Roles and Permissions

Nium Portal has several different roles available to help you control what users have access.

Nium Portal has four roles available for users:

  • VIEWER: Can review details about resources and reports but can't make changes or perform actions.
  • DEVELOPER: Handles technical settings like API keys and system configurations. This role is best suited for team members who will be in charge of technical setup and integration tasks.
  • MANAGER: Oversees and manages operational data (customers, clients, beneficiaries, users, etc.), with the ability to edit, add, and organize it.
  • APPROVER: Responsible for approving or rejecting transactions and changes to ensure compliance and accuracy.
  • ADMIN: Has complete access to all settings, features, and administrative functions within the portal.

See the following for a breakdown of the permissions and capabilities available for each role in the different areas of Nium Portal.

User Management

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View user list
Add and invite users🚫🚫
Edit and update user roles🚫🚫
Delete user🚫🚫🚫🚫
Request password reset

Client Management

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View client balances
View client ID
View API Keys🚫
View client configuration

Customer Management

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View customer list
View customer balances
View customer data
Edit customer data🚫🚫
Move funds🚫🚫🚫
Download statements

Beneficiary Management

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
Add beneficiary🚫🚫
Update beneficiary🚫🚫
Delete beneficiary🚫🚫

Beneficiary Management

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View beneficiaries list
View beneficiary details
Add a new beneficiary🚫🚫
Edit or update a beneficiary🚫🚫
Delete beneficiaries🚫🚫🚫
Export the details of beneficiaries🚫🚫
Create payouts to beneficiaries🚫🚫
Approve payouts to beneficiaries🚫🚫🚫
Initiate payments to beneficiaries🚫🚫

API Keys

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View API Keys
Generate new API Keys🚫🚫🚫🚫

Webhooks

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
Create webhooks🚫
Edit webhooks🚫
Delete webhooks🚫
View webhooks

Reports

Transaction Reports

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View transaction reports
Download transaction reports
Respond to RFIs🚫🚫
View RFI details

Scheduled Reports

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
View scheduled reports
Create scheduled reports🚫🚫
Edit scheduled reports🚫🚫
Download scheduled reports

Batch Payouts

PermissionsVIEWERDEVELOPERMANAGERAPPROVERADMIN
Download templates
Upload batch files🚫🚫
Submit batch files🚫🚫
Submit batch files on
behalf of another party
🚫🚫🚫
Cancel their
own batches
🚫🚫
Cancel batches
created by another user
🚫🚫🚫
Approve their
own batches
🚫🚫🚫🚫
Approve another
party's batches
🚫🚫🚫
View batches
View transactions
in batches
Download CSVs of
their own batches
🚫🚫
Download CSVs of
other users' batches
🚫🚫🚫