What are the standard user roles, limits and permissions?
There are three standard user roles with preconfigured limits and permissions. You can create your entirely custom roles by duplicating one of these roles and editing the limits to your exact requirements.
Standard Roles:
- Corporate Super Administrator (CSA)
- Corporate Administrator (CA)
- Corporate Admin - Ready only (RO)
Standard Limits & Permissions for Each Role -
| CSA | CA | RO | |
|---|---|---|---|
| Can make payments | Yes | Yes | No |
| Payment limit | 100,000 | 100,000 | 0 |
| Number of approvals required | 0 | 0 | NA |
| Can approve payments | No | No | No |
| Can create and manage recipients | Yes | Yes | No |
| Can convert currency | Yes | Yes | No |
| Currency conversion limit | 100,000 | 100,000 | 0 |
| Can manage cards | Yes | Yes | No |
| Can create cards | Yes | Yes | No |
| Can load/unload card funds | Yes | Yes | No |
| Card load limit | 100,000 | 100,000 | 0 |
| Can add and manage users | Yes | No | No |
| Account access | All | Selected | Selected |
Important - if you would like to create a user role with the ability to create additional users and custom roles, please duplicate a CSA role.