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 | ✅ | ✅ | ✅ | ✅ | ✅ |
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 |
---|
Add beneficiary | 🚫 | 🚫 | ✅ | ✅ | ✅ |
Update beneficiary | 🚫 | 🚫 | ✅ | ✅ | ✅ |
Delete beneficiary | 🚫 | 🚫 | ✅ | ✅ | ✅ |
Beneficiary Management
Permissions | VIEWER | DEVELOPER | MANAGER | APPROVER | ADMIN |
---|
View beneficiaries list | ✅ | ✅ | ✅ | ✅ | ✅ |
View beneficiary details | ✅ | ✅ | ✅ | ✅ | ✅ |
Add a new beneficiary | 🚫 | 🚫 | ✅ | ✅ | |