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Role resources determine the specific abilities that a user will have when navigating the Portal. In many cases, the Default Roles available for Referrers and Merchant-level Users provide the necessary access capabilities that most Users need to perform daily actions such as creating Transactions or Withdrawals. For unique cases where Default Roles don’t satisfy the specific criteria required by the Parent Entity or Users, Custom Roles allow individual assignment of specific resources (see below) with sub-resources for a completely modular user setup.

Default Roles

Default Roles determine the level of Portal access for a user. Referrer-level Access Roles are roles available to users of a Referrer-level entity, while Merchant-Level Access Roles are available to users of a Merchant-level entity.

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