Permission Roles
As your dashboard will hold sensitive information we have devised 3 roles in order to give you better control.
In general terms:
Viewer: Can view most pages except API Keys. Cannot edit any setting.
Editor: Can view all pages. Can edit all settings in Test mode. Limited edition permissions in Live Mode.
Admin: Can view all pages. Can edit all local and organization-level settings. Can invite and remove team members.
For more detailed permissions please see the table below:
| Actions | Mode | Viewer | Editor | Admin |
|---|---|---|---|---|
| Sign up | Indifferent | ✅ | ✅ | ✅ |
| Log in | Indifferent | ✅ | ✅ | ✅ |
| See API Keys page | Live | ✅ | ✅ | |
| See API Keys page | Test | ✅ | ✅ | |
| Copy API Keys | Live | ✅ | ||
| Copy API Keys | Test | ✅ | ✅ | |
| Activate API Key | Live | ✅ | ||
| Roll API Key | Live | ✅ | ||
| Roll API Key | Test | ✅ | ||
| Reveal API Key | Live | ✅ | ||
| See Webhooks page | Live | ✅ | ✅ | ✅ |
| See Webhooks page | Test | ✅ | ✅ | ✅ |
| Create a Webhook Endpoint | Live | ✅ | ||
| Create a Webhook Endpoint | Test | ✅ | ✅ | |
| Reveal Webhook Endpoint Secret | Live | ✅ | ||
| Reveal Webhook Endpoint Secret | Test | ✅ | ✅ | |
| Send Test Webhook Endpoint | Test | ✅ | ✅ | |
| Activate/Deactivate a Webhook Endpoint | Live | ✅ | ||
| Activate/Deactivate a Webhook Endpoint | Test | ✅ | ✅ | |
| Remove a Webhook Endpoint | Live | ✅ | ||
| Remove a Webhook Endpoint | Test | ✅ | ✅ | |
| See Links page | Live | ✅ | ✅ | ✅ |
| See Links page | Test | ✅ | ✅ | ✅ |
| Create a Link | Live | ✅ | ✅ | |
| Create a Link | Test | ✅ | ✅ | |
| Filter Link | Live | ✅ | ✅ | ✅ |
| Filter Link | Test | ✅ | ✅ | ✅ |
| Activate/Deactivate Link | Live | ✅ | ✅ | |
| Activate/Deactivate Link | Test | ✅ | ✅ | |
| Remove a Link | Live | ✅ | ✅ | |
| Remove a Link | Test | ✅ | ✅ | |
| View Payment Intents page | Live | ✅ | ✅ | ✅ |
| View Payment Intents page | Test | ✅ | ✅ | ✅ |
| Filter Payment Intents | Live | ✅ | ✅ | ✅ |
| Filter Payment Intents | Test | ✅ | ✅ | ✅ |
| Export a list of Payment Intents | Live | ✅ | ✅ | ✅ |
| Export a list of Payment Intents | Test | ✅ | ✅ | ✅ |
| Initiate Refund to Payment Intent | Live | ✅ | ✅ | |
| Initiate Refund to Payment Intent | Test | ✅ | ✅ | |
| Cancel Refund to Payment Intent | Live | ✅ | ✅ | |
| Cancel Refund to Payment Intent | Test | ✅ | ✅ | |
| View Payouts Page | Live | ✅ | ✅ | ✅ |
| View Organization Settings page | Indifferent | ✅ | ✅ | ✅ |
| Request change for Org Name | Indifferent | ✅ | ||
| Request change for Org RUT/RFC | Indifferent | ✅ | ||
| Edit billing and technical emails | Indifferent | ✅ | ||
| Change API Default Country | Indifferent | ✅ | ||
| Contact sales to upgrade plan | Indifferent | ✅ | ✅ | |
| View Team members | Indifferent | ✅ | ✅ | ✅ |
| Invite Team members | Indifferent | ✅ | ||
| Edit the roles of Team members | Indifferent | ✅ | ||
| Delete a Team member | Indifferent | ✅ | ||
| View My Profile Settings page | Indifferent | ✅ | ✅ | ✅ |
| Change your Dashboard language (locally) | Indifferent | ✅ | ✅ | ✅ |
| View Subscriptions Page | Live | ✅ | ✅ | ✅ |
| View Subscriptions Page | Test | ✅ | ✅ | ✅ |
| View Charges Page | Live | ✅ | ✅ | ✅ |
| View Charges Page | Test | ✅ | ✅ | ✅ |
Updated 2 months ago