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.