Default Role Specifications
On the platform, several default roles are defined to make it easier for an administrator to onboard new users.
Administration roles
| Role Name | Description |
| Organization manager | The Organization Manager role enables clients to set up and manage organizational hierarchies with up to five nested levels. |
| Role Manager | The Role Manager role allows clients to create and manage roles for use within their organizations. |
| User Manager | The User Manager role allows clients to manage user access to the platform. |
| API Key Manager | The API Key Manager role allows clients to manage their API keys for integrating the platform’s endpoints with their internal systems. |
| Configuration Manager | The Configuration Manager role allows clients to create and manage configurations by importing CSV files or exporting existing configurations. |
Configuration roles
| Role Name | Description |
| Flow Manager | The Flow Manager role allows clients to manage their end-to-end payment flows, including associated rules, payment types, date configurations, mappings, external providers, inbound and outbound integrations, and channels. |
| Rules manager | The Rule Manager role allows clients to create and manage custom rules to enhance payment processing through enrichment, validation rules, and rulesets. |
| Notification Manager | The Notification Manager role allows clients to configure and manage file and transaction notifications triggered by status updates. |
| Report Manager | The Report Manager role allows clients to configure and manage both automated and manual reports. |
| Reference Data Manager | The Reference Data Manager role allows clients to configure and manage reference data lists used for transaction enrichment and validation. |
| Account Manager | The Account Manager role allows clients to configure and manage debtor and creditor accounts for use during manual entry, as well as in specific validation and enrichment steps. |
| Nostro Account Manager | The Nostro Account Manager role allows clients to configure and manage nostro accounts used to enrich transactions that require cover generation. |
| Exchange Rate Manager | The Exchange Rate Manager role allows clients to import and manage static exchange rates used for amount calculations during payment processing. |
Financial Messaging roles
| Role Name | Description |
| File Manager | The File Manager role allows users to approve, correct, and reject files. |
| File Reconciliation | The File Reconciliation role allows users to match a PSR to a corresponding transaction and to release unmatched PSRs. |
| Financial Messaging Viewer | The Financial Messaging Viewer role allows users to view files and transactions through the financial messaging dashboard and perform file and transaction searches. |
| Transaction Initiator | The Transaction Initiator role allows users to import files or manually initiate transactions. |
| Transaction Corrector | The Transaction Corrector role allows users to correct and reject transactions. |
| Transaction Approver | The Transaction Approver role allows users to approve and reject transactions. |
| Transaction Releaser | The Transaction Releaser role allows users to release and reject transactions. |
| Transaction Reconciliation | The Transaction Reconciliation role allows users to import files, manually initiate payment status reports, or reject transactions. |
| Request for Cancel Initiator | The Request for Cancel Initiator role allows users to initiate transaction cancellations or reject transactions. |
| FX Requests Initiator | The FX Requests Initiator role allows users to import files or manually initiate transactions with external providers to retrieve real-time exchange rates. |
| Transaction Return Initiator | The Transaction Return Initiator role allows users to import files or return transactions. |
| Transaction Fraud Manager | The Transaction Fraud Manager role allows users to certify or reject transactions flagged as fraudulent. |
| GPI Tracker Manager | The GPI Tracker Manager role allows users to generate payment status reports (e.g., MT199, trck.001) to update transaction statuses in the GPI tracker. |
| Transaction Cover Manager | The Transaction Cover Manager role allows users to match, release, or reject cover transactions. |
| Template and Recurring Transactions Manager | The Template and Recurring Transactions Manager role allows users to configure and manage templates and recurring transactions. |