{"title":"Manage access for your team","category":"default","creationDate":1689847320,"content":"<p>When you first sign up for Adyen, we automatically create an admin user account for your balance platform. After we create your admin user, you receive an email to verify the account. When you complete the verification, your admin user becomes active.<\/p>\n<h2>Customer Area<\/h2>\n<p>The Customer Area is an online dashboard that helps you manage your balance platform integration.<\/p>\n<p>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, you can:<\/p>\n<ul>\n<li>Manage your Adyen <a href=\"\/pt\/business-accounts\/account-structure-resources\">resources<\/a>, such as your company account, merchant account, account holders, balance accounts, and business accounts.<\/li>\n<li>Manage all third-party and internal <a href=\"\/pt\/business-accounts\/view-transfers-details\">transfers<\/a> in your balance platform.<\/li>\n<li>Manage access for members of your team.<\/li>\n<li>Manage your <a href=\"\/pt\/development-resources\/api-credentials\">API credentials<\/a> for your balance platform, and your business accounts.<\/li>\n<li>Configure <a href=\"\/pt\/development-resources\/webhooks\">webhooks<\/a> to get updates on changes in your balance platform.<\/li>\n<\/ul>\n<h2>Manage users<\/h2>\n<p>Your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> includes an admin user who has access to all the permissions required to manage your integration. These permissions also enable you to create more user accounts for your team.<\/p>\n<p>User accounts allow members of your team to access your Customer Area. With your admin user account, you can provide each user with a specific set of permissions to perform certain actions. You control your user's permissions by assigning roles to them.<\/p>\n<div class=\"notices green\">\n<p>All users with an Adyen account must set up <a href=\"\/pt\/account\/multifactor-authentication\/\">Multifactor Authentication (MFA)<\/a> or <a href=\"\/pt\/account\/single-sign-on\">Single Sign-On<\/a> in the Customer Area.<\/p>\n<\/div>\n<p>To view information about business accounts in the Customer Area, your users need the following roles:<\/p>\n<table>\n    <thead>\n        <th>Role<\/th>\n        <th>The user can...<\/th>\n    <\/thead>\n    <tbody>\n        <tr>\n            <td>\n<p><b>Balance platform base role<\/b><br><\/p>\n<\/td>\n            <td>\n<p>View all transfers, account holders, balance accounts, and business accounts.<\/p>\n<\/td>\n        <\/tr>\n        <tr>\n            <td>\n<p><b>View payment instrument PII<\/b><\/p>\n<\/td>\n            <td>\n<p>View the IBAN of an Adyen issued bank account, if it belongs to a sole proprietorship. <br> To use this role, the user must also have the <strong>Balance platform base role<\/strong>.<\/p>\n<\/td>\n        <\/tr>\n    <\/tbody>\n<\/table>\n<p>For more information about how you can manage access for members of your team, see <a href=\"\/pt\/account\/users\">Manage users<\/a>.<\/p>\n<h2>Manage API credentials<\/h2>\n<p>To make requests to Adyen's APIs, you must have the appropriate API credentials. When your balance platform account is set up, it includes:<\/p>\n<ul>\n<li>An API credential for web services.<\/li>\n<li>An API credential for legal entity management.<\/li>\n<\/ul>\n<p>For more information on how to manage these credentials, see <a href=\"\/pt\/platforms\/manage-access\/api-credentials-web-service\/\">API credentials for Balance Platform<\/a>.<\/p>\n<p>A credential for web services has web service (ws) roles assigned to it. These roles specify what API requests a user can perform with this credential.<\/p>\n<h3>Frequently used roles<\/h3>\n<p>The following tabs show the most frequently used web service roles that are available in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/p>\n\n<div id=\"tabRDOjA\">\n    <div data-component-wrapper=\"tabs\">\n        <tabs\n                        :items=\"[{&quot;title&quot;:&quot;Balance platform configuration&quot;,&quot;content&quot;:&quot;\\n&lt;p&gt;The following table shows roles that you use to make requests for general configuration of your Balance Platform.&lt;\\\/p&gt;\\n&lt;table&gt;\\n&lt;thead&gt;\\n&lt;tr&gt;\\n&lt;th&gt;Web service role&lt;\\\/th&gt;\\n&lt;th&gt;Description&lt;\\\/th&gt;\\n&lt;\\\/tr&gt;\\n&lt;\\\/thead&gt;\\n&lt;tbody&gt;\\n&lt;tr&gt;\\n&lt;td&gt;Balance Platform BCL role&lt;\\\/td&gt;\\n&lt;td&gt;You can create, update, and delete resources in your balance platform. For example: account holders, payment instruments, or transaction rules.&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;Balance Platform BCL PCI role&lt;\\\/td&gt;\\n&lt;td&gt;You can unmask and view PANs and CVVs\\\/CVCs in the response of a POST &lt;a href=\\&quot;https:\\\/\\\/docs.adyen.com\\\/api-explorer\\\/balanceplatform\\\/latest\\\/post\\\/paymentInstruments\\&quot; class=\\&quot;codeLabel external-link no-image\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot;&gt;\\\/paymentInstruments&lt;\\\/a&gt; request. &lt;div class=\\&quot;notices yellow\\&quot;&gt;To use this role, you must also have the Balance Platform BCL role enabled.&lt;\\\/div&gt;&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;Bank SCA Webservice Role&lt;\\\/td&gt;\\n&lt;td&gt;You can manage devices used for Strong Customer Authentication (SCA).&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;\\\/tbody&gt;\\n&lt;\\\/table&gt;\\n&quot;,&quot;altTitle&quot;:null,&quot;oldTabId&quot;:&quot;balance_platform_configuration_0_1&quot;,&quot;relation&quot;:&quot;&quot;},{&quot;title&quot;:&quot;Transfers&quot;,&quot;content&quot;:&quot;\\n&lt;p&gt;The following table shows roles that you use to make requests related to fund transfers.&lt;\\\/p&gt;\\n&lt;table&gt;\\n&lt;thead&gt;\\n&lt;tr&gt;\\n&lt;th&gt;Web service role&lt;\\\/th&gt;\\n&lt;th&gt;Description&lt;\\\/th&gt;\\n&lt;\\\/tr&gt;\\n&lt;\\\/thead&gt;\\n&lt;tbody&gt;\\n&lt;tr&gt;\\n&lt;td&gt;Bank Transfer Initiation Webservice role&lt;\\\/td&gt;\\n&lt;td&gt;You can initiate transfers. &lt;div class=\\&quot;sc-notice note\\&quot;&gt;&lt;div&gt; This is only available for Transfers API &lt;a href=\\&quot;https:\\\/\\\/docs.adyen.com\\\/api-explorer\\\/transfers\\\/1\\\/overview\\&quot; class=\\&quot;codeLabel external-link no-image\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot;&gt;v1&lt;\\\/a&gt;. &lt;\\\/div&gt;&lt;\\\/div&gt;&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;TransferService Webservice Initiate role&lt;\\\/td&gt;\\n&lt;td&gt;You can initiate transfers.&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;TransferService Webservice Retrieve role&lt;\\\/td&gt;\\n&lt;td&gt;You can view initiated transfers.&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;\\\/tbody&gt;\\n&lt;\\\/table&gt;\\n&quot;,&quot;altTitle&quot;:null,&quot;oldTabId&quot;:&quot;transfers_1_2&quot;,&quot;relation&quot;:&quot;&quot;}]\"\n            :should-update-when-url-changes='false'>\n        <\/tabs>\n    <\/div>\n<\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/business-accounts\/manage-access","articleFields":{"description":"Learn how to manage your integration in your Customer Area.","feedback_component":true,"last_edit_on":"20-07-2023 12:03","filters_component":false,"parameters":{"directoryPath":"\/business-accounts","model":"balance platform"}},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/business-accounts\/manage-access","title":"Manage access for your team","content":"When you first sign up for Adyen, we automatically create an admin user account for your balance platform. After we create your admin user, you receive an email to verify the account. When you complete the verification, your admin user becomes active.\nCustomer Area\nThe Customer Area is an online dashboard that helps you manage your balance platform integration.\nIn your Customer Area, you can:\n\nManage your Adyen resources, such as your company account, merchant account, account holders, balance accounts, and business accounts.\nManage all third-party and internal transfers in your balance platform.\nManage access for members of your team.\nManage your API credentials for your balance platform, and your business accounts.\nConfigure webhooks to get updates on changes in your balance platform.\n\nManage users\nYour Customer Area includes an admin user who has access to all the permissions required to manage your integration. These permissions also enable you to create more user accounts for your team.\nUser accounts allow members of your team to access your Customer Area. With your admin user account, you can provide each user with a specific set of permissions to perform certain actions. You control your user's permissions by assigning roles to them.\n\nAll users with an Adyen account must set up Multifactor Authentication (MFA) or Single Sign-On in the Customer Area.\n\nTo view information about business accounts in the Customer Area, your users need the following roles:\n\n    \n        Role\n        The user can...\n    \n    \n        \n            \nBalance platform base role\n\n            \nView all transfers, account holders, balance accounts, and business accounts.\n\n        \n        \n            \nView payment instrument PII\n\n            \nView the IBAN of an Adyen issued bank account, if it belongs to a sole proprietorship.  To use this role, the user must also have the Balance platform base role.\n\n        \n    \n\nFor more information about how you can manage access for members of your team, see Manage users.\nManage API credentials\nTo make requests to Adyen's APIs, you must have the appropriate API credentials. When your balance platform account is set up, it includes:\n\nAn API credential for web services.\nAn API credential for legal entity management.\n\nFor more information on how to manage these credentials, see API credentials for Balance Platform.\nA credential for web services has web service (ws) roles assigned to it. These roles specify what API requests a user can perform with this credential.\nFrequently used roles\nThe following tabs show the most frequently used web service roles that are available in your Customer Area.\n\n\n    \n        \n        \n    \n\n","type":"page","locale":"pt","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Business accounts","lvl2":"Manage access for your team"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/business-accounts","lvl2":"\/pt\/business-accounts\/manage-access"},"levels":3,"category":"","category_color":"","tags":["Manage","access"]}}