Manage User Roles

To manage your users and the information they can access, you can use the roles feature. Lemonway comes with default roles that you can edit, and you can always create your own custom roles. You can assign roles to users when you 👉 create a new Lemonway user.

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Note

If you do not see the Roles option, then you don’t have the permission to create or edit roles. Request access from your account administrator. Tools and administration access give users permission to make significant changes within your dashboard. Access should only be given to trusted users who need extensive access to your organisation.

You can not give the permissions you do not have. For example, if you do not have permission to create new users, you can’t give it to another role.

Create a role

From the Dashboard:

1. Click Configuration. A menu unfolds.
2. Click Roles
3. Click Create a new role +. A pop-up appears.
4. Select its name.
5. Click Create +. You can now see the role in the Roles list.
6. Click the pencil icon.✏️
7. Click the grey arrow to open the list of permissions.
8. Select the features and data this role will be able to use.
9. Click Save.

Edit a role

From the Dashboard:

1. Click Configuration. A menu unfolds.
2. Click Roles.
3. Click the pencil icon on the line of the role you wish to edit. ✏️
4. Click the grey arrow to open the list of permissions.
5. Select the features and data this role will be able to use.
6. If you wish to remove permission, click the cross next to the feature name.
7. Click Save.

Understanding Permissions

Depending on the roles you assign to a user, the permissions will be different and thus, the features and data a user will be able to use will be different.

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Permissions are not the same as functionnalities

Permissions are not functionnalities. A permission enables you to have access to some pages or functionnalities. If you have the permission for a page, you can only have a read-only access or you can have access to all the functionnalities as well. For instance, for some pages, there are two permissions: the access one and the action one to edit or do something.

Here are the five roles created by default and the permissions associated. If you have a role with permission that enables you to create roles, you can add roles and customise permissions.

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Note

For the following section, the Section Account Details or Transaction details are opened when you select an account ID or a transaction ID.