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).
Permission definition
The following guide will help you understand what a user with a specific permission can and cannot do.
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 | ✅ | ❌ |