User role permissions

Comparative table of all available actions and permissions per role.

The available user roles on MoneyMoov are as follows:

  • User - User accounts with this role have access to all actions on an account or merchant that don't require strong customer authentication. For example - Payouts require strong customer authentication.
  • Approver - User accounts with this role have the same access as the "User" role plus the additional actions that require strong customer authentication. For example - They can approve Payouts which require strong customer authentication.
  • AdminApprover - User accounts with this role have the same access as the "Approver" role plus the additional admin actions such as assigning or modifying user roles.
  • PaymentRequestor - User accounts in this role only have permission to use the payment requests to facilitate the receiving of payments.
  • NewlyRegistered - For new users that were invited to a merchant and accepted. It's then up to the inviter to set the required role they wish them to have. This role has no permissions.

Here's a detailed role-permission breakdown:

Newly Registered Payment Requestor User Approver Admin Approver
Payment requests
View ✗ ✓ ✓ ✓ ✓
View metrics ✗ ✓ ✓ ✓ ✓
Create ✗ 🔒 ✓ ✓ ✓
Delete ✗ 🔒 ✓ ✓ ✓
Transactions
View ✗ ✗ ✓ ✓ ✓
Generate statements ✗ ✗ ✓ ✓ ✓
API Tokens
View ✗ ✗ ✓ ✓ ✓
Create ✗ ✗ ✓ ✓ ✓
Beneficiaries
View ✗ ✗ ✓ ✓ ✓
Create ✗ ✗ ✓ ✓ ✓
Notifications
Create ✗ ✗ ✓ ✓ ✓
Delete ✗ ✗ ✓ ✓ ✓
Open banking - Accounts
View ✗ ✗ ✓ ✓ ✓
Open banking - Transactions
View ✗ ✗ ✓ ✓ ✓
Open banking - Consents
View ✗ ✗ ✓ ✓ ✓
Create ✗ ✗ ✓ ✓ ✓
Delete ✗ ✗ ✓ ✓ ✓
Tokenised cards
View ✗ ✗ ✓ ✓ ✓
Delete ✗ ✗ ✓ ✓ ✓
Xero
Xero integration ✗ ✗ ✓ ✓ ✓
Bookkeeping
Bookkeeping ✗ ✗ ✓ ✓ ✓
Accounts
View ✗ ✗ ✓ ✓ ✓
Create ✗ ✗ ✗ ✓ ✓
Rules
View ✗ ✗ ✓ ✓ ✓
Approve ✗ ✗ ✗ ✓ ✓
Create ✗ ✗ 🔒 ✓ ✓
Edit ✗ ✗ 🔒 ✓ ✓
Delete ✗ ✗ 🔒 ✓ ✓
Payouts
View all ✗ ✗ ✓ ✓ ✓
View individually ✗ ✗ 🔒 ✓ ✓
Create ✗ ✗ 🔒 ✓ ✓
Delete ✗ ✗ 🔒 ✓ ✓
Edit ✗ ✗ ✗ ✓ ✓
Submit ✗ ✗ ✗ ✓ ✓
Submit batch payout ✗ ✗ ✗ ✓ ✓
Users
View ✗ ✗ ✗ ✗ ✓
Assign role ✗ ✗ ✗ ✗ ✓
User roles
View ✗ ✗ ✗ ✗ ✓
Delete ✗ ✗ ✗ ✗ ✓
User invites
View ✗ ✗ ✗ ✗ ✓
Create ✗ ✗ ✗ ✗ ✓
Delete ✗ ✗ ✗ ✗ ✓

🔒 = Needs explicit merchant permission.