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 don’t 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’t give the permissions you don't have. For example, if you don't have the 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.
  5. If you wish to remove a permission, click the cross next to the feature name.
  6. Click Save.

Understanding Permissions

Below are the permissions available on your dashboard:

Dashboard PermissionRelated Dashboard SectionDescription
Account detailsAccount detailsAccess: Account details page
Initiate auto-KYC towards third party serviceAccount detailsAction: Generate KYC link
Edit account statusAccount detailsAction: Edit accounts status in sandbox
Account informationAccount details / Accounts informationAccess: Accounts information tab
Edit account informationAccount details / Accounts informationAction: Edit account information
Payment methods / Bank accountsAccount details / Payment methods and Bank AccountsAccess: Payment methods and Bank Accounts tabs
Add bank accountAccount details / Bank AccountsAction: Add bank account
Add non-SEPA bank accountAccount details / Bank AccountsAction: Add non-SEPA bank account
Add SEPA bank accountAccount details / Bank AccountsAction: Add SEPA bank account
Bank accountsAccount details / Bank AccountsAccess: Bank account tabs
Disable bank account / Edit bank account statusAccount details / Bank AccountsAction: Edit & Disable bank account
DocumentsAccount details / DocumentsAccess: Documents tab
Edit document statusAccount details / DocumentsAction: Edit document status
Upload documentAccount details / DocumentsAction: Upload document
Add commentAccount details / LogsAction: Add comment
Account logsAccount details / LogsAccess: Logs tab
Account operationsAccount details / OperationsAccess: Operations tab
Account overviewAccount details / OverviewAccess: Overview tab
Create payment formAccount details / Payment methods / Payment formsAction: Create Payment forms
Saved cardsAccount details / Payment methods / Saved cardsAccess: Saved cards subtab
SDD mandatesAccount details / Payment methods / SDD mandatesAccess: SDD mandates subtab
Request SDDAccount details / Payment methods / SDD mandatesAction: Request a debit
Add SDD mandateAccount details / Payment methods / SDD mandatesAction: Add a SDD mandate
Disable SDD mandateAccount details / Payment methods / SDD mandatesAction: Disable SDD mandate
Edit SDD mandate statusAccount details / Payment methods / SDD mandatesAction: Edit SDD mandate
Wire transferAccount details / Payment methods / Wire transferAction: Do a wire transfer
AccountsAccountsAccess: Accounts page
Create accountAccountsAction: Create account
IP address whitelistConfiguration / IP address whitelistAccess: IP address whitelist page
Whitelist IP addressConfiguration / IP address whitelistAction: Whitelist an IP address
RolesConfiguration / RolesAccess: Roles page
Two-factor authentication (2FA)Configuration / Two-factor authenticationAccess: Two-factor authentication page
UsersConfiguration / UsersAccess: Users
Create userConfiguration / UsersInvite users
Edit userConfiguration / UsersAction: Edit user
API keysDeveloper / API KeysAccess: API Keys page
API documentationDeveloper / API DocumentationAccess: API documentation page
NotificationsDevelopers / NotificationsAccess: Notifications page
Notification's logsDevelopers / Notifications / LogsAccess: Logs tab
Notification's settingsDevelopers / Notifications / SettingsAccess: Settings tab
Edit notification's settingsDevelopers / Notifications / SettingsAction: Edit notifications
My account's balanceHome pageAccess: Block My account SC balance
Turnover of the dayHome pageAccess: Block Turnover
Incomings of the dayHome pageAccess: Block Incomings
Outgoings of the dayHome pageAccess: Block Outgoings
Dashboard & Account overviewHome pageAccess: Home page
My account (SC)My account (SC)Access: My account (SC) section
Commissions & feesMy account (SC) / Commissions & feesAccess: Commissions & fees tab
InvoicesMy account (SC) / InvoicesAccess: Invoices tab
Add comment (My account (SC)My account (SC) / LogsAction: Add Comment
Account logs (My account (SC))My account (SC) / LogsAccess: Logs tab
Account operations (My account (SC))My account (SC) / OperationsAccess: Operations tab
Simulate a money-in (My account (SC))My account (SC) / OperationsAction: Create a Money in in Sandbox
ThresholdsMy account (SC) / ThresholdsAccess: Thresholds tab
Cancel incoming operation by check (My account (SC))My account (SC) Operation detailsAction: Cancel check operation
Cancel Direct Debit incoming operation (My account (SC))My account (SC) Operation detailsAction: Cancel SDD operation
Cancel outgoing operation (My account (SC))My account (SC) Operation detailsAction: Cancel outgoing operation
Validate preauth (My account (SC))My account (SC) Operation detailsAction: Validate preauth
Wire transfer request confirmation (My account (SC))My account (SC) Operation detailsAction: PDF Confirmation money out
Refund (My account (SC))My account (SC) Operation detailsAction: Refund
Banking information (My account (SC))My account (SC)/ Bank accountsAccess: Bank accounts tab
Bank accounts (My account (SC)My account (SC)/ Bank accountsAccess: Bank accounts tab
Wire transfer (My account (SC))My account (SC)/ Bank accountsAction: Make a wire transfer
Cancel incoming operation by checkOperation detailsAction: Cancel check operation
Cancel Direct Debit incoming operationOperation detailsAction: Cancel SDD operation
Cancel outgoing operationOperation detailsAction: Cancel outgoing operation
Validate preauthOperation detailsAction: Validate Preauth
Wire transfer request confirmationOperation detailsAction: PDF Confirmation money-out
Proof of paymentOperation detailsAction: PDF Confirmation money-in
Proof of payment (My account (SC))Operation detailsAction: PDF confirmation money-in for My account (SC) operations
RefundOperation detailsAction: Refund
OperationsOperationsAccess: Operations section and pages
Simulate a money-inOperationsAction: Create Money-in in sandbox
Payment between accountsOperationsAction: Send payment between accounts
Status pageStatus pageStatus page