Permissions

Updated on 23 Aug 2022

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Permissions demo

Key concepts

Synctera has the following concepts:

Customers - Customers of the FinTech that uses Synctera.
Users - Employees of the FinTech that uses Synctera. Employees use the Synctera Console to keep track of / manage their customers and their details.

Roles available in the Synctera Console

Role	Description
Executive	Users with this role have access to view customer, analytics and team data. Users with this role do not have access to view transactions or reconciliation.
Administrator	Users with this role have access to invite users, administer user accounts, manage notifications, and change account settings. Users with this role do not have access to view customers, accounts, transactions and general user data.
Operations	Users with this role have access to customer data including accounts and transactions to help resolve customer issues
Operations Manager	Users with this role have access to customer data and team data
Case Operations	Users with this role can manage cases and access data needed for case work, including customers, accounts and transactions. Users with this role do not have access to view team data.
Card Image Reviewer	Users with this role can approve or reject images for custom cards
Profile Viewer	Users with this role can view FinTech profile information
Profile Editor	Users with this role can edit FinTech profile information

Each role comes with a set of permissions. The default roles mentioned above cannot be edited / deleted. You also cannot change permissions for default roles. However you can create new roles specific to your FinTech and you can set permissions based on whatever your needs are.

Each of these permissions come with View / Edit access. Depending on what permissions are set for the role that the user has, the user will be able to view / edit the respective data of the customer.

Available permissions

Permission	Description	Other recommended permissions
Accounts	Account data can be viewed / edited with this permission	Customers / Cards / Sub-ledger
Admin	Roles with view / edit access to this permission can create API Keys
Card Image Reviews	Roles with view / edit access to this permission can view / review / approve the Card Images of the customer	Cases / Cards / Customers
Cards	Roles with view / edit access to this permission can issue card / activate a card / view card details of the customer	Customers / Cases / Accounts
Cases	Roles with view / edit access to this permission can act on all types of cases. For Card image review, the user has to have that specific permission along with cases	Customers / Cases / Accounts/ Cards
Customers	Roles with view / edit access to this permission can view / edit the Customer data	Cases / Accounts/ Cards If the user needs to see transactions, also give Sub-ledger
Sub Ledger	Roles with view / edit access to this permission can view Transaction data of the customer, perform Reconciliation, or initiate an ACH transaction for the user.
Users	Roles with view / edit access to this permission can add users to the Console or assign permissions to users.
Profile	Roles with view / edit access to this permission can view / edit the Fintech Profile data.
General Ledger	Internal to Synctera. You shouldn’t need to use this permission.
Notifications	Internal to Synctera. We do not recommend you use this.
Waitlists	Internal to Synctera. You shouldn’t need to use this permission

What's Next

Group and User Creation