This article explains how access control works in the Merchant Dashboard using roles and permissions. You’ll learn what each role allows a user to do—and what it restricts—and where to find a complete list of available roles and permissions.
What are Roles and Permissions?
Roles determine what each team member can see and do in your dashboard. Think of them as job profiles—each role comes with a specific set of permissions designed for different responsibilities.
Users can have multiple roles, and roles can be updated at any time by Admins or User Admins.
Key concepts
Concept | What it means |
Role | A predefined set of permissions for a specific job function |
Permission | A single action, like "view transactions" or "create payouts" |
Multiple roles | Users can have more than one role to expand their access |
Role management | Only Admins and User Admins can assign or remove roles |
Common Roles in the Dashboard
These are the most frequently assigned roles, including examples of what each role can and cannot do:
Role | Actions allowed |
Admin | Full access to all dashboard actions |
User admin | Create, disable or edit users |
Developer | Access API credentials, view logs, test integrations |
Finance | Export cleared transactions, view balances, request withdrawals |
Transactions | View and export transaction history across accounts, search and filter transactions |
Refunds | Create, search, and export refunds; monitor refund status |
Chargebacks | View chargebacks, submit dispute evidence, export chargeback reports |
Invoice Collection | Create and cancel invoice collections, view invoice history |
Payment Links | Create and search payment links |
Payouts | Create single or batch payouts, cancel pending payouts |
Platforms | View and manage subaccount details (settings, balances, bank accounts, transfers, and split transactions) (Only Platform model) |
Fraud | Manage allowlisted users (e.g., add emails or document IDs to allow payments) |
Read-only roles | View areas like finance, transactions, payins, or payouts |
How Permissions Work
Each permission represents a specific action, like:
Exporting a balance report
Creating a payout
Viewing subaccount settings
Roles are collections of these permissions. While you can’t modify individual permissions inside a predefined role, you can assign multiple roles to the same user to expand their access.
Full list of Roles and Permissions
You can view or download the complete matrix of roles and their permissions in the reference below:
This detailed reference includes all roles (Admin, Ops, Developer, Platforms, etc.) and every action each role allows. It’s updated automatically when new features are released.
If you want a full breakdown in article format instead of a table, see:
Managing Access
To view or update user roles:
Go to Settings → Users.
2. Click on a user’s row to see their assigned roles.
3. Use the role dropdown to assign or remove access (only Admins and User Admins can do this).
We recommend assigning high-risk permissions, such as requesting withdrawals, managing payouts, editing account settings, or viewing API credentials, only to users who absolutely need them.