Roles and accesses
The service has a hierarchy of three roles, each with its own features and level of access:
Owner A team founder with maximum rights.
Owner creates a team in the service and is a super-administrator with access to all functions and sections of the personal account
Team Lead Manager with full access to service functions within their assigned accounts.
Team leaders can only be appointed by the owner, giving them authority to deal with certain accounts and team members ΠΊΠΎΠΌΠ°Π½Π΄Ρ
Member A regular user with limited access.
Members can only access the accounts and actions related to their management
Let's break down the accesses and limitations of each individual role in detail below.
1) Owner
Team founder and super-admin.
Role Features:
Creates a team in the service
Has full access to all accounts, cards, users and activities in personal account
The only one who can appoint teamsters
Accesses:
Full access to all accounts, cards and users
Ability to appoint team leaders / memebers and delegate account access to them
Management of all service functions
2) Team Lead
A manager appointed by the owner.
Role Features:
Has full access to the service features, but only within the accounts available to him or her
Can interact with team members and manage their accesses
Accesses:
Inviting new members to the team
Assignment of accounts to members (within the limits available to the team leader)
Creating new accounts
Card Management:
Card issuance
Freezing and thawing of cards
Closing cards
Card Limits:
Setting limits when creating a card and afterwards
Editing the limits set by the owner is not available
Financial Transactions:
Replenishment of accounts
Funds transfers between available accounts
User Management:
Locking and unlocking of membranes
Locking and unlocking owner or other teamleads is not available
METAPAY and 3DS Codes:
Access to METAPAY and 3DS codes on available accounts
Enabling and disabling 3DS on cards
Reports and Accesses:
Access to transactions on available accounts
Downloading tables with data to Excel
Visibility into which members and teamleads have access to specific accounts and cards
3) Member
A normal user who has access only to the accounts assigned to him and working actions with them.
Accesses:
Card Management:
Card issuance
Freezing and thawing of cards
Closing cards
METAPAY and 3DS Codes:
Access to METAPAY and 3DS codes on available accounts
Enabling and disabling 3DS on cards
Card Limits:
Setting limits when creating a card and afterwards
Editing limits set by the ovner or teamleader is not available
Reports and Accesses:
Access to transactions on your accounts
Downloading tables with data to Excel
Restrictions:
Deposit and transfer functions between accounts are not available
The Balance history section is hidden
The Team management section is hidden
No access to information about who else has access to accounts and cards
It is not possible to issue new invoices
It is not possible to change account names
4) Role comparison
Section
Access/Function
Owner
Team Lead
Member
Dashboard
Summary visibility
Yes
Yes
Yes
Accounts
Access to all accounts
Yes
No (appointed only)
No (appointed only)
Issuance of new accounts
Yes
Yes
No
Transfers between accounts
Yes
Yes
No
Changing account names
Yes
Yes
No
Visibility of other users' access
Yes
Yes
No
Team management
Adding Team Lead
Yes
No
No
Adding Member
Yes
Yes
No
Locking and unlocking users
Yes
Yes (members only)
No
View all users of the team
Yes
Yes
No
Cards
Card issuance
Yes
Yes
Yes
Freezing and thawing of cards
Yes
Yes
Yes
Closing cards
Yes
Yes
Yes
Changing card limits
Yes
Yes (if the owner has not previously set a limit)
Yes (if the owner or teamlead has not previously set a limit)
3DS control of the cards
Yes
Yes
Yes
Payments
Viewing payments
Yes
Yes (on available accounts)
Yes (on available accounts)
METAPAY & 3DS
View codes
Yes
Yes (on available accounts)
Yes (on available accounts)
Profile
Profile settings
Yes
Yes
Yes
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