Role
| Action Allowed
| Actions not Allowed
|
---|
Owner
| ● Generate API Keys. ● Create and manage webhooks. ● Manage Teams. ● Update brand name. ● Edit activation form details, including bank account details and GST number, before submission. ● View all transactions and settlements. ● Configure payment capture settings. ● Configure payment methods. ● Capture transactions. ● Create refunds. ● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts. ● Edit linked account details. ● Create and upload batch files. ● Download and email reports. ● Use Payments Mobile App.
| NA
|
Admin
| ● Generate API Keys. ● Create and manage webhooks. ● Update brand name. ● Edit activation form details, including bank account details and GST number, before submission. ● Configure payment methods. ● View all transactions and settlements. ● Capture transactions. ● Create refunds. ● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts. ● Create and upload batch files. ● Download and email reports. ● Use Payments Mobile App.
| ● Manage Teams. ● Edit linked account details.
|
Manager
| ● Create and manage webhooks. ● Edit activation form details, including GST number, before submission. ● Configure payment capture settings. ● Configure payment methods. ● View all transactions and settlements. ● Capture transactions. ● Create refunds. ● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts. ● Create and upload batch files. ● Download and email reports. ● Use Payments Mobile App.
| ● Generate API Keys. ● Manage Teams. ● Edit linked account details.
|
Operations
| ● View all transactions and settlements. ● Capture transactions. ● Create refunds. ● Create Invoices, Payment Links, Payment Pages, Payment Buttons and Virtual Accounts. ● Create and upload batch files. ● Download and email reports. ● Use Payments Mobile App.
| ● Generate API Keys. ● Manage Teams. ● Edit activation form details, including bank account details and GST number, before submission. ● Edit linked account details.
|
Finance
| ● Edit activation form details including GST number, before submission. ● View all transactions and settlements. ● Create and upload batch files. ● Download and email reports.
| ● Generate API Keys. ● Create and manage webhooks. ● Manage Teams. ● Capture transactions. ● Create refunds. ● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts. ● Edit linked account details.
|
ePos
| ● Create Invoices and Payment Links in INR only.
| ● Generate API Keys. ● Edit activation form details including GST number, before submission. ● Create and manage webhooks. ● Manage Teams. ● View all transactions and settlements. ● Capture transactions. ● Create refunds. ● Edit linked account details. ● Create and upload batch files. ● Download and email reports. ● Create Items. ● View Invoices, Payment Pages, Payment Links created by other users.
|
Support
| ● View all transactions and settlements. ● Download and email reports.
| ● Generate API Keys. ● Create and manage webhooks. ● Manage Teams. ● Edit activation form details, including bank account details and GST number, before submission. ● Capture transactions. ● Create refunds. ● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts. ● Edit linked account details. ● Create and upload batch files.
|