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:
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Balance platform base role |
View all transfers, accounts, payment instruments, and the pages for Issuing . |
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Developer role |
Create and manage webhooks and API credentials. |
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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. |
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. |
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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. |
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Manage account holders & 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. |
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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. |
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... |
|---|---|---|
|
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. |
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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. |
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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. |
Reports
The following roles enable you to manage your platform's reports:
| Role | The user can... |
|---|---|
|
Download reports |
Download previously generated reports . |
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Generate and schedule reports |
Generate , schedule, and download reports. |
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View Brazil regulatory reports |
Generate, schedule, and download Brazil reports. To use this role, the user must also have one of the following roles:
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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 |
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. |
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Manage transaction rules |
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. |
Transfers
The following roles enable you to manage the transfers that occur in your platform:
| 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:
|
|
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. |
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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:
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View transfers |
View transfers and transfer details. |