Client accounts can be managed by multiple users with different roles in client portal. The following roles describe the different permissions settings for each user:

Task

Owner

Administrator

Editor

Basic

View personal details.

Yes

Yes

Yes

Yes

View business details.

Yes

Yes

No

No

View access and secret keys.

Yes

No

No

No

View bank accounts.

Yes

Yes

No

No

Add a bank account.

Yes

Yes

No

No

Modify bank account details.

Yes

Yes

No

No

Delete a bank account.

Yes

Yes

No

No

View payment methods.

Yes

Yes

Yes

Yes

View a list of users.

Yes

Yes

Yes

Yes

Invite a new user.

Yes

Yes

Yes

No

Change a user's role.

Yes

Yes

No

No

Remove a user.

Yes

Yes

No

No

View an audit log of user actions, view user action details, and download audit log reports.

Yes

Yes

Yes

Yes, but limited

Define a webhook endpoint.

Yes

Yes

No

No

View a list of transactions and transaction details.

Yes

Yes

Yes

Yes

Download transaction reports.

Yes

Yes

Yes

No

View a list of all Rapyd Wallets and Rapyd Wallet details.

Yes

Yes

Yes

Yes

Download Rapyd Wallet reports.

Yes

Yes

Yes

No

View a list of cards your company issued and card details.

Yes

Yes

Yes

Yes

Download issued card reports.

Yes

Yes

Yes

No

View a list of issued card transactions.

Yes

Yes

Yes

Yes

Download reports of issued card transactions.

Yes

Yes

Yes

No

Create mass invoices.

Yes

Yes

No

No

Download mass invoice reports.

Yes

Yes

Yes

No

Create a mass payout.

Yes

Yes

No

No

Download mass payout reports.

Yes

Yes

Yes

No

Download financial reports.

Yes

Yes

Yes

No

You can manage your users and their roles as described in the client portal guide.

If you are looking to link multiple contacts to a wallet, you can only link company wallets with multiple contacts as described in Wallet Contacts.

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