Details on permissions & roles

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 the 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. Accesses should only be given to trusted users who need extensive access to your organization.

 

Note

You can’t give the permissions you don't have. For example, if you don't have the permission to create new users, you can’t give it to another role.

Create a role

 

  1. From the dashboard, click Configuration. A menu unfolds.
  2. Click Roles.
  3. Click Create a new role +. A pop up appears.
  4. Choose its name. 
  5. Click Create +. You can now see the role in the Roles list.
  6. Click the pencil icon.
  7. Click the grey arrow to open the list of permissions.
  8. Select the features and data this role will be able to use.
  9. Click Save.

 

Edit a role

 

  1. From the dashboard, click Configuration. A menu unfolds.
  2. Click Roles.
  3. Click the pencil icon on the line of the role you wish to edit.
  4. Click the grey arrow on top right corner to open the list of permissions.
  5. Select the features and data this role will be able to use.
  6. If you wish to remove a permission, click the cross next to the  feature name.
  7. Click Save.

 

You will find in this table details corresponding to all permissions that you can add to a role.

 

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
Was this article helpful?
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.