Roles

You can establish personalized user roles to suit your merchant's needs.

This guide will walk you through the steps to create new roles in your Panel.

Prerequisites

• Access to the Localpayment Dashboard with a user with permission on this section.

Create a new Role

1. Log in to the LocalPayment Panel.

2. Navigate to the Configurations module.

3. Click on Clients section.

4. Click on the Edit option.

5. In the header menu, select Roles, make sure that you are in the Custom tab.

6. Click on ADD ROLE.

Info

The Type field will always be set to External and be disabled.

1. Enter the Name you wish to assign to the role. This field is required, and the name should be unique.

2. Add a Description of the new role; this field is required.

3. Select the permissions of the role. It is required to select at least one permission; while assigning them, you can hover your cursor over each permission to obtain additional information.

4. Save the changes. The role will now be available to be assigned to your users.

Permission List

Define the available permissions that can be assigned to a custom role. Each permission determines the level of access and actions a user can perform within specific modules of the Localpayment Panel.

• API: Grants access to API credentials, configuration, and integration tools.

• Balances: Allows viewing and monitoring of account balances across different currencies.

• Dashboard: Provides access to the main overview with key performance indicators and recent activity.

• Payin: Enables management of incoming payments, including viewing transaction details and initiating refunds.

• Payout: Grants control over outgoing payments, allowing users to initiate and manage fund transfers.

• Reports: Permits access to generate, view, and download various financial and operational reports.

• Settlement - Exchange: Allows viewing and managing settlement details and currency exchange operations.

• Configurations: Provides access to general platform settings, merchant profiles, and other global configurations.

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Edit Role

To edit a previously created role, go to the Custom tab and click the Edit Role button for the desired role. You can update the role name, modify the description, and adjust the permissions according to the appropriate access level. To apply the changes, click Save. The updated role will appear in the Custom tab within the Roles section.

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Delete Role

To delete a previously created role, go to the Custom tab and click the Delete Role button next to the desired role. Confirm your action by clicking Yes, or cancel by clicking No.

Important Before deleting a role, ensure that it is not currently assigned to any active user to prevent access issues.