What are the Pax2pay Default User Roles?

User Role

Abilities

What it's for

Card Creator

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A focused role for day-to-day card operations – allowing a user to create and manage cards, payments, and funding accounts, with no access to reports, users, or approvals.

Default Admin

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An unrestricted role for full portal administration – allowing a user to manage and approve users, rolesets, reporting, transfers, and organisation settings.

Default System

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A role built solely for API integrations – mirroring the Default User's day-to-day capabilities and allowing card options to be edited, but with no access to Find & Amend or transfer approvals.

Default User

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A role designed for a user to create and manage cards and payments, approve pending card payments, and use Find & Amend - with access to all reporting within the portal.

Ability

Card Creator

Default Admin

Default System

Default User

Cards

Create new cards

card.create

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Create cards in bulk via the batch system

card.create.batch

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Email newly created cards to the recipient

card.create.delivery.email

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Create a card through Find & Amend

card.create.find-and-amend

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View card details

card.view

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List and search cards

card.list

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Cancel a card

card.cancel

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Freeze or unfreeze a card

card.freeze-thaw

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Adjust a card's balance

card.amend.balance

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Pull card statements

card.statements

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Card options & types

View card option setups, current and historical

card-options.view

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Edit card option setups

card-options.edit

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View card type profiles

card-type.profile.view

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Find & Amend

Use Find & Amend to locate and adjust cards

find-and-amend

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Payments

Create payments

payment.create

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View payments

payment.view

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Cancel a card payment or scheduled transfer

payment.cancel

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Freeze or unfreeze a payment

payment.freeze-thaw

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Adjust a payment's balance

payment.amend.balance

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Bank transfers

Create a transfer to any destination

transfer.create

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Transfer to an existing beneficiary

transfer.create.beneficiary

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Transfer to a non-beneficiary account

transfer.create.non-beneficiary

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Transfer between funding accounts on the same provider

transfer.create.funding-account

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List and search transfers

transfer.list

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View a transfer

transfer.view

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Beneficiaries

Add a beneficiary

beneficiary.create

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Add a rebate beneficiary

beneficiary.create.rebate

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Edit or delete a beneficiary

beneficiary.edit

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List and search beneficiaries

beneficiary.list

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View a beneficiary

beneficiary.view

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Funding accounts

View a funding account

funding-account.view

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List and search funding accounts

funding-account.list

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View funding account summaries and graphs

funding-account.summary

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Edit funding accounts, including limits

funding-account.edit

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Booking info

Create booking info, required for some card creation

booking-info.create

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Update booking info, adding or overwriting data

booking-info.update

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Add new data to booking info

booking-info.update.add

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Overwrite existing booking info

booking-info.update.overwrite

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Transactions

Create a transaction (deprecated)

transaction.create

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List and search all transactions

transaction.list

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List transactions for a specific card

transaction.list.card

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View a transaction

transaction.view

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Pending approvals & limits

Submit a request above their own limits

pending.request

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Approve or decline a pending card

pending.approve.card

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Approve or decline a pending payment

pending.approve.payment

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Approve or decline a pending transfer

pending.approve.transfer

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Set an individual user's limit

limit.edit.individual

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Set a limit for a category of users

limit.edit.category

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Assign a user to a limit category

limit.edit-category-on-user

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Scheduled tasks

Schedule a task

schedule.create

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View scheduled tasks

schedule.view

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Edit a scheduled task

schedule.edit

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Cancel a scheduled task

schedule.cancel

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Reports

Generate statement reports

reports.statement

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Generate reconciliation reports

reports.reconciliation

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Generate chargeback reports

reports.chargeback

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Users & access

Create new users

user.create

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List and search users, including their roles

user.list

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View other users' details

user.view.other

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Edit their own name and email

user.edit.self

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Edit other users' names and emails

user.edit.other

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Activate, disable or delete users

user.edit-status

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Assign or remove roles and rolesets

user-roles.edit

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Create, edit or delete rolesets

roles.edit-rolesets

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API keys

Create API keys

api-key.create

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View API keys

api-key.view

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Delete API keys

api-key.edit

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Organisation settings

Edit organisation-level configuration

config.edit.organisation

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Account type

Password never expires - built for machine/API accounts

indefinite-password

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