Features » Settings, RBAC and Security | Wallet Inc.
Platform

Who can do what, and the record of who did.

Settings, roles-based access control and security in the admin portal: how staff accounts are scoped so people reach the parts of the platform they need and nothing else.

Roles-based access control
Inside the platform

My Account

Company Profile Managing Your Company Details

Review your company details and choose who receives platform emails

Settings > Company > Profile shows your company's type, name, address and mobile numbers. Under Preferences you set your industry and currency format.

Under Email Notifications for Platform Events, you choose which team member receives billing, marketing, technical and customer service emails.
My Account - API Keys Your Profile and API Keys

Manage your own profile, and create API keys for your integrations

My Account shows your profile details and lets you change your avatar and password, and set your email notifications, appearance and page tips.

The My API Keys panel is where you create a key with a title and description, and see every key you have created.
My Data Exports Your Data Export Logs

Review the history of your data exports here

The "My Data Exports" page is where your team will find any data export requests and subsequent download files. This page also allows your team to review your data export history and maintains a log of your download files should you ever need them again in the future.
Inside the platform

Roles-Based Access Controls (RBAC)

My Account - My Roles Review Your Permissions

See what roles your account has access to here

The "My Roles" tab on the "My account" page allows your team members to review what roles and actions are available to them.
Manage Users Managing Permissions

Manage how your team uses your business's Wallet

The "Manage Users" page is where account permissions for team members are set. Here is where you can edit existing user permissions and add new team members.
Manage Roles Managing Roles

Manage the roles within your team's Wallet

The "Manage Roles" page is where custom roles for your team are created and managed. If an edit is needed to be made to an roles, you can do that here.
Inside the platform

Auditing Team Activity

Authorization Changes Review Changes in Team Permissions

See how your team's roles have changed through time here

The "Auth Changes" page maintains a log of how your team's permission authorizations have changed through time. This allows your team to audit and review the roles that each of its members play and have played through time as your branded wallet changes. Pinpoint actions taken by individuals that have lead to a notable outcome with the auth changes log.
User Activity Review User Activity

Review when and how your team is using your branded wallet

The "User Activity" page is where your team's activity within your business's wallet is monitored. Here is where you will see when and what actions have been taken by your team.

Set it up before you add your team.

Create your profile, then scope each person to the access their job actually needs.

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