Payments

Payment Links

Manage Team

Manage Team

Mange your team, add or remove users and provide appropriate role to control access for Payment Links.

You can manage your team of users who can access the Curlec Dashboard. You can provide specific access to a user or a set of users for Payment Links.

Example

You need someone in your organisation to perform day-to-day operations such as creating a payment link or a webhook. In this case, you can give access of your Curlec Dashboard to a person and assign the Operations role. This limits the access to actions related to refunds and settlements only.

Standard User Roles

There are some predefined user roles that you can assign to your team members. You can use these roles to limit a user's access to the Dashboard. The below table explains each role and permissions associated with it. A team member should be assigned a role as the role is tied to an email address. A user can be assigned multiple roles by making use of different email ids.

RoleAction AllowedActions not Allowed
Owner
  • Generate API Keys.
  • Create and manage webhooks.
  • View all transactions.
  • Capture transactions.
  • Create and manage Payment Links.
  • Create and upload batch files.
  • Download and email reports.
  • Add Funds/Balance.
  • Install OAuth Apps.
NA
Admin
  • Generate API Keys.
  • Create and manage webhooks.
  • View all transactions.
  • Capture transactions.
  • Create and manage Payment Links.
  • Create and upload batch files.
  • Download and email reports.
NA
Manager
  • Create and manage webhooks.
  • View all transactions.
  • Capture transactions.
  • Create and manage Payment Links.
  • Create and upload batch files.
  • Download and email reports.
  • Generate API Keys.
Operations
  • Create and manage webhooks.
  • View all transactions.
  • Capture transactions.
  • Create and manage Payment Links.
  • Create and upload batch files.
  • Download and email reports.
  • Generate API Keys.
Finance
  • View all transactions.
  • Create and upload batch files.
  • Download and email reports.
  • Generate API Keys.
  • Create and manage webhooks.
  • Capture transactions.
  • Create and manage Payment Links.
ePos
  • Create Invoices and Payment Links in MYR only.
  • Generate API Keys.
  • Create and manage webhooks.
  • Manage Teams.
  • View all transactions.
  • Capture transactions.
  • Create and upload batch files.
  • Download and email reports.
  • View Payment Links created by other users.
Support
  • View all transactions.
  • Generate API Keys.
  • Create and manage webhooks.
  • Capture transactions.
  • Create and manage Invoices, Payment Pages, Payment Links and Customers.
  • Create and upload batch files.

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