👥 Users and Roles
Merchants can learn which roles to assign to team members.
Overview
Coinflow provides multiple roles that can be assigned to team members for specific function. Below is a breakdown of each role:
- Viewer
- A viewer has read-only permissions. This means viewers can only view all the data on the dashboard, but cannot perform any actions like initiate a refund, respond to chargebacks, override chargeback protection, etc.
- Chargeback
- A chargeback role has read-only permissions on all the data on the dashboard and can respond to chargebacks and override chargeback protection decisions.
- Editor
- An editor role perform all write actions on the dashboard, meaning they can create or modify data on the dashboard. For example, an editor can initiate refunds, configure settlement settings, create api keys, configure webhooks, etc.
- Admin
- An admin role can perform any function on the dashboard with no restrictions. This includes creating new users. Admins can create a new role and have their teammates set up 2FA.
