Access roles

Opening the item

Follow the steps below to see access role details :

Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Access roles menu item to open the Access role list.
Click Edit in an access role line to open its details.

How to create an Access role

Access roles have to be assigned to Persons, Companies, and Company staff. For example, a company employee can be assigned to a list of actions permitted in the Company’s web interface.

To create an Access role

Click Add New in the top-right corner of the Access roles tab.
Type in the name and description you want to set for the access role.
Select a user type the role will be applied to in the Use Default For drop-down menu.
If the None option is selected, the role will not be applied automatically—manual assignment will be required.
Disable the Enabled checkbox if you want to activate the access role later.
Select the actions allowed for the access role in the Roles list (see the following sections for details on the actions)
Click Create to confirm the changes.

Now the Access role is created and ready to be assigned to a Client.

How to assign an Access role

To assign an Access role to a Client

An existing Access role is required, see the previous section for details.
Navigate to the Persons/Companies/Company staff tab (depending on the type of the Client you need the Access Role to be assigned to).
Click Edit to be navigated to the corresponding Client’s profile.
Navigate to the Security section of the profile for Persons and Companies. The step is omitted for Company staff profiles.
Click Access roles, a list of created Access roles will be demonstrated in the drop-down menu.
Select an Access role you need to assign to the Client.
Click Update to apply the changes.

Component parameters

Parameter	Description
Id	The column demonstrates unique role identification numbers in the Crassula system.
Name	The column includes access roles names.
Description	Additional role description defined while creation.
Use Default For	Defines the user type the role is applied to automatically: None (not applied automatically) Person (see Persons for details) Company (see Companies for details) Company staff (see Company staff for details)
Enabled	Defines whether the role status is Enabled or Disabled.
Action	Browse, edit, or delete role details. Click Edit to open a role with the right to edit the details. Click Delete to remove a role.
Filters	Search for access roles by names and status; multiple-choice is available.
Add new	Create an access role manually, see the following sections for details.
Help	Click to access the current page right from the Admin Panel.

Configuring the component

Access role details is the main panel of role information display and editing.

Parameter	Description
Name	The name set during the role creation process.
Description	Additional role description set during the creation process.
Use Default For	Defines the user type the role is applied to automatically: None (not applied automatically) Person (see Persons for details) Company (see Companies for details) Company staff (see Company staff for details)
Enabled	Defines whether the role status is Enabled or Disabled.
Roles	Defines the actions allowed for the access role in the list: Client Account provides access to the following actions: List – browse the account list. When disabled, the client will not be able to see and create accounts. Requisites - browse account requisites and top up the account with a manual bank transfer. View – browse account details. Create – open a new account. Close – delete an account (see Accounts for details). Client Transfer provides access to the following actions: Cancel – delete a drafted transfer Dynamic – dynamic transfers execution with variable parameters List – browse the executed transfers list. When disabled, the client will not be able to see the list of transfers and create new payments. View – browse the transfer details Statement – upload an account statement Payslip – send a transfer via the Payslip provider SEPA– send a transfer via the SEPA provider Send – send a drafted transfer Internal – send a transfer to another client Swift – send a transfer using SWIFT Self – transfer money between the Client’s accounts Card – transfer money between the Client’s cards Local – send local UK transfers in pounds Crypto – transfer cryptocurrency Client Balance provides access to the following actions: List – browse the Client balance(s) Client Issued Card provides access to the following actions: Activate – change the status of a new card to active Block – disable all transactions for a card Change Pin – set or update a card pin-code Get – browse issued cards details Get Pin - browse issued cards pin codes Create – issue a new card List – browse all the issued cards. Make sure to disable the Client Issued Card Settings>Show action to disable the Cards section in the Web Interface. Top Up – top up the card from an account / a card Unblock – enable all transactions for a blocked card Client Issued Card Settings provides access to the following actions: Show – browse the cards settings. Make sure to disable the Client Issued Card>List action to disable the Cards section in the Web Interface. Update – edit the cards settings Client Client Card provides access to the cards used for account top-up: List – browse the cards that have been used for account top-up View – browse the card details that have been used for account top-up Update – edit a saved top-up card Close – disable a top-up card Create – save a card for further top-ups Delete – discard a saved top-up card Client Profile provides access to the following actions: View – browse profile details with no right to edit Update – edit profile details Client Token provides access to the following actions: Create – issue a personal key token Client Company provides access to the following actions: List – browse the associated companies list View – browse the associated companies details (see Companies for details) Create – create an associated company (see Companies for details) Client Company Staff provides access to the following actions: List – browse the list of Company personnel (see Company staff for details) Client Exchange provides access to the following actions: Currency – browse the currency of the executed exchange transactions View – browse the exchange transactions details List – browse the list of executed exchange transactions Update – change transaction details Client Document provides access to the following actions: List – browse all the documents uploaded Create – create a new Client document Update – edit a document Upload – upload a new document View – browse the details of an uploaded document (see the Identification section of Getting Started – Banking Admin Panel for additional information) Client Drafts provides access to the following actions: Confirm – confirm a draft creation Delete – remove a transaction draft Create – add a transaction draft Client Existing Recipient provides access to the following actions: List – browse the transfer history and the recipients Client Fee provides access to the following actions: Fees – browse the fees applied to the Client Transfer – browse transfer fees Currency – browse exchange transactions fees Client Issued Card Holds provides access to the following actions: List – browse all the card holds Client Issued Card Limit provides access to the following actions: List – browse the limits applied Create – add a limit for card transactions Delete - discard a limit Client Limit provides access to the following actions: List – browse the limits applied to the Client (see Limits for details) Client Payout (eCom) provides access to the following actions: Create – create a Payout payment to a client for POS transactions executed in a period Parameters list – browse the payout details and settings Person Email provides access to the following actions: List – browse all the Client emails Add – add a new email to the Client’s profile Update – change an email details Delete – discard an email Mark as primary – set an email as a primary contact Send verification code – verify email and other transactions Person Phone provides access to the following actions: List – browse all the Client emails Add – add a new email to the Client’s profile Update – change an email details Delete – discard an email Mark as primary – set an email as a primary contact Send verification code – verify email and other transactions Verify – verify a phone number using verification codes Client Push Notification Subscription provides access to the following actions: Create – Add a subscription to transaction notifications Delete – discard a subscription List – browse active subscriptions Client Referral program provides access to the Referral program: List – access referral codes Reports provides access to the following actions: Companies – create and manage company transactions reports Persons – create and manage person transactions reports Transactions – create and manage transactions reports Client Fee FX markup provides access to the following actions: List – browse all FX markups set for the Client View – browse markup details Status update – change the status of a markup Create – create a new markup Update – change markup details Delete – discard a markup Client Price list provides access to the following actions: List – access the list of price lists View – browse price list details Assign – assign a price list Delete – discard a price list Client Fee Transfer Fees provides access to the following actions: List – access the list of charged fees View – browse details of a charged fee Create – create a transfer fee Update – change a transfer fee Delete – discard a transfer fee Client Transfer Templates provides access to the following actions: List – browse all transfer templates created by the Client Create – create a template Update – change a template Delete – discard a template View – browse templates details Client Vault provides access to the following actions: List – access the list of Vaults View – browse Vault details Create – open a new Vault account TopUp – top up a Vault account Withdrawal – withdraw funds from a Vault account Vaults – access the list of Vaults in the Admin Panel
Help	Click to access the current page right from the Admin Panel.

Useful tips

Remember to assign an access role to decision-makers of a company (for example, a CEO or an accountant).