User Role Permission Guide

Airwallex offers users the ability to create new roles with custom permission sets. It defines what a user or team assigned with this role is able to access for each feature (e.g., Wallet vs. Transfers vs. Account settings).

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Permission definition

The following guide will help you understand what a user with a specific permission can and cannot do.

  1. Wallet 
  2. Transfers
  3. Cards
  4. Payments
  5. Connections
  6. Account settings 
  7. User management

Wallet - Balance and transaction history

Action / access View
View all information in the three tabs of the “Wallet” screen (“Balances”, “Transactions”, “Settings”)
Export wallet transaction history and other exports
Add funds to wallet
Setup, edit, delete and receive low balance alerts
Send, transfer or convert money

 

Wallet - Conversions

Action / access Create View
View all information in the three tabs of the “Wallet” screen (“Balances”, “Transactions”, “Settings”)
Export wallet transaction history and other exports
Add funds to wallet
Setup, edit, delete and receive low balance alerts
Setup, edit and delete rate alerts
View rate alerts and receive notifications
View conversion history
View, edit and confirm conversions

 

Wallet - Global accounts

Action / access Create, edit
View all information in the three tabs of the “Wallet” screen (“Balances”, “Transactions”, “Settings”)
Export wallet transaction history and other exports
Add funds to wallet
View, create and edit “Global Accounts”

 

Transfers (for accounts without approval flow)

Action / access Create, edit View
View and export “Payment activities”
Create a payment
View and edit “Contacts”

 

Transfers (for accounts with approval flow)

Action / access Create, edit Approve View
View and export “Payment activities”
Create and remove payments
View all payment drafts and approvals
Approve or reject payments
View and edit “Contacts”

 

Cards

Action / access Card admin Cardholder
View own card details
View all card details
View full transaction history
Create cards and assign cardholders

 

Payments - Payments

Action / access Edit View
View and export payments activities
Edit all payments
View risk management
Edit risk management

 

Payments - Dispute response

Action / access Edit View
View “Response queue” and “All disputes”
Respond to disputed payments

 

Connections - Connections

Action / access Edit
View and edit “Connection” settings

 

Account settings - Account details

Action / access Edit View
View account settings
Edit account settings*

*Currently, account settings cannot be edited in the webapp. This feature will be added in the future.

Account settings - Developer resources

Action / access Edit
View account settings
View and edit “Developer” settings (Generate new client API key)

 

User management - Users and roles

Action / access Edit View
View “Users” and “Roles” tabs
Edit and manage “Users” and “Roles”

 

User management - Teams

Action / access Edit View
View “Users” and “Roles” tab
View “Teams” tab
Edit and manage “Teams” for existing users