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User roles

Learn about different user roles in the Balance Platform Customer Area.

User roles are sets of permissions that determine what a user can do in your Balance Platform Customer Area. Your admin user account has all the roles that are available in your platform. You can use the admin user to create more users and assign them roles.

You can only assign roles that your user account already has. If you want additional roles in your platform, request them from your Adyen contact.

User roles are classified into the following categories:

The following sections describe all the existing user roles in each category.

General

General roles enable you to create and manage platform resources. The following table shows the roles in this category.

Role The user can...

Balance platform admin role

View all the pages and personally identifiable information (PII) of users. Users can also manage platform settings, such as:
  • Creating and managing users.

  • Creating and managing API credentials.

  • Downloading and scheduling reports.

Balance platform base role

View all transfers, accounts, payment instruments, and the pages for Issuing .

Developer role

Create and manage webhooks and API credentials.

Manage hosted onboarding themes

Create, edit, and manage hosted onboarding themes.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

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Account holders

These roles enable you to manage account holders, legal entities, and capabilities. The following table shows the roles in this category.

Role The user can...

Manage account holder capabilities

Enable, disable, or request new capabilities for an account holder.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

Manage account holders and legal entities

Manage legal entities and transfer instruments in the Balance Platform Customer Area. They can also launch hosted onboarding.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

View account holders PII

View unmasked personally identifiable information (PII) belonging to legal entities of individual type.
To use this role, the user must also have the Balance platform base role.

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Transfers

These roles enable you to manage the transfers that occur in your platform. The following table shows the roles in this category.

Role The user can...

Initiate transfers

Transfer funds to a balance account or transfer instrument.
To use this role, the user must also have one of the following roles:
  • Balance platform admin role

  • Balance platform base role

  • View transfers

Manage sweep configurations

Create, activate, deactivate, or delete sweep configurations for a balance account.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

View bank transfers PII

View unmasked personally identifiable information (PII) related to third-party bank accounts that belong to individuals.
This role only applies to the Transfers page.
To use this role, the user must also have one of the following roles:
  • Balance platform admin role

  • Balance platform base role

  • View transfers

View transfers

View transfers and transfer details.

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Card issuing

The financial products that you offer in your platform have specific roles associated to them. The following table shows what roles you need for each financial product:

Role The user can...

Issue cards

Issue cards as payment instruments.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

Update card status

Change the status of a card.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

View payment instrument PII

View PII on a card's delivery details, if the card is being delivered to an individual.
To use this role, the user must also have the Balance platform base role.

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Reports

The following roles enable you to manage your platform's reports:

Role The user can...

Download reports

Download previously generated reports.

Generate and schedule reports

Generate, schedule, and download reports.

View Brazil regulatory reports

Generate, schedule, and download Brazil reports.
To use this role, the user must also have one of the following roles:
  • Balance platform admin role

  • Balance platform base role

  • Download reports

  • Generate and schedule reports

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Risk

The following roles are related to the risk management of your platform and financial products:

Role Applies to Description

Manage issuing disputes

Adyen Issuing

Open disputes for payments made with Adyen-issued cards.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

Manage transaction rules

Adyen Issuing

Create and manage transaction rules for Adyen-issued cards.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

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