This reference provides a complete summary of each role available in the Merchant Dashboard, including the actions each role is allowed to perform.
You can view the complete matrix of roles and their permissions in the Merchant Dashboard here: 🔗 Roles & Permissions Matrix
Admin
✅ Some allowed actions:
Manage users
Edit account settings
View and rotate API keys
Create and cancel payouts
Configure integrations
Access all financial data
View logs and developer tools
🚫 Restrictions:
— (Full access)
User admin
✅ Some allowed actions:
Invite, disable, or update user roles
View the user list
🚫 Restrictions:
Cannot access financial data
Cannot create or manage payouts
Finance
✅ Some allowed actions:
Export cleared transactions
View balances and financial reports
Request withdrawals
🚫 Restrictions:
Cannot manage users
Cannot create or cancel payouts
Finance Admin
✅ Some allowed actions:
All actions from Ops – Finance
Export more detailed financial data
🚫 Restrictions:
Cannot manage users
Cannot approve payouts
Read Only Finance
✅ Some allowed actions:
View balances
View financial reports
🚫 Restrictions:
Cannot download files
Cannot request withdrawals or refunds
Payouts
✅ Some allowed actions:
Create single and batch payouts
Cancel pending payouts
Export and view payout data
🚫 Restrictions:
Cannot manage users
Cannot access refund tools or developer settings
Payouts on hold
✅ Some allowed actions:
Create on-hold payouts (single or batch)
🚫 Restrictions:
Cannot cancel or release payouts
Cannot edit payout settings
Payouts Approver
✅ Some allowed actions:
Approve payouts created by others
🚫 Restrictions:
Cannot create or manage payouts
Cannot access financial reports
Refunds
✅ Some allowed actions:
Create and view refunds
Track refund status
🚫 Restrictions:
Cannot access payouts, balances, or financial exports
Refunds – No export
✅ Some allowed actions:
Create and view refunds
🚫 Restrictions:
Cannot export refund data
Chargebacks
✅ Some allowed actions:
View chargebacks
Submit dispute evidence
Export chargeback lists
🚫 Restrictions:
Cannot access financial balances or payouts
Read Only Transactions
✅ Some allowed actions:
View transaction data
🚫 Restrictions:
Cannot export or modify transactions
Read Only Payins
✅ Some allowed actions:
View incoming payments
🚫 Restrictions:
Cannot take action on payments
Read Only Payouts
✅ Some allowed actions:
View payout activity
🚫 Restrictions:
Cannot create or cancel payouts
Invoice Collection
✅ Some allowed actions:
Create invoice collections
Cancel invoice collections
🚫 Restrictions:
Cannot edit payment links
Cannot manage users
Payment Links
✅ Some allowed actions:
Create payment links
Search existing links
🚫Restrictions:
Cannot access financial data
Cannot use developer tools
Transactions
✅ Some allowed actions:
View and search transactions
Filter transaction history
🚫Restrictions:
Cannot refund or modify transactions
Cannot export data or access balances
Refunds
✅ Some allowed actions:
Create and view refunds
Monitor refund status
🚫Restrictions:
Cannot access payout tools or reporting
Chargebacks
✅ Some allowed actions:
View and manage chargebacks
Submit evidence for disputes
🚫Restrictions:
Cannot access user data or financial configuration
Invoice Collection
✅ Some allowed actions:
Create and cancel invoice collections
🚫Restrictions:
Cannot edit other payment tools
Cannot manage users
Payment Links
✅ Some allowed actions:
Create and search payment links
🚫Restrictions:
Cannot access financial operations or logs
Platforms Admin
✅ Some allowed actions:
Manage subaccount settings
Request subaccount withdrawals
View split transactions and transfers
🚫 Restrictions:
Cannot create payouts for the main merchant
Cannot manage users
Platforms Finance
✅ Some allowed actions:
View financial data for subaccounts
🚫 Restrictions:
Cannot execute withdrawals
Cannot edit account settings
Platforms View
✅ Some allowed actions:
View subaccounts, balances, and basic data
🚫 Restrictions:
Cannot perform any actions or make changes
Fraud
✅ Some allowed actions:
Add users to the allowlist (by email or document ID)
🚫 Restrictions:
Cannot view transactions or reports
Cannot manage users or balances
Developer
✅ Some allowed actions:
Access, create, rotate and disable API credentials
View API logs
Test integrations
View integration settings
🚫 Restrictions:
Cannot perform financial operations
Cannot manage users or roles
Ops Admin
✅ Some allowed actions:
Access all operational sections: payouts, finance, refunds, and chargebacks
Restrictions:
Cannot manage users
Cannot change account-wide settings