Role management

Users can have different roles. The different roles are associated with different rights. The following roles can be assigned by the admin:

Admin

The admin has the most extensive rights and can make all settings for organizations and payments. An admin can assign the Admin role to an invited user. This user can change the role of the existing admin. An admin can view, create and edit all payments and payment plans for an organization.

Editor

The editor cannot make any organization settings. Editors can create, send and edit payments and payment plans. Editors see all payments of an organization.

Creator *

The creator cannot make any organization settings. They can create and send payments, but not edit them. A creator can view all payments of an organization.


Viewer *

The viewer cannot make any organization settings. They can view all payments, but cannot create or edit payments.

* Optional: Restricted

The role of creator and viewer can optionally be set as a restricted role. The term restricted after a role means that only your own payments can be viewed and managed.