Roles
The following are the user roles available for client users logging into the Azupay client dashboard. The table below describes what dashboard functions are available to users of different role types.
| Dashboard page | Function | Customer Service Operator | Finance Operator | Tech Admin | Finance Manager | Finance Admin | Admin |
|---|---|---|---|---|---|---|---|
| Dashboard - home | View accounts balance | NO | YES | YES | YES | YES | YES |
| Reports | Download reports | NO | YES | YES | YES | YES | YES |
| Transactions | Search for transactions | YES | YES | YES | YES | YES | YES |
| Transactions | Refund payments | NO | NO | NO | YES | YES | YES |
| Payment Agreements | View Payment Agreements | YES | YES | YES | YES | YES | YES |
| Balance Management | Instant Settlement - sweep out funds to nominated client bank account | NO | NO | NO | NO | YES | YES |
| User Management | - Ability to invite additional users (of the same role) to the dashboard - Ability to update the roles of users to the same role, or less privileged role | NO | NO | YES | NO | YES | YES |
| Apps | - Manage Checkout App - Manage Batch interface - Manage Xero App | NO | NO | YES | NO | NO | Yes |
| Settings | - Manage API Keys (Create, Copy, Disable) - Manage top-up PayID Manage webhook settings - Customise dashboard logo - Manage IP Whitelisting - Manage webhooks settings | NO | NO | YES | NO | NO | YES |
Note for integration partners
Azupay offers flexible integration options tailored to yours and your sub-clients' needs. In specific integrations where you serve as the technology partner for your sub-clients, your privileges and user roles within their accounts will be restricted to technical tasks only. You will not have the capability to execute any financial transactions on their behalf.
Guidance for clients that are being assisted by Technology Partners
If you have engaged an integration partner to assist you with implementing Azupay’s products, they may be assigned as a persistent Technical Administrator of your instance. When this occurs, your partners access will be restricted to technical tasks only. In these circumstances, we may also recommend that your staff aren’t assigned full administrative or technical admin privileges to ensure technical integration configurations aren’t accidentally edited by your staff.
For comprehensive guidance on integration configurations that align with your requirements, please reach out to our support team. They will be delighted to assist you in configuring an integration solution that best suits your needs.
Role Hierarchy
For the roles above, there is a hierarchy in place to ensure a user without a certain privilege (such as refunds) cannot invite another user which does have that certain privilege. This is a security feature to prevent any roles from generating additional privileges that they did not have in the first place.
Example: Tech Admins do not have refund privileges, and therefore cannot invite Finance Managers, Finance Admins or Admins as theses roles have the ability to perform refunds.
The invitation hierarchy as follows:
- An Admin can invite users with all roles
- A Finance Admin can invite Finance Managers, Finance Operators and Customer Service Operators
- A Tech Admin can only invite Finance Operators and Customer Service Operators
Updated 9 months ago