This guide will take you through the functions to manage your user roles in your account on the Airwallex Web App platform.
Manage Roles in Your Account
Airwallex accounts have up to 6 system roles available for users: Owner, Admin, Developer, Analyst, Cardholder and View only. Both the Owner and Admin can invite other users to join, and they can assign user roles. And also, users can create custom roles for their requirements.
User roles
Owner
The Owner serves as the primary contact for the account, and the owner can perform all actions in the account, including adding and removing users and team management
(An account can have only one Owner.)
Admin
Full access including User Management
Developer
Access to developer resources and integrations
Analyst
Access to transfer data and create transfers when Transfer Approval is disabled.
Access to transfer data and create draft transfers for approval when Transfer Approval is enabled.
To enable Transfer Approval, please contact our support team. Read more about Transfer Approval here.
View only
Access to transactional data but cannot make any changes
Cardholder
Access to corporate cards for spending
Custom roles
Users can create custom roles. Add role name and set up role permissions
Invite users to your account
The Users page displays the usernames, email and user status for everyone with access to your account. From this page, you can remove users, suspend/unsuspend users, promote to Admin, view pending account invitations, resend invitation emails.
To invite a new user to your account, follow the steps:
- Click Users in User Management
- Click Invite user
- Input the email and user's nickname of the person you want to invite
- Choose a role
- Click Sent invite
The email invitation asks the recipient to join your account under the role you selected. The recipient can create a new username and password, or log in with their existing Airwallex account.
This invitation will expire after 24 hours. After the invitation expires, Owners and Admins can still find the user from the User list, Click ‘Resend invite’ and send another invitation.
Change user’s nickname or role
An Owner or Admin can change a user's role from the Users page in their account.
To change user’s nickname and user role, follow the steps:
- Click Users
- Find the username and click Edit user
- Change the nickname or a role
- Click Save changes
Promote to Admin
An Owner or Admin can promote a user (Active) to Admin.
To promote a user to Admin, follow the steps:
- Click Users
- Find the username and click Promote to Admin
- Click Yes, promote
Remove user
Owners and Admins can remove account access to users at any time, while they cannot remove account access to themself.
To remove a user from your account, follow the steps:
- Click Users
- Find the username and click Remove user
- Click Yes, remove
*User can’t remove themself
The email notification will notify that the user cannot access the account anymore.
Suspend/Unsuspend user
Owners and Admins can suspend/unsuspend account access to users at any time, while they cannot suspend account access to themself.
To Suspend/Unsuspend user in your account, follow the steps:
- Click Users
- Find the username and click Suspend/Unsuspend
- Click Yes, Suspend/Unsuspend
*User can’t suspend/unsuspend themselves
Create custom roles
An Owner or Admin can create a custom role from the Roles page in their account.
To create a custom role, follow the steps:
- Click Roles
- Click Create role
- Input the role name
- Set up role permissions
- Click Create role
Duplicate roles
An Owner or Admin can duplicate a role from the Roles page in their account.
To duplicate a role, follow the steps:
- Click Roles
- Find the system/custom role you want to duplicate, and click Duplicate role
- Edit the role’s permissions as a new copy role
- Click Create role
Change role’s permissions of a custom role
An Owner or Admin can change a custom role’s permissions, while the permissions of a system role cannot be changed.
To create a custom role, follow the steps:
- Click Roles
- Find the custom role you want to change, and click Edit role
- Change the role’s permissions
- Click Save changes
Delete custom roles
An Owner or Admin can delete a custom role when there are no members assigned to the role.
If there are members assigned, change them to other roles first.l
- Click Roles
- Find the custom role you want to delete, and click Delete role
- Confirm and click Yes, Delete
Compare user role permissions
Wallet
Access to wallet balances, transaction history, Global Accounts, and FX conversions
Transfers
Make money transfers, manage workflow without Transfer Approvals
Make money transfers, manage workflow with Transfer Approvals
To enable Transfer Approval, please contact our support team. Read more about Transfer Approval here.
Cards
Create new cards, access to card transaction details and individual card details
Payments
Account Settings
Access to entity information, Integrations and developer resources such as API keys & endpoints
User management
Invite users, specify roles and scale up collaborations with team management