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.
Create a new Role
Log in to the LocalPayment Panel.
Navigate to the Configurations module.
Click on Clients section.
Click on the Edit option.
In the header menu, select Roles, make sure that you are in the Custom tab.
Click on ADD ROLE.
Enter the Name you wish to assign to the role. This field is required, and the name should be unique.
Add a Description of the new role; this field is required.
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.
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: Provide access to general platform settings, merchant profiles, and other global configurations and information.
Clients management: Provide access or change permissions to one or more of the client configuration sections.
Information: Displays essential merchant details, such as company name, address, and account status. The only permission allowed for this section is viewing.
Account Settings: Displays configurations of the account, such as general rules and payout rules. The only permission allowed for this section is viewing.
Banking: Manages bank account details, including adding banks or editing existing information. The permissions allowed for this section are viewing and editing.
Contacts: Stores and manages contact information for key personnel of your merchant. The permissions allowed for this section are viewing and editing.
Roles: Defines personalized user roles and permissions, controlling access to different features within the Localpayment Panel. The permissions allowed for this section are viewing and editing.
Users: Manages user accounts, including creation, modification, and access roles for team members. The permissions allowed for this section are viewing and editing.
Ip Whitelist: Allow APIs access to specific IP addresses for enhanced security. The permissions allowed for this section are viewing and editing.
Merchants: Displays your sub merchants information. The only permission allowed for this section is viewing.
Notifications: Sets up alerts and messaging preferences (e.g., email/webhooks for transactions, settlements, or status updates). The permissions allowed for this section are viewing and editing.
Agreements: Stores legal and contractual documents, such as terms of service or partnership agreements. The only permission allowed for this section is viewing.
BINS: Whitelist Bank Identification Number (BIN) for transaction processing. The permissions allowed for this section are viewing and editing.
Masters: Provides essential reference lists used for transaction processing, including
Countries: Supported countries for payments/operations.
Currencies: Accepted currencies and their configurations.
Banks: List of banks for processing transactions.
Concept Codes: Merchant categorization codes (e.g., marketplace, professional services).
Holidays: Non-working dates affecting settlement timelines per country.
Document Types: Accepted ID documents (e.g., passport, identity card).
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.
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.
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