Roles and Permissions

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

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View user list	✅	✅	✅	✅	✅
Add and invite users	🚫	🚫	🚫	🚫	✅
Edit and update user roles	🚫	🚫	🚫	🚫	✅
Delete user	🚫	🚫	🚫	🚫	✅
Request password reset	✅	✅	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View client balances	✅	✅	✅	✅	✅
View client ID	✅	✅	✅	✅	✅
View API Keys	🚫	✅	✅	✅	✅
View client configuration	✅	✅	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View customer list	✅	✅	✅	✅	✅
View customer balances	✅	✅	✅	✅	✅
View customer data	✅	✅	✅	✅	✅
Edit customer data	🚫	🚫	✅	✅	✅
Move funds	🚫	🚫	🚫	✅	✅
Download statements	🚫	🚫	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
Add beneficiary	🚫	🚫	✅	✅	✅
Update beneficiary	🚫	🚫	✅	✅	✅
Delete beneficiary	🚫	🚫	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
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	🚫	🚫	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View API Keys	✅	✅	✅	✅	✅
Generate new API Keys	🚫	🚫	🚫	🚫	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
Create webhooks	🚫	✅	✅	✅	✅
Edit webhooks	🚫	✅	✅	✅	✅
Delete webhooks	🚫	✅	✅	✅	✅
View webhooks	✅	✅	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View transaction reports	✅	✅	✅	✅	✅
Download transaction reports	✅	✅	✅	✅	✅
Respond to RFIs	🚫	🚫	✅	✅	✅
View RFI details	✅	✅	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
View scheduled reports	✅	✅	✅	✅	✅
Create scheduled reports	🚫	🚫	✅	✅	✅
Edit scheduled reports	🚫	🚫	✅	✅	✅
Download scheduled reports	✅	✅	✅	✅	✅

Permissions	`VIEWER`	`DEVELOPER`	`MANAGER`	`APPROVER`	`ADMIN`
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	🚫	🚫	🚫	✅	✅