User roles overview
Learn about user roles and permissions
When you add a user to your organization, you make two decisions: which user role to assign them, and where that user role applies.
A user role is a bundle of permissions assigned to a user at a specific scope. Permissions determine which actions a user can perform and which records they can view. The scope determines which part of your organization that access applies to. This article covers Payabli’s default roles, what each role can do, and how scope affects access.
Payabli has four default tiered roles. The viewer, member, manager, and admin roles form a hierarchy: each role includes all the permissions of roles lower in the hierarchy, plus additional capabilities. For example, when you assign a user the manager role, they can do all of the things that a member or viewer can do.
To view your role, select your profile at the bottom of the sidebar, then select User Profile. Your role appears beneath your organization name. Admins and managers can change or delete users with lower roles through Settings > User Management — for example, a manager can change a member’s role but can’t modify an admin’s role.
Every role assignment targets a specific entity: either an organization or a paypoint. Organization-level assignments take precedence and cascade down — a user with an org-level role has that access across every paypoint in the organization.
Organization-level access applies across the entire organization, including all paypoints under it. If you have suborganizations, access cascades the same way: from the organization down through suborganizations to all paypoints beneath them.
Paypoint-level access scopes the role to a single paypoint only. Users can hold different roles at different paypoints, and a paypoint-level role can be stronger than the user’s org-level role. For example, a user might be a member across the organization but a manager at one specific paypoint.
Where you are in Payabli when you create a user determines the scope of their assignment. You can check your current context using the context switcher in the top right — it lists the name and type (organization or paypoint) of your current context. Click it to switch between organizations or paypoints. At the paypoint level, the user role assignment is for that paypoint only. When you create a user, you can assign user roles for multiple paypoints within an organization.
See these related resources to help you get the most out of Payabli.