To manage your users and the information they can access, you can use the roles feature. Lemonway comes with default roles that you can edit, and you can always create your own custom roles. You can assign roles to users when you 👉 create a new Lemonway user.
Note
If you don’t see the Roles option, then you don’t have permission to create or edit roles. Request access to 👉 your account admin. Tools and administration accesses give users permission to make significant changes within your dashboard. Access should only be given to trusted users who need extensive access to your organization.
You can’t give the permissions you don't have. For example, if you don't have permission to create new users, you can’t give it to another role.
Create a role
- From the dashboard, click Configuration. A menu unfolds.
- Click Roles.
- Click Create a new role +. A pop-up appears.
- Choose its name.
- Click Create +. You can now see the role in the Roles list.
- Click the pencil icon.✏️
- Click the grey arrow to open the list of permissions.
- Select the features and data this role will be able to use.
- Click Save.
Edit a role
- From the dashboard, click Configuration. A menu unfolds.
- Click Roles.
- Click the pencil icon on the line of the role you wish to edit. ✏️
- Click the grey arrow to open the list of permissions.
- Select the features and data this role will be able to use.
- If you wish to remove a permission, click the cross next to the feature name.
- Click Save.
Understanding Permissions
Below are the permissions available on your dashboard:
| Dashboard permission | Related dashboard section | Description |
| Account details | Account details | Access: Account details page |
| Initiate auto-KYC towards third party service | Account details | Action: Generate KYC link |
| Edit account status | Account details | Action: Edit accounts status in sandbox |
| Account information | Account details / Accounts information | Access: Accounts information tab |
| Edit account information | Account details / Accounts information | Action: Edit account information |
| Payment methods / Bank accounts | Account details / Payment methods and Bank Accounts | Access: Payment methods and Bank Accounts tabs |
| Add bank account | Account details / Bank Accounts | Action: Add bank account |
| Add non-SEPA bank account | Account details / Bank Accounts | Action: Add non-SEPA bank account |
| Add SEPA bank account | Account details / Bank Accounts | Action: Add SEPA bank account |
| Bank accounts | Account details / Bank Accounts | Access: Bank account tabs |
| Disable bank account / Edit bank account status | Account details / Bank Accounts | Action: Edit & Disable bank account |
| Documents | Account details / Documents | Access: Documents tab |
| Edit document status | Account details / Documents | Action: Edit document status |
| Upload document | Account details / Documents | Action: Upload document |
| Add comment | Account details / Logs | Action: Add comment |
| Account logs | Account details / Logs | Access: Logs tab |
| Account operations | Account details / Operations | Access: Operations tab |
| Account overview | Account details / Overview | Access: Overview tab |
| Create payment form | Account details / Payment methods / Payment forms | Action: Create Payment forms |
| Saved cards | Account details / Payment methods / Saved cards | Access: Saved cards subtab |
| SDD mandates | Account details / Payment methods / SDD mandates | Access: SDD mandates subtab |
| Request SDD | Account details / Payment methods / SDD mandates | Action: Request a debit |
| Add SDD mandate | Account details / Payment methods / SDD mandates | Action: Add a SDD mandate |
| Disable SDD mandate | Account details / Payment methods / SDD mandates | Action: Disable SDD mandate |
| Edit SDD mandate status | Account details / Payment methods / SDD mandates | Action: Edit SDD mandate |
| Wire transfer | Account details / Payment methods / Wire transfer | Action: Do a wire transfer |
| Accounts | Accounts | Access: Accounts page |
| Create account | Accounts | Action: Create account |
| IP address whitelist | Configuration / IP address whitelist | Access: IP address whitelist page |
| Whitelist IP address | Configuration / IP address whitelist | Action: Whitelist an IP address |
| Roles | Configuration / Roles | Access: Roles page |
| Two-factor authentication (2FA) | Configuration / Two-factor authentication | Access: Two-factor authentication page |
| Users | Configuration / Users | Access: Users |
| Create user | Configuration / Users | Invite users |
| Edit user | Configuration / Users | Action: Edit user |
| API keys | Developer / API Keys | Access: API Keys page |
| API documentation | Developer / API Documentation | Access: API documentation page |
| Notifications | Developers / Notifications | Access: Notifications page |
| Notification's logs | Developers / Notifications / Logs | Access: Logs tab |
| Notification's settings | Developers / Notifications / Settings | Access: Settings tab |
| Edit notification's settings | Developers / Notifications / Settings | Action: Edit notifications |
| My account's balance | Home page | Access: Block My account SC balance |
| Turnover of the day | Home page | Access: Block Turnover |
| Incomings of the day | Home page | Access: Block Incomings |
| Outgoings of the day | Home page | Access: Block Outgoings |
| Dashboard & Account overview | Home page | Access: Home page |
| My account (SC) | My account (SC) | Access: My account (SC) section |
| Commissions & fees | My account (SC) / Commissions & fees | Access: Commissions & fees tab |
| Invoices | My account (SC) / Invoices | Access: Invoices tab |
| Add comment (My account (SC)) | My account (SC) / Logs | Action: Add Comment |
| Account logs (My account (SC)) | My account (SC) / Logs | Access: Logs tab |
| Account operations (My account (SC)) | My account (SC) / Operations | Access: Operations tab |
| Simulate a money-in (My account (SC)) | My account (SC) / Operations | Action: Create a Money in in Sandbox |
| Thresholds | My account (SC) / Thresholds | Access: Thresholds tab |
| Cancel incoming operation by check (My account (SC)) | My account (SC) Operation details | Action: Cancel check operation |
| Cancel Direct Debit incoming operation (My account (SC)) | My account (SC) Operation details | Action: Cancel SDD operation |
| Cancel outgoing operation (My account (SC)) | My account (SC) Operation details | Action: Cancel outgoing operation |
| Validate preauth (My account (SC)) | My account (SC) Operation details | Action: Validate preauth |
| Wire transfer request confirmation (My account (SC)) | My account (SC) Operation details | Action: PDF Confirmation money out |
| Refund (My account (SC)) | My account (SC) Operation details | Action: Refund |
| Banking information (My account (SC)) | My account (SC)/ Bank accounts | Access: Bank accounts tab |
| Bank accounts (My account (SC)) | My account (SC)/ Bank accounts | Access: Bank accounts tab |
| Wire transfer (My account (SC)) | My account (SC)/ Bank accounts | Action: Do a wire transfer |
| Cancel incoming operation by check | Operation details | Action: Cancel check operation |
| Cancel Direct Debit incoming operation | Operation details | Action: Cancel SDD operation |
| Cancel outgoing operation | Operation details | Action: Cancel outgoing operation |
| Validate preauth | Operation details | Action: Validate Preauth |
| Wire transfer request confirmation | Operation details | Action: PDF Confirmation money-out |
| Proof of payment | Operation details | Action: PDF Confirmation money-in |
| Proof of payment (My account (SC)) | Operation details | Action: PDF confirmation money-in for My account (SC) operations |
| Refund | Operation details | Action: Refund |
| Operations | Operations | Access: Operations section and pages |
| Simulate a money-in | Operations | Action: Create Money-in in sandbox |
| Payment between accounts | Operations | Action: Send payment between accounts |
| Status page | Status page | Access: Status page |