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User roles
Different role permissions for account members.
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
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
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
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
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
Last modified 9mo ago