{"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 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 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\/capital\/account-structure-resources\">resources<\/a>, such as your company account, merchant account, account holders, balance accounts, and grant accounts.<\/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.<\/li>\n<li>Configure <a href=\"\/pt\/development-resources\/webhooks\/configure-and-manage\">webhooks<\/a> to get updates on changes in your platform.<\/li>\n<li>View information about your Capital offerings.<\/li>\n<\/ul>\n<h2>User management<\/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<h3>User roles<\/h3>\n<p>To view information about Capital in the Customer Area, your users need the following role:<\/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>Capital base role<\/b><\/p>\n<\/td>\n            <td>\n<p>View capital grants and grant details.<\/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>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>Roles for API credentials<\/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=\"tabWUS94\">\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;&lt;strong&gt;Balance Platform BCL role&lt;\\\/strong&gt;&lt;\\\/td&gt;\\n&lt;td&gt;You can create, update, and delete resources in your balance platform. For example: account holders, balance accounts, or transfer instruments.&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;&lt;strong&gt;Balance Platform BCL PCI role&lt;\\\/strong&gt;&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;\\\/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;Capital&quot;,&quot;content&quot;:&quot;\\n&lt;p&gt;The following table shows roles that you use to make requests related Adyen Capital.&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;&lt;strong&gt;Balance Platform Capital Configuration Role&lt;\\\/strong&gt;&lt;\\\/td&gt;\\n&lt;td&gt;You can view details of grant offers and grant accounts.&lt;\\\/td&gt;\\n&lt;\\\/tr&gt;\\n&lt;tr&gt;\\n&lt;td&gt;&lt;strong&gt;Balance Platform Capital Grant Initiation Role&lt;\\\/strong&gt;&lt;\\\/td&gt;\\n&lt;td&gt;You can configure grants.&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;capital_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\/capital\/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,"next_steps":[{"title":"Integrate with components","description":"Learn how to integrate our prebuilt UI components to accelerate your Capital integration process.","url":"\/capital\/terms-of-service","required":false},{"title":"Integrate using APIs","description":"Learn how to use our APIs to build your Capital integration from scratch.","url":"\/capital\/make-grant-request","required":false}],"parameters":{"directoryPath":"\/platforms","model":"platform"}},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/capital\/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 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 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 grant accounts.\nManage access for members of your team.\nManage your API credentials for your balance platform.\nConfigure webhooks to get updates on changes in your platform.\nView information about your Capital offerings.\n\nUser management\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\nUser roles\nTo view information about Capital in the Customer Area, your users need the following role:\n\n    \n        Role\n        The user can...\n    \n    \n        \n            \nCapital base role\n\n            \nView capital grants and grant details.\n\n        \n    \n\nFor more information about how you can manage access for members of your team, see Manage users.\nAPI 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.\nRoles for API credentials\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":"Capital","lvl2":"Manage access for your team"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/capital","lvl2":"\/pt\/capital\/manage-access"},"levels":3,"category":"","category_color":"","tags":["Manage","access"]}}