How to View Permissions for a Role

Firstly, please note that to view the permissions a role has, you will need to be assigned a role that has the View roles permission enabled, i.e.,

Option 1: Roles and Permissions

To view a role's permissions in the roles and permissions tab:

1. Navigate to the System administration section of the portal.

2. Go to the Roles and permissions tab, under Users and roles:

3. Click on any role listed and their associated permissions will appear in a sidebar:

Option 2: User Management

To view a role's permissions in the user management tab:

1. Navigate to the System administration section of the portal.

2. Go to the User management tab, under Users and roles:

3. Click on any user in the table.

4. Click Edit roles:

5. Click See all role descriptions which is located above the dropdown field:

6. You’ll see a list of all roles in your merchant account. Click Show permissions next to any role to view its enabled permissions:

For example, if we open the permissions for the PaymentRequestor role, the following permissions are shown:

A user with this role can:

• View, create, edit, and delete payment requests
• View payment request settings

They cannot view any other modules in the merchant account, such as:

• Current Accounts
• Accounts Payable
• Rules