Within your Airwallex account, you have the ability to access and oversee all of your users through the 'User Management' page, which can be found under the 'Account' section. This feature allows you to add new users and assign them specific roles, either system or custom, which determine their level of access and permissions within the account. To review the permissions associated with each role, navigate to 'Account' > 'User Management' > 'Roles' and click on the desired role to view the available permissions.
This guide covers the following aspects of the user access management:
- Default (or System) roles
- Custom roles
- How to change a custom role’s permissions
- How to delete custom roles
- How to duplicate roles
To invite a new user you may consult this guide while to manage exisiting users, please refer to this guide.
Default roles
Airwallex accounts have up to 6 system roles available for users: Owner, Account admin, Developer, Analyst, Cardholder and Viewer. Both the Owner and Admin have the ability to invite other users to join and assign user roles. Additionally, they also have the option to create custom roles based on their specific needs.
Owner: The Owner assumes the role of the main point of contact for the account and possesses the authority to carry out all actions within the account. It is important to note that an account can have solely one owner. If there is a requirement to make changes to the owner, we kindly ask that you submit a request to our support team who can provide you with guidance on the necessary steps to complete this process.
Account admin: Has complete access to modify the account and carry out all actions.
Cardholder: The cardholder is granted access to employee cards that have been created specifically for them, as well as company cards where they have been designated as a 'company card contact'.
Analyst: Has the ability to access the transfers page and generate transfers including FX conversions. An analyst also has access to view the Wallet and create Global Accounts.
Developer: Has access to developer resources and integrations.
View only: A user with this role has access to view transactional data but cannot make any changes.
Custom roles: Users can create custom roles. Add role name and set up role permissions
Custom roles
A custom role refers to a distinct role that can be created by an account admin or owner by choosing specific permissions according to the requirements of the organisation.
To create a custom role, follow the steps below:
Step 1. Navigate to 'Account' > 'User Management' > 'Roles'
Step 2. Click Create role
Step 3. Input the role name, optional description and click 'Next'
Step 4. Set up role permissions on the next page and click 'Create role'
Change custom role’s permissions
To amend a custom role, follow the steps below:
Step 1. Navigate to 'Account' > 'User Management' > 'Roles'
Step 2. Find the custom role you want to change > click on the horizontal ellipsis button and click 'Edit role'
Step 3. Change the role’s permissions and click 'Save changes'
Delete custom roles
An owner or administrator has the ability to remove a custom role only if there are no members assigned to that role. In the event that members are assigned to the role, they must be reassigned to other roles before the custom role can be deleted.
Step 1. Navigate to 'Account' > 'User Management' > 'Roles'
Step 2. Find the custom role you want to delete > click on the horizontal ellipsis button and click 'Delete role'
Duplicate roles
To duplicate a role, follow the steps:
Step 1. Navigate to 'Account' > 'User Management' > 'Roles'
Step 2. Find the role you want to duplicate > click on the horizontal ellipsis button and click 'Duplicate role'