User roles are sets of permissions that determine what a user can do in your 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.
The admin user can only give out roles that they themselves have. This prevents users from giving out unwarranted permissions, thus helping to keep your account safe.
If you want additional roles in your platform, request them from your Adyen contact.
The following sections describe the user roles grouped by category:
General
The following roles allow you to create and manage platform resources in your Customer Area:
| Role | The user can... |
|---|---|
|
Balance platform admin role |
View all the pages and personally identifiable information (PII) of users in the Customer Area. Users can also manage platform settings, such as:
|
|
Balance platform base role |
View all transfers, accounts, payment instruments, and, if applicable, the pages for Issuing . |
|
Merchant technical integrator |
Create and manage webhooks and API URLs. |
|
Manage API credentials |
The user has full API credential management permissions, including generating an API key. |
|
Manage hosted onboarding themes |
Create, edit, and manage hosted onboarding themes. To use this role, the user must also have the Balance platform base role. |
Account holders
The following roles allow 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 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 base role. |
|
View account holders PII |
View unmasked personally identifiable information (PII) belonging to legal entities of type individual, or sole proprietorship. To use this role, the user must also have the Balance platform base role. |
|
View KYC documents |
See the list of documents that account holders have uploaded during their onboarding and based on which KYC checks have been performed. To use this role, the user must also have the Balance platform base role. |
|
Download KYC documents |
View and download the content of documents that account holders have uploaded during their onboarding and based on which KYC checks have been performed. To use this role, the user must also have the Balance platform base role. |
Embedded financial products
The financial products that you offer in your platform have specific roles associated to them. The following roles allow you to manage your financial products:
| Role | Financial product | The user can... |
|---|---|---|
|
Capital base role |
View capital grants and grant details. |
|
|
Issue cards |
Issue cards as payment instruments. To use this role, the user must also have the 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 base role. |
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|
View payment instrument PII |
Adyen Issuing Adyen Business accounts |
For Adyen Issuing, view Personally Identifiable Information (PII) in the delivery details for a physical card issued to an individual. |
Reports
The following roles allow you to manage your platform's reports:
| Role | The user can... |
|---|---|
|
Download Balance Platform 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:
|
Risk
The following roles allow you to manage the risks of your platform and financial products:
| Role | Applies to | Description |
|---|---|---|
|
Manage issuing disputes |
Open disputes for payments made with Adyen-issued cards. To use this role, the user must also have the Balance platform base role. |
|
|
Manage transaction rules |
Create and manage transaction rules for Adyen-issued cards. To use this role, the user must also have the Balance platform base role. |
|
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Risk admin role |
In the
Score
page, the user can:
|
|
|
Risk base role |
In the
Score
page, the user can:
|
Transfers
The following roles allow 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:
|
|
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:
|
|
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 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:
|
|
View transfers |
View transfers and transfer details. |