User roles and permissions

Roles define what users can see and do in the Portal.

Each user is assigned a role when created. This determines their level of access across all sections.

Three roles are available by default.

Roles

Administrator:

• Full access to all sections.
• Can manage users and perform all actions.

Supervisor:

• Access to most operational features.
• Can manage transactions, payment links, reports, and terminals.
• Cannot manage users.

Viewer:

• View-only access.
• Cannot create, edit, or perform actions.

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Role assignment

New features are automatically available based on the user’s role. No manual update is required.

Permissions by section

The table below shows what each role can do in each section.

Permissions define what actions a user can perform:

View

Access and read information.

Create

Add new records.

Manage

Edit, update, or perform actions on existing records.

Full access

Includes all available actions, including configuration and management.