Create and Manage Roles

Roles allow you to define custom permission sets based on responsibilities (e.g. Admin, Finance, Operations).

Steps

1. Go to Settings → Access Control

2. Click Manage Roles

3. Click Create Role

Configure Role

In the Create New Role modal:

1. Enter a Role Name
2. Select permissions based on required access:
   1. Developer: Developer Access - Grant access for this role to manage API keys, whitelist IP Addresses and manage callback credentials
   2. Products & Pricing
      1. View Products & Pricing - User will be able to view all the products and prices including the buying prices of the products
      2. View Products & Pricing (Limited Info) - User will be able to view all the products and prices except the buying prices of the products
      3. Manage Products & Pricing - User will be able to view and manage the products and their prices with no restrictions
   3. Transactions
      1. View Transactions - Users can only view Transactions on the Transactions Search page
      2. Send Transactions - Users can view and Perform Transactions on Send Top Up flow and Bulk Purchase.
   4. Promotions
      1. View Promotions - User can view the available promotions from the operator on the Promotions page
   5. Reporting
      1. Analytics & Reporting - Users can view overview dashboards and generate reports on the Reporting page.
   6. Wallets
      1. View Wallets - User can view the balance of the account and history of the balance movements(Debits & Credits
      2. Manage Wallets - User can fund the wallets as well as view the balance movements of the wallets
   7. Agents
      1. View Agents - User can view the existing agents with their details
      2. Manage Agents - User can create and remove agents, update agent details and transfer funds to agents wallets.
3. Save Role
   • Click Save Role to create the role
   • The role will appear in the Roles List

Note:

• You can edit the access permissions of a role by scrolling to the end of the roles list

• Permissions are cumulative within a role.
• Limiting permissions reduces risk and improves security.
• Use limited info permissions when full financial visibility is not required.