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Roles and Permissions

The Highnote Dashboard provides an easy-to-use interface for managing your card program. Highnote offers different user and permission levels for Dashboard users. This ensures compliance and privacy. This guide provides an overview of team member roles and permissions.

Team member roles

When an Admin user invites a team member, they must assign the team member a role. The Highnote Dashboard offers two team member roles:

  • Admin
  • Support

Permissions

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Permissions are set at the organization level. You must invite team members and set permissions for Test and Live environments separately.

Team member roles have different levels of permissions and capabilities in the Dashboard. The following table provides an overview of team member role permissions:

PermissionAdminSupport
Manage organization settingsapproveddenied
Invite teamapproveddenied
Manage developer settingsapproveddenied
View account holdersapprovedapproved
Manage account holdersapprovedapproved
Monitor transactionsapprovedapproved
Monitor payment cardsapprovedapproved
Manage payment cardsapprovedapproved
View spend controlsapprovedapproved
Manage spend controlsapprovedapproved
View applicationsapprovedapproved
Manage applicationsapprovedapproved
View financial accountsapprovedapproved
Issue financial accountsapprovedapproved
Monitor ledgersapprovedapproved
View internal transfersapprovedapproved
Manage internal transfersapproveddenied
View card product balanceapprovedapproved
Manage card product balanceapproveddenied
View product settingsapproveddenied
Manage product settingsapproveddenied
View reportsapprovedapproved
Create reportsapprovedapproved