User profiles allow you to limit or extend the access rights and display of features on the Dashboard (V.2).
The first user profile is created by SlimPay for the Administrator profile.
Once the administrator has logged in to the dashboard, he/she can create other user accesses with the appropriate profile.
Oula, it is not very clear... How to create users? We tell you everything in How to manage users.
You can choose from ten user profiles (also called user roles):
- Administrator Can access all screens and manage the Dashboard configuration (V.2).
- Operator Can access all sections except the Dashboard configuration (V.2) and the Finance section (Balance and Reporting).
- Operator King*
- Finance Can access all sections except the Dashboard configuration (V.2).
- Finance K*
- Customer Service* (K*)
- Customer Service K*
- Developer Can access all sections except Dashboard configuration (V.2) and Finance (Balance and Reporting).
- Agent Can view all sections except Dashboard Administration (V.2) (Team, Settings, etc.) and create fund transfers.
- Read only Can access all sections except Dashboard (V.2) configuration and Finance (Balance and Reporting).
*New: These profiles will be available by the end of Q1 2022.
Summary of user profiles
Here is the list of the 10 possible profiles for each of your team members available on the Dashboard (V.2):
Note: Admin. = Administrator; Ope= Operator; Ope.K= Operator King; C.S.= Customer Service; C.S. K= Customer Service King; Fin.= Finance; Fin.K= Finance King; Dev.= Developer; Agent= Agent; R.O.= Read Only
Team | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
Invite users & assign roles |
✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
App management | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
Generate the secret app and configure your URLs |
✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
Balance | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View & make money transfers |
✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ | ❌ | ✅ | ❌ |
Reporting | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View & Download |
✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ | ❌ | ✅ |
✅ (View only) |
Orders | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View & Export |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ |
Cancel an order file |
✅ |
✅ |
✅ |
❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
❌ |
Sign by sending a link & by operator |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
❌ |
Autorizations | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ |
Create, Modify, Revoke a mandate |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
❌ |
Export |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ |
Import Mandates |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
❌ |
Mandate templates | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View the list of mandate templates |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ |
✅ |
Import a mandate template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ |
❌ |
Select a default mandate template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ |
❌ |
Delete a mandate template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ |
❌ |
Download a mandate template |
✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ |
❌ |
Control of the fields of a mandate template |
✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ✅ |
❌ |
Payments | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ |
Modify, Cancel, Refund |
✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ |
❌ |
Cancel a bulk SDD |
✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ | ❌ |
❌ |
Plans | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Cancel |
✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
Modify |
✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
Export |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Documents | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
Create, Modify |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
Export |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
Download |
✅ | ❌ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
Perform document searches via filters |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
Document templates | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View the list of document templates |
✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ✅ | ✅ |
Import a document template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
Import a document template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
Download the content of a document template |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
Control document template fields |
✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ | ✅ | ✅ | ❌ |
Files | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
Create, Modify, |
✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
Export |
✅ | ❌ | ✅ | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | ❌ |
Import Files |
✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | ✅ | ❌ |
Download |
✅ | ❌ | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | ✅ | ❌ |
Subscribers | Admin. | Ope. | Ope. K | C.S. | C.S. K | Fin. | Fin. K | Dev. | Agent | R.O. |
View |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |