Guides
GuidesAPI ReferenceGo to DashboardSite >
Start typing to search…

User Roles & Permissions

How to structure access to the Localpayment Dashboard and APIs. Built-in roles, custom roles, and a recommended least-privilege model for payments operations.

Use role-based access control to grant the right level of access to team members across the Localpayment Dashboard and operational APIs. You can define custom roles and assign granular permissions; the Dashboard also provides built-in role profiles you can start from.

📘

Info

You can also create your own user roles in the Configuration section.

Available Roles

ACCOUNT MANAGER

Can set up the merchant account and has access to the reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Configurations:
    • View and edit Clients
      • View and edit Users
    • View Masters
      • View Countries
      • View Currencies
      • View Banks
      • View Concept Codes
      • View Holidays
      • View Document Types
  • Dashboard:
    • View Clients.
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
ADMIN

Can create and authorize (if applicable) payouts, payins, refunds, chargebacks, virtual accounts, currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

Details:

  • Enabled API.
  • View Balance.
  • Configurations:
    • View and edit Clients
      • View and edit Users
      • Management
        • View Information
        • View Account Settings
        • View and edit Banking
        • View and edit Contacts
        • View and edit Roles
        • View and edit Users
        • View and edit Ip Whitelist
        • View Merchants
        • View and edit Notifications
        • View Agreements
        • View and edit BINS
    • View Masters
      • View Countries
      • View Currencies
      • View Banks
      • View Concept Codes
      • View Holidays
      • View Document Types
  • Dashboard:
    • View Clients.
  • Payins
    • View, create, and authorize Manual Payins
    • View and create Virtual Accounts
    • View and execute Chargebacks
    • View, create, and authorize Refunds
      • View Proof of Payment (POP)
    • Checkout
      • View Web Checkout and execute Template
      • View Link Payment
      • View Items
      • View Iframe
      • View and execute Smart Fields Api Keys
      • View appearance
  • Payouts
    • View, create, and authorize Manual Payouts
    • View Proof of Payment (POP)
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View, create, and edit Internal transfer
    • View and create Currency exchange
    • View, create, and edit Wire in
    • View, create, and edit Wire out
API USER

Has full access to the Localpayment APIs.

This user is unable to use the Localpayment Dashboard.

Details:

  • Enabled API.
AUTHORIZER LEVEL 1

Can authorize payouts, refunds, and settlements; create currency exchanges and internal transfers; and has access to reports, balance, and the dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and authorize Refunds
      • View Proof of Payment (POP)
  • Payouts
    • View and authorize Manual Payouts
    • View Proof of Payment (POP)
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View, create, and edit Internal transfer
    • View and create Currency exchange
    • View and edit Wire in
    • View and edit Wire Out
AUTHORIZER LEVEL 2

Can authorize payouts, refunds, and settlements; create internal transfers; and has access to reports, balance, and the dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and authorize Refunds
      • View Proof of Payment (POP)
  • Payouts
    • View and authorize Manual Payouts
    • View Proof of Payment (POP)
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View and create Internal transfer
    • View and edit Wire in
    • View and edit Wire Out
OPERATIONS CHARGEBACK LEVEL 1

Can create chargebacks and has access to reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and execute Chargebacks
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
OPERATIONS CHARGEBACK LEVEL 2

Can create chargebacks and has access to reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and execute Chargebacks
    • View and create Refunds
      • View Proof of Payment (POP)
  • Payouts
    • View and create Manual Payouts
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View and create Internal transfer
    • View and create Currency exchange
    • View and create Wire out
OPERATIONS LEVEL 1

Can create payouts, payins, refunds, and settlement; as well has access to reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and create Refunds
  • Payouts
    • View and create Manual Payouts
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View and create Wire out
OPERATIONS LEVEL 2

Can create payouts, payins, refunds, chargebacks, virtual accounts, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

Details:

  • Enabled API.
  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • View and create Virtual Accounts
    • View and execute Chargebacks
    • View and create Refunds
      • View Proof of Payment (POP)
  • Payouts
    • View and create Manual Payouts
    • View Proof of Payment (POP)
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange
    • View and create Internal transfer
    • View and create Wire in
    • View and create Wire out
RECONCILIATION LEVEL 1

Has access to activity and subscriptions reports.

This user is unable to use the Localpayment API.

Details:

  • Reports:
    • Clients
      • View Activity
      • View Subscriptions.
RECONCILIATION LEVEL 2

Has access to reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Payins
    • Refunds
      • View Proof of Payment (POP)
  • Payouts
    • View Proof of Payment (POP)
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
TREASURY

Can create currency exchange, internal transfers, and settlement; as well has access to reports, balance, and dashboard.

This user is unable to use the Localpayment API.

Details:

  • View Balance.
  • Dashboard:
    • View Clients.
  • Reports:
    • Clients
      • View Activity
      • View Balance
      • View Fides
      • View Subscriptions.
  • Settlement & Exchange:
    • View and create Internal transfer
    • View and create Currency exchange
    • View and create Wire out

Updated 4 days ago