On Paytron, you and your professional colleagues can work as a team and maintain operational security. With our built in user roles and customisable permissions, you can easily incorporate your existing processes into Paytron.
Paytron has a few predefined roles, and we also give you the option to customise roles to suit your users role.
Predefined Roles
- Viewers can view conversions, payments and beneficiaries, but cannot create, approve, invite or manage users.
- Creators can view and create conversions, payments, beneficiaries and invite users, but cannot approve anything or manage users.
- Managers can view, create conversions, payments, beneficiaries, invite and manage users. Managers can also view all card accounts and manage company account information, Logos and API integrations.
- Custom can have access to allocated permissions
NOTE: No user, no matter what their role is, can grant someone else permission to do something that they themselves do not have permission to do.
Definition of permissions
Approval - Manage allows the user to Approve, payments, conversions, expenses and payroll.
Recipients - Create allows the user to create and edit beneficiaries
Recipients - View allows the user to only view the beneficiaries details
Billing - Manage allows users to view subscription statements and card holder statements
Cards - Manage allows users to manage and view all cards on a company profile, including creating cards, setting limits and paying off cards.
Cards - View allows users to view all cards on a company profile and to view all user statements.
Note: A cardholder does not need either of the permissions above to view their own card details or transactions.
Bills - Manage allows users to edit and submit any bills on a company profile.
Bills - View allows users to view any bills on a company profile.
Note: You do not need either of the permissions above to view your own uploaded bills.
Company - Manage allows users to manage the company account, account information, Logos and API integrations.
Conversions - Create allows users to create conversions.
Payments - Create allows users to create and edit payments.
Payments - View allows users to view payments.
Payroll - Create allows users to create payroll batches.
Payroll - View allows users to view all payroll functions and Pay details.
Users - Invite allows users to invite other users to the platform.
Users - Manage allows users to invite and manage all user permissions.