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 Permission

Related Dashboard Section

Description

Account details

Account details

Access: Account details page

Initiate auto-KYC towards third party service

Account details

Action: Generate KYC link

Edit account status

Account details

Action: Edit accounts status in sandbox

Account information

Account details / Accounts information

Access: Accounts information tab

Edit account information

Account details / Accounts information

Action: Edit account information

Payment methods / Bank accounts

Account details / Payment methods and Bank Accounts

Access: Payment methods and Bank Accounts tabs

Add bank account

Account details / Bank Accounts

Action: Add bank account

Add non-SEPA bank account

Account details / Bank Accounts

Action: Add non-SEPA bank account

Add SEPA bank account

Account details / Bank Accounts

Action: Add SEPA bank account

Bank accounts

Account details / Bank Accounts

Access: Bank account tabs

Disable bank account / Edit bank account status

Account details / Bank Accounts

Action: Edit & Disable bank account

Documents

Account details / Documents

Access: Documents tab

Edit document status

Account details / Documents

Action: Edit document status

Upload document

Account details / Documents

Action: Upload document

Add comment

Account details / Logs

Action: Add comment

Account logs

Account details / Logs

Access: Logs tab

Account operations

Account details / Operations

Access: Operations tab

Account overview

Account details / Overview

Access: Overview tab

Create payment form

Account details / Payment methods / Payment forms

Action: Create Payment forms

Saved cards

Account details / Payment methods / Saved cards

Access: Saved cards subtab

SDD mandates

Account details / Payment methods / SDD mandates

Access: SDD mandates subtab

Request SDD

Account details / Payment methods / SDD mandates

Action: Request a debit

Add SDD mandate

Account details / Payment methods / SDD mandates

Action: Add a SDD mandate

Disable SDD mandate

Account details / Payment methods / SDD mandates

Action: Disable SDD mandate

Edit SDD mandate status

Account details / Payment methods / SDD mandates

Action: Edit SDD mandate

Wire transfer

Account details / Payment methods / Wire transfer

Action: Do a wire transfer

Accounts

Accounts

Access: Accounts page

Create account

Accounts

Action: Create account

IP address whitelist

Configuration / IP address whitelist

Access: IP address whitelist page

Whitelist IP address

Configuration / IP address whitelist

Action: Whitelist an IP address

Roles

Configuration / Roles

Access: Roles page

Two-factor authentication (2FA)

Configuration / Two-factor authentication

Access: Two-factor authentication page

Users

Configuration / Users

Access: Users

Create user

Configuration / Users

Invite users

Edit user

Configuration / Users

Action: Edit user

API keys

Developer / API Keys

Access: API Keys page

API documentation

Developer / API Documentation

Access: API documentation page

Notifications

Developers / Notifications

Access: Notifications page

Notification's logs

Developers / Notifications / Logs

Access: Logs tab

Notification's settings

Developers / Notifications / Settings

Access: Settings tab

Edit notification's settings

Developers / Notifications / Settings

Action: Edit notifications

My account's balance

Home page

Access: Block My account SC balance

Turnover of the day

Home page

Access: Block Turnover

Incomings of the day

Home page

Access: Block Incomings

Outgoings of the day

Home page

Access: Block Outgoings

Dashboard & Account overview

Home page

Access: Home page

My account (SC)

My account (SC)

Access: My account (SC) section

Commissions & fees

My account (SC) / Commissions & fees

Access: Commissions & fees tab

Invoices

My account (SC) / Invoices

Access: Invoices tab

Add comment (My account (SC)

My account (SC) / Logs

Action: Add Comment

Account logs (My account (SC))

My account (SC) / Logs

Access: Logs tab

Account operations (My account (SC))

My account (SC) / Operations

Access: Operations tab

Simulate a money-in (My account (SC))

My account (SC) / Operations

Action: Create a Money in in Sandbox

Thresholds

My account (SC) / Thresholds

Access: Thresholds tab

Cancel incoming operation by check (My account (SC))

My account (SC) Operation details

Action: Cancel check operation

Cancel Direct Debit incoming operation (My account (SC))

My account (SC) Operation details

Action: Cancel SDD operation

Cancel outgoing operation (My account (SC))

My account (SC) Operation details

Action: Cancel outgoing operation

Validate preauth (My account (SC))

My account (SC) Operation details

Action: Validate preauth

Wire transfer request confirmation (My account (SC))

My account (SC) Operation details

Action: PDF Confirmation money out

Refund (My account (SC))

My account (SC) Operation details

Action: Refund

Banking information (My account (SC))

My account (SC)/ Bank accounts

Access: Bank accounts tab

Bank accounts (My account (SC)

My account (SC)/ Bank accounts

Access: Bank accounts tab

Wire transfer (My account (SC))

My account (SC)/ Bank accounts

Action: Make a wire transfer

Cancel incoming operation by check

Operation details

Action: Cancel check operation

Cancel Direct Debit incoming operation

Operation details

Action: Cancel SDD operation

Cancel outgoing operation

Operation details

Action: Cancel outgoing operation

Validate preauth

Operation details

Action: Validate Preauth

Wire transfer request confirmation

Operation details

Action: PDF Confirmation money-out

Proof of payment

Operation details

Action: PDF Confirmation money-in

Proof of payment (My account (SC))

Operation details

Action: PDF confirmation money-in for My account (SC) operations

Refund

Operation details

Action: Refund

Operations

Operations

Access: Operations section and pages

Simulate a money-in

Operations

Action: Create Money-in in sandbox

Payment between accounts

Operations

Action: Send payment between accounts

Status page

Status page

Status page


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