User roles

Different role permissions for account members.

Administrator

Best for business directors and company administrators who need to access this account fully.

They can:

• View, refund payments

• View, resolve disputes

• Create, view, edit, delete products

• Create, view, edit, delete customers

• Create, view, edit invoices.

• Configure all product settings

• View all transactions

• View payouts

• View balance

• View reports

• Invite, edit, remove team members

• View and edit bank account details

• Create, view, edit, delete API keys

• Edit account details

• Change default currency

• Set settlement currency

• Set brand styling

• Set Invoice template

They can't：

• Delete the default bank account (only the owner can)

• Activate new payment methods (only the owner can)

• Deactivate payment methods (only the owner can)

• Change the account owner

• Close the account

Developer

Best for developers who access API to integrate MoneyCollect.

They can：

• View, refund payments

• View, resolve disputes

• Create, view, edit, delete, products

• Create, view, edit, delete customers

• Create, view, edit invoices.

• Configure all product settings

• View all transactions

• View payouts

• View balance

• View reports

• Create, view, edit, delete API keys

• Edit account details

• Set Invoice template

• Set brand styling

They can't：

• Delete the default bank account

• View and edit bank account details

• Invite, edit, remove team members

• Set settlement currency

• Change default currency

• Activate new payment methods

• Deactivate payment methods

• Change the account owner

• Close the account

Analyst

Best for employees who need to view transactions, balances and settlements.

They can：

• View payments

• View products

• Create, view customers

• View all transactions

• View invoices

• View payouts

• View balance

• View reports

They can't：

• Resolve disputes

• Refund payments

• Create, edit, delete products

• Create, edit, delete customers

• Delete the default bank account

• View and edit bank account details

• Invite, edit, remove team members

• Set settlement currency

• Change default currency

• Activate new payment methods

• Deactivate payment methods

• View, edit, delete API keys

• Set brand styling

• Set Invoice template

• Edit account details

• Change the account owner

• Close the account

Support

Best for specialists who view payments and make refunds in order to support your customers.

They can：

• View payments

• View products

• Create, view customers

• View disputes

• View invoices

• View all transactions

• View balance

They can't：

• Resolve disputes

• Refund payments

• Create, edit, delete products

• Edit, delete customers

• Delete the default bank account

• View and edit bank account details

• Invite, edit, remove team members

• Set settlement currency

• Change default currency

• Activate new payment methods

• Deactivate payment methods

• View payouts

• Create, view, edit, delete API keys

• Set brand styling

• Set Invoice template

• Edit account details

• Change the account owner

• Close the account

View only

Best for people who need to look up data and won't make any change to this account.

They can：

• View payments

• View products

• View customers

• View disputes

• View invoices

• View all transactions

• View balance

• View API keys

• View reports

• View all settings

They can't

• Resolve disputes

• Refund payments

• Create, edit, delete products

• Create, edit, delete customers

• Edit bank account details

• Delete the default bank account

• Activate new payment methods

• Deactivate payment methods

• Change default currency

• Set settlement currency

• Invite, edit, remove team members

• Edit, delete API keys

• Edit account details

• Set brand styling

• Set Invoice template

• Close the account

• Change the account owner