Marketpay icon

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. When your Adyen contact sets up your Balance Platform, you receive an admin user account, which 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

The following roles enable you to create and manage resources in your Balance Platform Customer Area:

Role The user can...

Balance platform admin role

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

  • Downloading and scheduling reports.

Balance platform base role

View all transfers, accounts, payment instruments, and, if applicable, 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.

Go to the top of the page

Account holders

The following roles enable you to manage account holders:

Role The user can...

Download tax form

Download the 1099-K tax form for a US account holder.
To use this role, the user must also have the Balance platform admin role or Balance platform base role.

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 and view the KYC verification insights dashboard.
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.

Go to the top of the page

Embedded financial products

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 Financial product The user can...

Capital base role

Adyen Capital

View capital grants and grant details.

Issue cards

Adyen Issuing

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

Adyen Issuing

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

Adyen Issuing

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.

Go to the top of the page

Reports

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

Role The user can...

Download reports

Download previously generated reports , and view the KYC verification insights dashboard.

Generate and schedule reports

Generate , schedule, and download reports, and view the KYC verification insights dashboard.

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

Go to the top of the page

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.

Risk admin role

Adyen Score

In the Score page, the user can:
  • Disable payouts.

  • Suspend account holders.

  • Refund payments.

  • Flag risk signals as false positive.

To use this role, the user must also have the Balance platform admin role or Balance platform base role.

Risk base role

Adyen Score

In the Score page, the user can:
  • Create and edit custom risk signals.

  • Edit high risk lists.

  • Set weights for risk signals.

To use this role, the user must also have the Balance platform admin role or Balance platform base role.

Go to the top of the page

Transfers

The following roles enable you to manage the transfers that occur in your platform:

Role The user can...

Download transfer confirmation letter

Download bank transfer confirmation letters from 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

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.

Go to the top of the page