Role-based access
User account roles
The following roles with the corresponding capabilities are used in Dashboard when access rights are distributed:
| Support | Operations | Finance | Risks | Merchant admin | |
|---|---|---|---|---|---|
|
Monitoring payments |
 |
|
|
|
|
|
Analysing payments |
 |
|
|
|
|
|
Executing financial operations |
|
|
|
|
|
|
Financial accounting and reporting |
|
|
|
|
|
|
Interface access and project administration |
|
|
|
|
|
Access rights
Access rights to work with different sections of Dashboard are distributed among the roles as follows.
| Support | Operations | Finance | Risks | Merchant admin | |
|---|---|---|---|---|---|
| My team | |||||
| Managing user accounts | |
|
|
|
|
| Finance | |||||
| Viewing the balance sheet | |
|
|
|
|
| Reports | |||||
| Viewing and managing reports | |
|
|
|
|
| Payments | |||||
| Viewing payments list | |
|
|
|
|
| Configuring the list's display mode | |
|
|
|
|
| Viewing payment's detailed information | |
|
|
|
|
| Issuing refunds | |
|
|
|
|
| Performing capture operations | |
|
|
|
|
| Performing cancel operations | |
|
|
|
|
| Payment links | |||||
| Viewing the list of payment link | |
|
|
|
|
| Creating payment links | |
|
|
|
|
| Deactivating payment links | |
|
|
|
|
| Manual Payments | |||||
| Viewing payouts list | |
|
|
|
|
| Configuring the list's display mode | |
|
|
|
|
| Viewing payment's detailed information | |
|
|
|
|
| Issuing payouts | |
|
|
|
|
| Issuing refunds | |
|
|
|
|
| Performing capture operations | |
|
|
|
|
| Performing cancel operations | |
|
|
|
|
| My profile | |||||
| Editing user account's general information | |
|
|
|
|
| Managing Data API tokens | |
|
|
|
|
| Managing technical support bot | |
|
|
|
|
| Analytics | |||||
| Viewing Analytics section | |
|
|
|
|
| Managing analytic boards | |
|
|
|
|
| Projects | |||||
| Viewing projects | |
|
|
|
|
| Editing project settings | |
|
|
|
|