Command palette
Search and navigate the admin dashboard.
Used by 0 customers · 0 members · 5 roles · Default role: Member
| Permission | CFX Admin60 · internal · system | Owner50 · system | Admin40 · system | Member30 · default · system | Viewer20 · system |
|---|---|---|---|---|---|
| All permissions | 55/5655 of 56 granted | 48/5648 of 56 granted | 35/5635 of 56 granted | 30/5630 of 56 granted | 1/561 of 56 granted |
| Accounts | 5/55 of 5 granted | 4/54 of 5 granted | 3/53 of 5 granted | 3/53 of 5 granted | 1/51 of 5 granted |
| accounts/export:rExport accounts | Granted | Granted | Granted | Granted | Granted |
| accounts:wOpen accounts | Granted | Granted | Not granted | Not granted | Not granted |
| deposit-memo:wCreate deposit memos | Granted | Granted | Granted | Granted | Not granted |
| linked-accounts:wLink external bank accounts | Granted | Not granted | Not granted | Not granted | Not granted |
| virtual-account:wCreate virtual accounts | Granted | Granted | Granted | Granted | Not granted |
| Payments | 6/66 of 6 granted | 5/65 of 6 granted | 4/64 of 6 granted | 4/64 of 6 granted | 0/60 of 6 granted |
| payment/ach:wSend ACH payments | Granted | Granted | Granted | Granted | Not granted |
| payment/external-wallet:wSend to external wallets | Granted | Granted | Granted | Granted | Not granted |
| payment/swift-wire:wSend SWIFT wires | Granted | Granted | Granted | Granted | Not granted |
| payment/us-instant:wSend US instant payments | Granted | Not granted | Not granted | Not granted | Not granted |
| payment/us-wire:wSend US wires | Granted | Granted | Granted | Granted | Not granted |
| transfer:wTransfer between accounts | Granted | Granted | Not granted | Not granted | Not granted |
| Deposits | 6/66 of 6 granted | 5/65 of 6 granted | 5/65 of 6 granted | 5/65 of 6 granted | 0/60 of 6 granted |
| deposit/ach-debit:wPull deposits by ACH debit | Granted | Not granted | Not granted | Not granted | Not granted |
| deposit/ach:rView ACH deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| deposit/crypto-wallet:rView crypto wallet deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| deposit/rtp:rView RTP deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| deposit/swift-wire:rView SWIFT wire deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| deposit/us-wire:rView US wire deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| Recipients | 6/66 of 6 granted | 5/65 of 6 granted | 5/65 of 6 granted | 5/65 of 6 granted | 0/60 of 6 granted |
| recipients/ach:wManage ACH recipients | Granted | Granted | Granted | Granted | Not granted |
| recipients/external-wallet:wManage external wallet recipients | Granted | Granted | Granted | Granted | Not granted |
| recipients/network-wallet:wManage network wallet recipients | Granted | Granted | Granted | Granted | Not granted |
| recipients/swift-wire:wManage SWIFT wire recipients | Granted | Granted | Granted | Granted | Not granted |
| recipients/us-instant:wManage US instant recipients | Granted | Not granted | Not granted | Not granted | Not granted |
| recipients/us-wire:wManage US wire recipients | Granted | Granted | Granted | Granted | Not granted |
| Transactions | 2/22 of 2 granted | 2/22 of 2 granted | 2/22 of 2 granted | 2/22 of 2 granted | 0/20 of 2 granted |
| transactions/export:rExport transactions | Granted | Granted | Granted | Granted | Not granted |
| transactions/metadata:wAdd notes and files to transactions | Granted | Granted | Granted | Granted | Not granted |
| Cards | 4/44 of 4 granted | 2/42 of 4 granted | 0/40 of 4 granted | 0/40 of 4 granted | 0/40 of 4 granted |
| cards/physical:rView physical cards | Granted | Not granted | Not granted | Not granted | Not granted |
| cards/physical:wOrder and manage physical cards | Granted | Not granted | Not granted | Not granted | Not granted |
| cards/virtual:rView virtual cards | Granted | Granted | Not granted | Not granted | Not granted |
| cards/virtual:wCreate and manage virtual cards | Granted | Granted | Not granted | Not granted | Not granted |
| Entities | 2/22 of 2 granted | 2/22 of 2 granted | 1/21 of 2 granted | 1/21 of 2 granted | 0/20 of 2 granted |
| identities:wCreate and edit identities | Granted | Granted | Granted | Granted | Not granted |
| organizations:wCreate and edit organizations | Granted | Granted | Not granted | Not granted | Not granted |
| Documents | 4/44 of 4 granted | 4/44 of 4 granted | 4/44 of 4 granted | 4/44 of 4 granted | 0/40 of 4 granted |
| documents/bank-letter:rDownload bank letters | Granted | Granted | Granted | Granted | Not granted |
| documents/bank-statement:rDownload bank statements | Granted | Granted | Granted | Granted | Not granted |
| documents/custom:rDownload custom documents | Granted | Granted | Granted | Granted | Not granted |
| documents/deposit-instructions:rDownload deposit instructions | Granted | Granted | Granted | Granted | Not granted |
| Company | 4/44 of 4 granted | 4/44 of 4 granted | 4/44 of 4 granted | 0/40 of 4 granted | 0/40 of 4 granted |
| company-notifications/email:wConfigure email notifications | Granted | Granted | Granted | Not granted | Not granted |
| company-notifications/slack:wConfigure Slack notifications | Granted | Granted | Granted | Not granted | Not granted |
| company-profile:wEdit the company logo | Granted | Granted | Granted | Not granted | Not granted |
| company-security:rView company security and user activity | Granted | Granted | Granted | Not granted | Not granted |
| Terms | 5/65 of 6 granted | 5/65 of 6 granted | 4/64 of 6 granted | 4/64 of 6 granted | 0/60 of 6 granted |
| terms/accept:wAccept terms on the company's behalf | Granted | Granted | Not granted | Not granted | Not granted |
| terms/cookies-policy:rView the cookies policy | Granted | Granted | Granted | Granted | Not granted |
| terms/esign-policy:rView the e-sign policy | Granted | Granted | Granted | Granted | Not granted |
| terms/moveusd-terms-of-use:rView the MOVEUSD terms of use | Not granted | Not granted | Not granted | Not granted | Not granted |
| terms/pricing-schedule:rView the pricing schedule | Granted | Granted | Granted | Granted | Not granted |
| terms/privacy-policy:rView the privacy policy | Granted | Granted | Granted | Granted | Not granted |
| Network | 2/22 of 2 granted | 2/22 of 2 granted | 1/21 of 2 granted | 1/21 of 2 granted | 0/20 of 2 granted |
| network:rView the CFX network | Granted | Granted | Granted | Granted | Not granted |
| transfer-network:wTransfer to network members | Granted | Granted | Not granted | Not granted | Not granted |
| Integrations | 3/33 of 3 granted | 3/33 of 3 granted | 0/30 of 3 granted | 0/30 of 3 granted | 0/30 of 3 granted |
| integrations:rView integrations | Granted | Granted | Not granted | Not granted | Not granted |
| integrations/slack:rView the Slack integration | Granted | Granted | Not granted | Not granted | Not granted |
| integrations/slack:wConnect and configure Slack | Granted | Granted | Not granted | Not granted | Not granted |
| Developers | 2/22 of 2 granted | 1/21 of 2 granted | 0/20 of 2 granted | 0/20 of 2 granted | 0/20 of 2 granted |
| api-keys:wCreate and revoke API keys | Granted | Granted | Not granted | Not granted | Not granted |
| webhooks:wConfigure webhooks | Granted | Not granted | Not granted | Not granted | Not granted |
| Team | 4/44 of 4 granted | 4/44 of 4 granted | 2/42 of 4 granted | 1/41 of 4 granted | 0/40 of 4 granted |
| team/invite:wInvite members and revoke invites | Granted | Granted | Not granted | Not granted | Not granted |
| team:rView workspace members | Granted | Granted | Granted | Granted | Not granted |
| team/remove:wRemove members | Granted | Granted | Granted | Not granted | Not granted |
| team/role:wChange a member's role | Granted | Granted | Not granted | Not granted | Not granted |
| members | 0 | 0 | 0 | 0 | 0 |
| Role | Rank | Flags | Members | Permissions | Actions |
|---|---|---|---|---|---|
| Customer | ID | Members | Links |
|---|---|---|---|
| No customers use this set. | |||
| CFX Admin |
| 60 |
| internal · system |
| 0 |
| 55 |
| Owner | 50 | system | 0 | 48 |
| Admin | 40 | system | 0 | 35 |
| Member | 30 | default · system | 0 | 30 |
| Viewer | 20 | system | 0 | 1 |