Roles & Permissions
Audience: All users | Category: Account
Your company Admin assigns one role per user under Settings → Users.
| Can… | Admin | Operator | Viewer |
|---|---|---|---|
| See Dashboard, Transactions, Accounts, Billing | Yes | Yes | Yes |
| View check detail and invoices | Yes | Yes | Yes |
| Request a deposit | Yes | Yes | No |
| Cancel a deposit request | Yes | Yes | No |
| Add or edit accounts, wallets, cards | Yes | Yes | No |
| See Settings and company Account | Yes | Yes (view only) | Yes (view only) |
| Change Connections, Instruments, Distribution flows | Yes | No | No |
| Add, edit, deactivate users; reset passwords and authenticators | Yes | No | No |
| Edit company details and logos | Yes | No | No |
| Own profile, picture, preferences, password, authenticator | Yes | Yes | Yes |
Approving, holding or rejecting a deposit is done by Flint, not by any portal role.
Related articles
- Managing users
- Settings overview
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