Roles and Permissions
This guide outlines the different roles available on your Chapa Dashboard system and their associated permissions. Each role is designed for specific responsibilities and comes with a defined set of capabilities.
| Role | Does (Allowed Actions) | Does Not (Restricted Actions) |
|---|---|---|
| Admin | • Full dashboard access • View and edit all balances • Manage all transactions • Approve and edit transfers • Manage subaccounts • Handle capital operations • Manage chargebacks and refunds • Full customer management • Configure integrations • Manage QR codes • Create and manage funds • Handle payment links • Manage donations and events • Control referrals and rewards • Manage API keys • Handle KYC and compliance • Control account modes • Manage business settings • Full team management • Configure Radar settings • Manage virtual accounts • Control swap operations | • No restrictions |
| Finance | • Full dashboard access • View balances • View and edit transactions • View and edit transfers • View subaccounts • Manage capital • Handle chargebacks and refunds • View and edit customer data • Create and manage funds • Manage payment links • Handle donations and events • Manage referrals and rewards • Handle KYC • View account mode • Handle compliance • View business settings • View virtual accounts • Manage swap operations | • Cannot edit balances • Cannot approve transfers • Cannot edit subaccounts • Cannot manage integrations • Cannot handle QR codes • Cannot manage API keys • Cannot edit account mode • Cannot edit business settings • Cannot manage teams • Cannot access Radar • Cannot edit virtual accounts |
| Developer | • Limited dashboard access • View transactions • View subaccounts • Manage capital • Configure integrations • View QR codes • Manage referrals and rewards • Full API key management • Control account mode • View business settings • View virtual accounts | • Cannot view/edit balances • Cannot manage transfers • Cannot edit subaccounts • Cannot handle chargebacks/refunds • Cannot access customer data • Cannot manage funds • Cannot handle payment links • Cannot manage donations/events • Cannot handle KYC • Cannot manage compliance • Cannot edit business settings • Cannot access teams • Cannot access Radar • Cannot edit virtual accounts • No swap operations |
| Operation | • Full dashboard access • View balances • Manage transactions • View transfers • Manage subaccounts • Handle capital • Manage chargebacks and refunds • Full customer management • Configure integrations • Manage QR codes • Handle funds • Manage payment links • Handle donations and events • Manage referrals and rewards • Manage API keys • Handle KYC • Control account mode • Handle compliance • Manage business settings • View virtual accounts | • Cannot edit balances • Cannot edit/approve transfers • Cannot manage teams • Cannot access Radar • Cannot edit virtual accounts • No swap operations |
| Customer Support | • Limited dashboard access • View transactions • View transfers • Handle chargebacks and refunds • View customer data • View integrations • View QR codes • View payment links • View donations and events • Manage referrals and rewards • View account mode • View virtual accounts | • Cannot access balances • Cannot edit transfers • Cannot access subaccounts • Cannot handle capital • Cannot edit customer data • Cannot edit integrations • Cannot edit QR codes • Cannot manage funds • Cannot edit payment links • Cannot edit donations/events • Cannot manage API keys • Cannot handle KYC • Cannot edit account mode • Cannot handle compliance • Cannot access business settings • Cannot manage teams • Cannot access Radar • Cannot edit virtual accounts • No swap operations |
| Cashier | • Basic dashboard access • View transactions • View QR codes | • Cannot access balances • Cannot edit transactions • Cannot access transfers • Cannot access subaccounts • Cannot handle capital • Cannot handle chargebacks/refunds • Cannot access customer data • Cannot manage integrations • Cannot edit QR codes • Cannot handle funds • Cannot manage payment links • Cannot handle donations/events • Cannot manage referrals/rewards • Cannot access API keys • Cannot handle KYC • Cannot access account mode • Cannot handle compliance • Cannot access business settings • Cannot manage teams • Cannot access Radar • Cannot access virtual accounts • No swap operations |