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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