User Management Guide and Tutorials

This guide will take you through the functions to manage your users and teams in your account on the Airwallex Web App platform. 

 

Manage Roles in Your Account

  1. User roles
  2. Invite users to your account
  3. Change user’s nickname and role
  4. Promote to Admin
  5. Remove/Suspend/Unsuspend user
  6. Create custom roles
  7. Duplicate roles
  8. Change role’s permissions of a custom role
  9. Delete custom roles
  10. Compare user role permissions 

 

Manage Teams in Your Account

  1. Create a team
  2. Add members to join your team
  3. Promote to team leader / Remove team leadership
  4. Delete a team

 

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. 


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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 transactional data and ability to create draft transfers

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 user in 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 themself 



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 chagned.
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 with transaction approvals

Transfers.png

Cards

Create new cards, access to card transaction details and individual card details

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Payments

08-Payments.png

Account Settings

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

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User management

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

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Manage Teams in Your Account


What_s_team.jpg

Levels of team member 

Team lead 
The Team lead can manage the team members, but can’t edit the team. A team can have no team lead or multiple team leads.

Members
The Member can only view their team.



Create a team 

An Owner or Admin can create a team in their account. Once they create the team, they will become a Team Lead of the team A team can have multiple roles. 

To create a team, follow the steps:

  1. Click Teams 
  2. Click Create team 
  3. Input the team name 
  4. Select roles for your team
  5. Click Create team

11-Team_list.jpg


Add members to join your team 

A Team Lead can add members to join the team. 
To add members to the team, follow the steps:

  1. Click a Team 
  2. Click Add members
  3. Input the user's nickname or email of the person you want to add
  4. Click Add to team



Promote to Team Lead

A Team lead, Owner or Admin can promote members to a Team Lead. 

  1. Click Teams
  2. Find the member you want to assign, and click Promote to team Lead 



Remove Team Lead

A Team Lead, Owner or Admin can remove members’ team leadership.

  1. Click Teams 
  2. Find the member you want to remove leadership, and click Remove team lead 



Delete teams 

A Team Lead, Owner or Admin can delete a custom role

  1. Click Teams   
  2. Find the teams you want to delete, and click Delete team 
  3. Confirm and click Yes, Delete
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