Roles and Permissions

Nium Portal has four roles available for users:

Role	Description
VIEWER	Can review details about resources and reports but cannot make changes or perform actions.
DEVELOPER	Handles technical settings such as API keys and system configurations; suited for team members responsible for technical setup and integrations.
MANAGER	Oversees and manages operational data (customers, clients, beneficiaries, users, etc.), with the ability to add, edit, and organize records.
APPROVER	Responsible for approving or rejecting transactions and changes to ensure compliance and accuracy.
ADMIN	Has full 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	✅	✅	✅	✅	✅

Client Management

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

Customer Management

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

Beneficiary Management

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	🚫	🚫	✅	✅	✅

API Keys

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

Webhooks

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

Reports

Transaction Reports

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

Scheduled Reports

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

Batch Payouts

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	🚫	🚫	🚫	✅	✅