Roles

The platform is based on permissions. This way there is control over what a user can access depending on the permissions they have assigned.

Permission is assigned to a role, and depending on what features (see Turning admin functions on/off for more information) they have, permissions belonging to a role are kept or removed.

SME roles	Internal technical label
Director	ROLE_COMPANY_ADMIN	This role is the manager of a company (CEO, COO, CFO), They can manage the whole company.
Manager	ROLE_DIRECTOR	This role belongs to the Director of a company. They have access to many features, but more so in a read-only role. They can't, for example, create accounts or make payments.
Employee	ROLE_EMPLOYEE	As its name describes, this role belongs to an employee of a company and will ONLY be able to see their information.
Accountant	ROLE_ACCOUNTANT	This is a special role, it belongs to the accountant of the company. They mostly have read-only permissions.

⚠️ Note: The role name displayed in the UI may differ from its internal technical identifier, which can be confusing.

Permissions

As mentioned previously, each role has a set of permissions, these permissions are what allow the platform to know when to display or not something, to allow access to different endpoints, etc. Here is a table describing some:

Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
VIEW_COMPANY_CARDS	This permission allows a user to see all cards belonging to a client	✅	✅	✅	❌	Card feature OFF will remove this permission from all roles
VIEW_MY_CARDS	With this permission, a user can view their cards	✅	✅	✅	✅	Card feature OFF will remove this permission from all roles
EDIT_COMPANY_CARDS	With this permission, a user can edit (cancel, freeze, etc.) a card	✅	❌	❌	❌	Card feature OFF will remove this permission from all roles
ISSUE_COMPANY_CARDS	With this permission, a user can issue cards from the portal	✅	❌	❌	❌	Card feature OFF will remove this permission from all roles

Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
VIEW_COMPANY_EXPENSES	This permission allows a user to see all expenses belonging to a client	✅	✅	✅	❌	Expense feature OFF will remove this permission from all roles
VIEW_MY_EXPENSES	With this permission, a user can view their expenses	✅	✅	✅	✅	Expense feature OFF will remove this permission from all roles
MANAGE_EXPENSES	With this permission, a user can manage (pay, decline, approve, etc.) an expense	✅	❌	❌	❌	Expense feature OFF will remove this permission from all roles
EDIT_EXPENSES	With this permission, a user can edit the information on an expense	✅	✅	❌	✅	Manual expense feature OFF will remove this permission from all roles
CAN_CREATE_EXPENSE	Allows a user to create a manual expense	✅	✅	❌	✅	Manual expense feature OFF will remove this permission from all roles

Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
VIEW_EMPLOYEE_LIST	This permission allows a user to see all employees belonging to a client	✅	✅	✅	❌	Doesn't belong to an ON/OFF feature
MANAGE_EMPLOYEES	With this permission, a user can manage (create, update, delete, etc.) all users belonging to a client	✅	❌	❌	❌	Doesn't belong to an ON/OFF feature
EDIT_EMPLOYEE_PROFILE	With this permission, a user can edit an employees profile	✅	✅	❌	❌	Doesn’t belong to an ON/OFF feature
ISSUE_COMPANY_CARDS	With this permission, a user can issue cards from the portal	✅	❌	❌	❌	Card feature OFF will remove this permission from all roles

Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
VIEW_COMPANY_ACCOUNTS	This permission allows a user to see all accounts belonging to a client	✅	✅	✅	❌	Doesn’t belong to an ON/OFF feature
VIEW_MANAGE_ACCOUNTS	With this permission, a user can manage various accounts (create, update, cancel/remove and get partner products)	✅	❌	❌	❌	Multi-account feature OFF will remove this permission from all roles
CAN_CREATE_CLIENT_ACCOUNT	With this permission, a user can create an account (single one for when multi-account is OFF) and get partner products	✅	❌	❌	❌	Doesn’t belong to an ON/OFF feature

COMPANY	Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
	EDIT_COMPANY_SETTINGS	This permission allows a user to get/update company data and settings	✅	❌	❌	❌	Doesn’t belong to an ON/OFF feature

ACCOUNTING	Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
	MANAGE_THIRD_PARTIES	With this permission, a user can manage the Accounting section in the platform and connect to a third party or download/manage reports	✅	✅	✅	❌	Doesn’t belong to an ON/OFF feature
	CAN_EXPORT_TRANSACTIONS	With this permission, a web portal user is able to Export transaction statements of all their Inbound and Outbound transactions.	✅	✅	✅	❌	The Feature Can See Export will deactivate this from the web sidebar

Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
CAN_CREATE_PAYEE	Allow a user to see the “Create payee” button in the FE and allow creation/update/deletion of beneficiaries in the back end	✅	❌	❌	❌	Doesn’t belong to an ON/OFF feature
ISSUE_PAYMENT	With this permission, a user can issue a new payment	✅	❌	❌	❌	Doesn’t belong to an ON/OFF feature
ISSUE_TRANSFER	With this permission, a user can initiate transfers between accounts	✅	❌	❌	❌	Doesn’t belong to an ON/OFF feature
CAN_MANAGE_FX_TX	With this permission, a user can issue a new FX payment (payments between different currencies)	✅	❌	❌	❌	FX payments feature OFF will remove this permission from all roles

BILLING	Permission	Description	Director	Manager	Accountant	Employee	Features that remove it
These permissions are only for SME roles with rights to make payments, create users, issue cards and create new accounts	CAN_VIEW_FEES	With this permission, a user can view fees related to account/payment/cards/user creation	✅	❌	❌	❌	Billing feature OFF will remove this permission from all roles

Roles

Permissions

VIEW_COMPANY_CARDS

This permission allows a user to see all cards belonging to a client

Card feature OFF will remove this permission from all roles

VIEW_MY_CARDS

With this permission, a user can view their cards

Card feature OFF will remove this permission from all roles

EDIT_COMPANY_CARDS

With this permission, a user can edit (cancel, freeze, etc.) a card

Card feature OFF will remove this permission from all roles

ISSUE_COMPANY_CARDS

With this permission, a user can issue cards from the portal

Card feature OFF will remove this permission from all roles

VIEW_COMPANY_EXPENSES

This permission allows a user to see all expenses belonging to a client

Expense feature OFF will remove this permission from all roles

VIEW_MY_EXPENSES

With this permission, a user can view their expenses

Expense feature OFF will remove this permission from all roles

MANAGE_EXPENSES

With this permission, a user can manage (pay, decline, approve, etc.) an expense

Expense feature OFF will remove this permission from all roles

EDIT_EXPENSES

With this permission, a user can edit the information on an expense

Manual expense feature OFF will remove this permission from all roles

CAN_CREATE_EXPENSE

Allows a user to create a manual expense

Manual expense feature OFF will remove this permission from all roles

VIEW_EMPLOYEE_LIST

This permission allows a user to see all employees belonging to a client

Doesn't belong to an ON/OFF feature

MANAGE_EMPLOYEES

With this permission, a user can manage (create, update, delete, etc.) all users belonging to a client

Doesn't belong to an ON/OFF feature

EDIT_EMPLOYEE_PROFILE

With this permission, a user can edit an employees profile

Doesn’t belong to an ON/OFF feature

ISSUE_COMPANY_CARDS

With this permission, a user can issue cards from the portal

Card feature OFF will remove this permission from all roles

VIEW_COMPANY_ACCOUNTS

This permission allows a user to see all accounts belonging to a client

Doesn’t belong to an ON/OFF feature

VIEW_MANAGE_ACCOUNTS

With this permission, a user can manage various accounts (create, update, cancel/remove and get partner products)

Multi-account feature OFF will remove this permission from all roles

CAN_CREATE_CLIENT_ACCOUNT

With this permission, a user can create an account (single one for when multi-account is OFF) and get partner products

Doesn’t belong to an ON/OFF feature

EDIT_COMPANY_SETTINGS

This permission allows a user to get/update company data and settings

Doesn’t belong to an ON/OFF feature

MANAGE_THIRD_PARTIES

With this permission, a user can manage the Accounting section in the platform and connect to a third party or download/manage reports

Doesn’t belong to an ON/OFF feature

CAN_EXPORT_TRANSACTIONS

With this permission, a web portal user is able to Export transaction statements of all their Inbound and Outbound transactions.

The Feature Can See Export will deactivate this from the web sidebar

CAN_CREATE_PAYEE

Allow a user to see the “Create payee” button in the FE and allow creation/update/deletion of beneficiaries in the back end

Doesn’t belong to an ON/OFF feature

ISSUE_PAYMENT

With this permission, a user can issue a new payment

Doesn’t belong to an ON/OFF feature

ISSUE_TRANSFER

With this permission, a user can initiate transfers between accounts

Doesn’t belong to an ON/OFF feature

CAN_MANAGE_FX_TX

With this permission, a user can issue a new FX payment (payments between different currencies)

FX payments feature OFF will remove this permission from all roles

These permissions are only for SME roles with rights to make payments, create users, issue cards and create new accounts

CAN_VIEW_FEES

With this permission, a user can view fees related to account/payment/cards/user creation

Billing feature OFF will remove this permission from all roles