Permissions for RocketKOR Portal users (called Team Members) and RocketKOR Service Accounts are managed through roles.
A Team Member is assigned a role that determines the actions they can perform on the Portal, based on the role’s permissions. For example, a role may have permission to create transactions, manage Recipients, or manage Financial Accounts. Similarly, a Service Account is assigned a role that determines the actions it can perform via the RocketKOR APIs. A Team Member or Service Account can only be assigned one role.
The following roles can be assigned to Team Members and Service Accounts.
This is the main owner of the Business Account. Owners are allowed to perform all actions. Only Owners can assign the Owner and Admin roles to other Team Members. Note that multiple Team Members can be assigned the Owner role for the same Business Account.
The purpose of the Admin role is to manage Team Members. Admins cannot create or manage Recipients, Recipient Financial Accounts, or transactions.
The purpose of the Manager role is to supervise Team Members with the Clerk role. Managers can perform all actions except manage Team Members and update the Business Account profile.
The purpose of the Clerk role is to create and manage transactions. Clerks can perform all actions except manage Team Members and update the Business Account profile.
The purpose of the Finance role is to perform back-office accounting functions such as managing Recipients, Financial Accounts, and transactions. Finance can perform all actions except manage Team Members and update the Business Account profile.
The purpose of the View Only role is to allow a Team Member to view information in the Portal. Viewers cannot perform any actions in the Portal.
The following table shows which permissions are assigned to each role.
PERMISSIONS
|
ROLES |
|||||
---|---|---|---|---|---|---|
Owner |
Admin |
Manager |
Clerk |
Finance |
View Only |
|
TEAM MEMBERS |
||||||
View Team Members |
• |
• |
• |
• |
• |
• |
Create, Edit, Suspend, and Remove Team Members |
• Only Owners can assign the Owner and Admin roles to other Team Members |
• Except Team Members with the Owner role |
n/a | n/a | n/a | n/a |
BUSINESS ACCOUNT |
||||||
View the Business Account Profile |
• |
• |
• | • | • | • |
Update the Business Account Profile |
• | • | n/a | n/a | n/a | n/a |
BUSINESS FINANCIAL ACCOUNTS |
||||||
View Business Financial Accounts Including Account Activity and Balances |
• | • | • | • | • | • |
RECIPIENTS |
||||||
View Recipients |
• | • | • | • | • | • |
Create, Edit, Suspend, and Remove Recipients |
• |
n/a |
• | • | • |
n/a |
RECIPIENT FINANCIAL ACCOUNTS |
||||||
View Recipient Financial Accounts |
• | • | • | • | • | • |
Create, Suspend and Remove Recipient Financial Accounts |
• |
n/a |
• | • | • |
n/a |
TRANSACTIONS |
||||||
View Transactions |
• | • | • | • | • | • |
Create Transactions |
• If enabled for the Business Account |
n/a |
• If enabled for the Business Account |
• If enabled for the Business Account |
• If enabled for the Business Account |
n/a |
View Transaction Limits |
• |
• |
• | • | • | • |
NOTES |
||||||
View Notes |
• | • | • | • | • | • |
Create, Edit, and Remove Notes A Team Member can only manage their own notes |
• | • | • | • | • |
n/a |
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