User Role Management Guide

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. What_s_role.jpg

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:

  1. Click Users in User Management 
  2. Click Invite user
  3. Input the email and user's nickname of the person you want to invite
  4. Choose a role 
  5. Click Sent invite 

01-User_list.jpg

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.


02-Invitation.jpg

 

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:

  1. Click Users 
  2. Find the username and click Edit user 
  3. Change the nickname or a role 
  4. 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:

  1. Click Users 
  2. Find the username and click Promote to Admin 
  3. 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:

  1. Click Users 
  2. Find the username and click Remove user
  3. Click Yes, remove 

*User can’t remove themself 

The email notification will notify that the user cannot access the account anymore.

03-Removed.jpg

 

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:

  1. Click Users  
  2. Find the username and click Suspend/Unsuspend  
  3. 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:

  1. Click Roles  
  2. Click Create role
  3. Input the role name 
  4. Set up role permissions 
  5. Click Create role

04-Role_list.jpg

 

Duplicate roles

An Owner or Admin can duplicate a role from the Roles page in their account.
To duplicate a role, follow the steps:

  1. Click Roles 
  2. Find the system/custom role you want to duplicate, and click Duplicate role  
  3. Edit the role’s permissions as a new copy role
  4. 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:

  1. Click Roles 
  2. Find the custom role you want to change, and click Edit role  
  3. Change the role’s permissions
  4. 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 

  1. Click Roles  
  2. Find the custom role you want to delete, and click Delete role 
  3. Confirm and click Yes, Delete

 

Compare user role permissions

Wallet

Access to wallet balances, transaction history, Global Accounts, and FX conversions

05-Wallet.png

Transfers 

Make money transfers, manage workflow without Transfer Approvals

mceclip0.png

Make money transfers, manage workflow with Transfer Approvals

mceclip1.png

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

07-Card.png

Payments

08-Payments.png

Account Settings

Access to entity information, Integrations and developer resources such as API keys & endpoints

09-Account_settings.png

User management

Invite users, specify roles and scale up collaborations with team management

10-User_management.png

Powered by Zendesk