Permissions
Permissions are created during deployment and are closely tied to the pages within the Control Center user interface. Each page is associated with one or more permissions to provide access to functions on that page. When a user doesn't have the permissions for a page, they can't see that page in the navigation tree.
For example, the Control Center user interface has a page that is used to manage user accounts. The set of permissions for some groups includes the ability to review, create, edit, and delete user accounts. When a user is a member of a group with at least one of these permissions, the page to manage the user accounts is available to them. If the user has none of the permissions, the page is not shown.
A group must have permission to view a page before the users in that group can assign any other permissions that are related to that page. Attempting to assign permissions to a page without first having view permission might remove the navigation for the page from the user interface. Or, the page might display the error message "Page cannot be displayed".
The list of permissions are shown in the following table.
| Permissions application name | Permissions category | Permissions | Description |
|---|---|---|---|
| Admin | Manage Participant Directory | View Participants | View participants on the participants page. |
| Create Participants | Create participants by using the participants page. | ||
| Edit Participants | Edit participants by using the participants page. | ||
| Delete Participants | Delete participants by using the participants page. | ||
| Create or Activate Versions | Create or activate participant versions by using the participants page. | ||
| Discard Active Participant Versions | Discard active participant versions by using the participants page. | ||
| Force Unlock Participant | Forcibly unlock a locked participant by using the participants page. | ||
| Authorize Fail Bank | Authorize fail bank by using the participants page. | ||
| (Participant Details) Association Memberships | View Association Memberships | View association memberships on the association memberships page. | |
| Assign Association Memberships | Assign association memberships by using the association memberships page. | ||
| Delete Association Memberships | Delete association memberships by using the association memberships page. | ||
| (Participant Details) Electronic Connection Owner | View Electronic Connections | View electronic connections on the electronic connection owner page. | |
| Create Electronic Connections | Create electronic connections by using the electronic connection owner page. | ||
| Edit Electronic Connections | Edit electronic connections by using the electronic connection owner page. | ||
| Delete Electronic Connections | Delete electronic connections by using the electronic connection owner page. | ||
| (Participant Details) General > Accounts | View Accounts | View accounts on the accounts page. | |
| Edit Accounts | Edit accounts by using the accounts page. | ||
| Create Accounts | Create accounts by using the accounts page. | ||
| Delete Accounts | Delete accounts by using the accounts page. | ||
| (Participant Details) General > Addresses | View Addresses | View addresses on the addresses page. | |
| Edit Addresses | Edit addresses by using the addresses page. | ||
| Create Addresses | Create addresses by using the addresses page. | ||
| Delete Addresses | Delete addresses by using the addresses page. | ||
| (Participant Details) General > Aliases | View Aliases | View aliases on the aliases page. | |
| Edit Aliases | Edit aliases by using the aliases page. | ||
| Create Aliases | Create aliases by using the aliases page. | ||
| Delete Aliases | Delete aliases by using the aliases page. | ||
| (Participant Details) General > Calendar | View Calendar | View calendars on the calendar page. | |
| (Participant Details) General > Central Bank Settlement | View Central Bank Settlement | View central bank settlements on the central bank settlement page. | |
| Edit Central Bank Settlement | Edit central bank settlements by using the central bank settlement page. | ||
| (Participant Details) General > Children | View Participant's Children | View the children of a participant on the children page. | |
| (Participant Details) General > Contacts | View Contacts | View contacts on the contacts page. | |
| Create Contacts | Create contacts by using the contacts page. | ||
| Edit Contacts | Edit contacts by using the contacts page. | ||
| Delete Contacts | Delete contacts by using the contacts page. | ||
| (Participant Details) General > Custom Attributes | View Custom Attributes | View custom attributes on the custom attributes page. | |
| Edit Custom Attributes | Edit custom attributes by using the custom attributes page. | ||
| (Participant Details) General > Failed Bank Restrictions | View Failed Bank Restrictions | View failed bank restrictions on the failed bank restrictions page. | |
| Edit Failed Bank Restrictions | Edit failed bank restrictions by using the failed bank restrictions page. | ||
| (Participant Details) General > Logo | View Logo | View logos on the logo page. | |
| Edit Logo | Edit logos by using the logo page. | ||
| Delete Logo | Delete logos by using the logo page. | ||
| Create Logo | Create logos by using the logo page. | ||
| (Participant Details) General > Office Designations | View Office Designations | View office designations on the office designations page. | |
| Edit Office Designations | Edit office designations by using the office designations page. | ||
| (Participant Details) General > Parent | View Participant Parent | View the parent of a participant on the parent page. | |
| Edit Participant Parent | Edit the parent of a participant by using the parent page. | ||
| (Participant Details) General > Service Subscriptions | View Service Subscriptions | View service subscriptions on the service subscriptions page. | |
| Edit Service Subscriptions | Edit service subscriptions by using the service subscriptions page. | ||
| Create Service Subscriptions | Create service subscriptions by using the service subscriptions page. | ||
| Delete Service Subscriptions | Delete service subscriptions by using the service subscriptions page. | ||
| (Participant Details) ODFI | View ODFI | View originating depository financial institutions (ODFI) on the ODFI page. | |
| Edit ODFI | Edit an ODFI by using the ODFI page. | ||
| (Participant Details) ODFI > Authorized Message Types | View Authorized Message Types | View authorized message types on the authorized message types page. | |
| Edit Authorized Message Types | Edit authorized message types by using the authorized message types page. | ||
| Create Authorized Message Types | Create authorized message types by using the authorized message types page. | ||
| Delete Authorized Message Types | Delete authorized message types by using the authorized message types page. | ||
| (Participant Details) ODFI > Authorized Senders | View Authorized Senders | View authorized senders on the authorized senders page. | |
| Edit Authorized Senders | Edit authorized senders by using the authorized senders page. | ||
| Assign Authorized Senders | Assign authorized senders by using the authorized senders page. | ||
| Delete Authorized Senders | Delete authorized senders by using the authorized senders page. | ||
| (Participant Details) Originator | View Originator | View originators on the originator page. | |
| Edit Originator | Edit originators by using the originator page. | ||
| Create Originator | Create originators by using the originator page. | ||
| (Participant Details) Originator > Authorized Destinations | View Authorized Destinations | View authorized destinations on the authorized destinations page. | |
| Edit Authorized Destinations | Edit authorized destinations by using the authorized destinations page. | ||
| (Participant Details) Originator > Authorized Message Types | View Authorized Message Types | View authorized message types on the authorized message types page. | |
| Edit Authorized Message Types | Edit authorized message types by using the authorized message types page. | ||
| Create Authorized Message Types | Create authorized message types by using the authorized message types page. | ||
| Delete Authorized Message Types | Delete authorized message types by using the authorized message types page. | ||
| (Participant Details) Originator > Authorized Senders | View Authorized Senders | View authorized senders on the authorized senders page. | |
| Assign Authorized Senders | Assign authorized senders by using the authorized senders page. | ||
| Delete Authorized Senders | Delete authorized senders by using the authorized senders page. | ||
| (Participant Details) Originator > Check Attributes | View Check Attributes | View check attributes on the check attributes page. | |
| Edit Check Attributes | Edit the check attributes by using the check attributes page. | ||
| (Participant Details) Originator > Check Attributes > Inbound Channels | Inbound Channels | View the inbound channels by using the inbound channels page. | |
| Edit Inbound Channels | Edit the inbound channels by using the inbound channels page. | ||
| Delete Inbound Channels | Delete the inbound channels by using the inbound channels page. | ||
| Create Inbound Channels | Create the inbound channels by using the inbound channels page. | ||
| (Participant Details) Originator > Recipients | View originator recipients | View recipients on the originator recipients page. | |
| (Participant Details) Originator > Recipients > Accounts | View recipient accounts | View accounts on the originator recipients accounts page. | |
| (Participant Details) Product Subscriptions | View Product Subscriptions | View product subscriptions on the product subscriptions page. | |
| Edit Product Subscriptions | Edit product subscriptions by using the product subscriptions page. | ||
| Create Product Subscriptions | Create product subscriptions by using the product subscriptions page. | ||
| Delete Product Subscriptions | Delete product subscriptions by using the product subscriptions page. | ||
| (Participant Details) Product Subscriptions > Services | View Services | View services on the services page. | |
| Edit Services | Edit services by using the services page. | ||
| Create Services | Create services by using the services page. | ||
| Delete Services | Delete services by using the services page. | ||
| (Participant Details) RDFI | View RDFI | View receiving depository financial institutions (RDFI) on the RDFI page. | |
| Edit RDFI | Edit an RDFI by using the RDFI page. | ||
| (Participant Details) RDFI > Authorized Receiving Points | View Authorized Receiving Points | View authorized receiving points on the authorized receiving points page. | |
| Assign Authorized Receiving Points | Assign authorized receiving points by using the authorized receiving points page. | ||
| Delete Authorized Receiving Points | Delete authorized receiving points by using the authorized receiving points page. | ||
| (Participant Details) RDFI > Item Mapping > Endpoints | View Endpoints | View endpoint mapping configurations on the endpoint mappings page. | |
| Edit Endpoints | Edit endpoint mapping configurations by using the endpoint mappings page. | ||
| (Participant Details) RDFI > Item Mapping > Sidepoints | View Sidepoints | View sidepoint mapping configurations on the sidepoint mappings page. | |
| Create Sidepoints | Create sidepoint mapping configurations by using the sidepoint mappings page. | ||
| Edit Sidepoints | Edit sidepoint mapping configurations by using the sidepoint mappings page. | ||
| Delete Sidepoints | Delete sidepoint mapping configurations by using the sidepoint mappings page. | ||
| (Participant Details) Receiver | View Receiver | View receivers on the receiver page. | |
| Edit Receiver | Edit receivers by using the receiver page. | ||
| (Participant Details) Receiver > Authorized ECOs | View Authorized ECOs | View authorized ECOs on the authorized ECOs page. | |
| Assign Authorized ECOs | Assign authorized ECOs by using the authorized ECOs page. | ||
| Delete Authorized ECOs | Delete authorized ECOs by using the authorized ECOs page. | ||
| (Participant Details) Receiver > Endpoints / Sidepoints | View Endpoints / Sidepoints | View endpoints and sidepoints on the participants page to access the endpoints / sidepoints page. | |
| Edit Endpoints / Sidepoints | Edit endpoints and sidepoints by using the participants page to access the endpoints / sidepoints page. | ||
| Create Endpoints / Sidepoints | Create endpoints and sidepoints by using the participants page to access the endpoints / sidepoints page. | ||
| Delete Endpoints / Sidepoints | Delete endpoints and sidepoints by using the participants page to access the endpoints / sidepoints page. | ||
| (Participant Details) Receiver > Transmissions > CPA Configuration | View CPA Configuration | View CPA configurations on the CPA configuration page. | |
| Edit CPA Configuration | Edit CPA configurations by using the CPA configuration page. | ||
| (Participant Details) Receiver > Transmissions > Connections | View Connections | View connections on the connections page. | |
| Create Connections | Create connections by using the connections page. | ||
| Edit Connections | Edit connections by using the connections page. | ||
| Delete Connections | Delete connections by using the connections page. | ||
| (Participant Details) Receiver > Transmissions > Deliveries | View Deliveries | View deliveries on the deliveries page. | |
| Edit Deliveries | Edit deliveries by using the deliveries page. | ||
| Create Deliveries | Create deliveries by using the deliveries page. | ||
| Delete Deliveries | Delete deliveries by using the deliveries page. | ||
| (Participant Details) Receiver > Transmissions > Expected Transmissions | View Expected Transmissions | View expected transmissions on the expected transmissions page. | |
| Edit Expected Transmissions | Edit expected transmissions by using the expected transmissions page. | ||
| Create Expected Transmissions | Create expected transmissions by using the expected transmissions page. | ||
| Delete Expected Transmissions | Delete expected transmissions by using the expected transmissions page. | ||
| (Participant Details) Receiving Point > Endpoint Packaging | View Endpoint Packaging | View endpoint packaging configurations on the endpoint packaging page. | |
| Create Endpoint Packaging | Create endpoint packaging configurations by using the endpoint packaging page. | ||
| Edit Endpoint Packaging | Edit endpoint packaging configurations by using the endpoint packaging page. | ||
| Delete Endpoint Packaging | Delete endpoint packaging configurations by using the endpoint packaging page. | ||
| (Participant Details) Receiving Point > RDFI Groupings | Create RDFI Groupings | Create RDFI groupings by using the RDFI groupings page. | |
| Delete RDFI Groupings | Delete RDFI groupings by using the RDFI groupings page. | ||
| Edit RDFI Groupings | Edit RDFI groupings by using the RDFI groupings page. | ||
| View RDFI Groupings | View RDFI groupings on the RDFI groupings page. | ||
| (Participant Details) Recipient | View Recipient | View recipients on the recipient page. | |
| (Participant Details) Risk Management | View Risk Management | View risk management on the risk management page. | |
| Edit Risk Management | Edit risk management by using the risk management page. | ||
| (Participant Details) Risk Management > Account Rules | View Account Rules | View account rules on the account rules page. | |
| Edit Account Rules | Edit account rules by using the account rules page. | ||
| Create Account Rules | Create account rules by using the account rules page. | ||
| Delete Account Rules | Delete account rules by using the account rules page. | ||
| (Participant Details) Risk Management > Account Rules > Authorization Filters | View Authorization Filters | View authorization filters on the authorization filters page. | |
| Edit Authorization Filters | Edit authorization filters by using the authorization filters page. | ||
| Create Authorization Filters | Create authorization filters by using the authorization filters page. | ||
| Delete Authorization Filters | Delete authorization filters by using the authorization filters page. | ||
| (Participant Details) Risk Management > Account Rules > Blocking Filters | View Blocking Filters | View blocking filters on the blocking filters page. | |
| Edit Blocking Filters | Edit blocking filters by using the blocking filters page. | ||
| Create Blocking Filters | Create blocking filters by using the blocking filters page. | ||
| Delete Blocking Filters | Delete blocking filters by using the blocking filters page. | ||
| (Participant Details) Risk Management > Account Rules > Positive Pay | View Positive Pay | View positive pay rules on the positive pay page. | |
| Edit Positive Pay | Edit positive pay rules by using the positive pay page. | ||
| Create Positive Pay | Create positive pay rules by using the positive pay page. | ||
| Delete Positive Pay | Delete positive pay rules by using the positive pay page. | ||
| (Participant Details) Risk Management > Account Rules > Positive Pay > Auto Decisions | View Auto Decisions | View auto decision rules on the auto decisions page. | |
| Edit Auto Decisions | Edit auto decision rules by using the auto decisions page. | ||
| Delete Auto Decisions | Delete auto decision rules by using the auto decisions page. | ||
| Create Auto Decisions | Create auto decision rules by using the auto decisions page. | ||
| (Participant Details) Risk Management > Account Rules > Stop Pay | View Stop Pay | View stop pay rules on the stop pay page. | |
| Edit Stop Pay | Edit stop pay rules by using the stop pay page. | ||
| Create Stop Pay | Create stop pay rules by using the stop pay page. | ||
| Delete Stop Pay | Delete stop pay rules by using the stop pay page. | ||
| (Participant Details) Risk Management > Limit Monitors | View Limit Monitors | View the limit monitors page for a participant. | |
| Create Limit Monitors | Create limit monitors for a participant by using the limit monitors page. | ||
| Edit Limit Monitors | Edit limit monitors for a participant by using the limit monitors page. | ||
| Delete Limit Monitors | Delete limit monitors for a participant by using the limit monitors page. | ||
| Opt in and out of Global Limit Monitors | Enable or disable the global limit monitors for a participant by using the limit monitors page. | ||
| Batch approval configuration | Configure whether client approval for batches (ICLs) is required. | ||
| (Participant Details) Sender | View Sender | View senders on the sender page. | |
| Edit Sender | Edit senders by using the sender page. | ||
| (Participant Details) Sender > Authorized ECOs | View Authorized ECOs | View authorized ECOs on the authorized ECOs page. | |
| Assign Authorized ECOs | Assign authorized ECOs by using the authorized ECOs page. | ||
| Delete Authorized ECOs | Delete authorized ECOs by using the authorized ECOs page. | ||
| (Participant Details) Sender > Transmissions > Expected Transmissions | View Expected Transmissions | View expected transmissions on the expected transmissions page. | |
| Edit Expected Transmissions | Edit expected transmissions by using the expected transmissions page. | ||
| Create Expected Transmissions | Create expected transmissions by using the expected transmissions page. | ||
| Delete Expected Transmissions | Delete expected transmissions by using the expected transmissions page. | ||
| (Participant Details) Sender > Transmissions > Message Standard Subscriptions | View Message Standard Subscriptions | View message standard subscriptions on the message standard subscriptions page. | |
| Edit Message Standard Subscriptions | Edit message standard subscriptions by using the message standard subscriptions page. | ||
| Create Message Standard Subscriptions | Create message standard subscriptions by using the message standard subscriptions page. | ||
| Delete Message Standard Subscriptions | Delete message standard subscriptions by using the message standard subscriptions page. | ||
| (Participant Details) Sender > Transmissions > Transmission Type Overrides | View Transmissions | View transmissions on the transmission type overrides page. | |
| Edit Transmissions | Edit transmissions by using the transmission type overrides page. | ||
| Create Transmissions | Create transmissions by using the transmission type overrides page. | ||
| Delete Transmissions | Delete transmissions by using the transmission type overrides page. | ||
| (Participant Details) Sender > Transmissions > Window Receipt Override | View Window Receipt Overrides | View window receipt overrides on the window receipt overrides page. | |
| Edit Window Receipt Overrides | Edit window receipt overrides by using the window receipt overrides page. | ||
| (Participant Details) Service Provider > Authorized ECOs | View ECOs | View ECOs on the authorized ECOs page. | |
| Assign ECOs | Assign ECOs by using the authorized ECOs page. | ||
| Delete ECOs | Delete ECOs by using the authorized ECOs page. | ||
| (Participant Details) Service Provider > Services | View Services | View services on the services page. | |
| Edit Services | Edit services by using the services page. | ||
| Create Services | Create services by using the services page. | ||
| Delete Services | Delete services by using the services page. | ||
| (Participant Details) Service Provider > Subscribers | View Subscribers | View subscribers on the subscribers page. | |
| Automatic Business Day Actions | View Automatic Business Day Actions | View actions on the automatic business day actions page. | |
| Edit Automatic Business Day Actions | Edit actions by using the automatic business day actions page. | ||
| Create Automatic Business Day Actions | Create actions by using the automatic business day actions page. | ||
| Delete Automatic Business Day Actions | Delete actions by using the automatic business day actions page. | ||
| Endpoints / Sidepoints | View Endpoints / Sidepoints | View endpoints and sidepoints on the endpoints / sidepoints page. | |
| Item Mapping Groupings | View Item Mapping Groupings | View item mapping groupings on the item mapping groupings page. | |
| Edit Item Mapping Groupings | Edit item mapping groupings by using the item mapping groupings page. | ||
| Create Item Mapping Groupings | Create item mapping groupings by using the item mapping groupings page. | ||
| Delete Item Mapping Groupings | Delete item mapping groupings by using the item mapping groupings page. | ||
| Item Mappings | View Item Mappings | View item mappings on the item mappings page. | |
| Edit Item Mappings | Edit item mappings by using the item mappings page. | ||
| Create Item Mappings | Create item mappings by using the item mappings page. | ||
| Delete Item Mappings | Delete item mappings by using the item mappings page. | ||
| Manage Entitlements | View Entitlements | View entitlements on the entitlements page. | |
| Edit Entitlements | Edit entitlements by using the entitlements page. | ||
| Create Entitlements | Create entitlements by using the create entitlement action. | ||
| Delete Entitlements | Delete entitlements by using the delete entitlement action. | ||
| Manage Processing Window | View Processing Windows | View processing windows on the processing windows page. | |
| Edit Processing Windows | Edit processing windows by using the processing windows page. | ||
| Create Processing Windows | Create processing windows by using the create processing window action. | ||
| Delete Processing Windows | Delete processing windows by using the delete processing window action. | ||
| Message Standard Groupings | View Message Standard Groupings | View message standard groupings on the message standard groupings page. | |
| Edit Message Standard Groupings | Edit message standard groupings by using the message standard groupings page. | ||
| Create Message Standard Groupings | Create message standard groupings by using the message standard groupings page. | ||
| Delete Message Standard Groupings | Delete message standard groupings by using the message standard groupings page. | ||
| Message Type Groupings | View Message Type Groupings | View message type groupings on the message type groupings page. | |
| Edit Message Type Groupings | Edit message type groupings by using the message type groupings page. | ||
| Create Message Type Groupings | Create message type groupings by using the message type groupings page. | ||
| Delete Message Type Groupings | Delete message type groupings by using the message type groupings page. | ||
| Scheduled Payments | View Scheduled Payments | View scheduled payment configurations on the scheduled payments page. | |
| Edit Scheduled Payments | Change scheduled payment configurations by using the scheduled payments page. | ||
| Cancel Scheduled Payments | Cancel a model or cancel the next scheduled payment by using the scheduled payments page. | ||
| System Overview | View the System Overview screen | View the system overview page. | |
| View all counts on the screen | Always display the actual count values for all of the exceptions that require remediation links on the system overview page. Normally, a user sees actual count values only for the links that correspond to the pages that they have the permission to view. This permission does not grant the user the permission to view all of the pages that are linked from the system overview page. |