Payload dashboard Administrators can create custom access permissions for other users.
To add a new user, see 'How do I add new users to the dashboard?'. Or, you can adjust a current user's settings by selecting the Settings icon next to the user in the Users & Access section of dashboard Settings.
Here are the options for the Custom permission role - enable any feature by toggling the switch:
| Basic Access | |
| Data reports & exports | Yes |
| Manage own user profile | Yes |
| Manage own alerts | Yes |
| View payload billing | No |
| Features & add ons access | No |
| Edit account profile | No |
| Transactions | |
| Initiate payments | Choice |
| Initiate payouts | Choice |
| Edit description | Choice |
| Add/edit custom attributes | Choice |
| Refund transactions | Choice |
| Void transactions | Choice |
| Send payout connections | Choice |
| Customers | |
| Create customers | Choice |
| Edit customer details | Choice |
| Add/edit custome attributes | Choice |
| Delete customers | Choice |
| Add new payment methods | Choice |
| Change autopay settings | Choice |
| Delete payment methods | Choice |
| Billing Schedules | |
| Create new billing schedules | Choice |
| Edit existing billing schedules | Choice |
| Delete billing schedules | Choice |
| Invoices | |
| Create new invoices | Choice |
| Edit existing invoices | Choice |
| Delete invoices | Choice |
| Processing Accounts | |
| Create new accounts | Choice |
| Edit existing accounts | Choice |
| Delete accounts | Choice |
| Settings | |
| Manage user access settings | Choice |
| Manage user alerts | Choice |
| Manage customer alerts | Choice |
| Manage api keys | Choice |