User permissions in client portal.
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.