Roles and Permissions

What are RocketKOR Roles?

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.

Standard Roles

The following roles can be assigned to Team Members and Service Accounts.

Owner

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.

Admin

The purpose of the Admin role is to manage Team Members. Admins cannot create or manage Recipients, Recipient Financial Accounts, or transactions.

Manager

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.

Clerk

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.

Finance

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.

View Only

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.

Permissions Available for Each Role

The following table shows which permissions are assigned to each role.

PERMISSIONS	ROLES
PERMISSIONS	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