The role determines what each team member can have access to on the dashboard. On Kora, there are 5 default roles:
Owner role
The owner role by default is assigned to the email used to sign up for the merchant account. This role has full control over the merchant's account. There can only be one owner role and this means that the owner role cannot be assigned to any other team member. That is, a team member cannot be invited to join the Merchant account as the owner. Anyone with the Owner role cannot be removed but can add and remove every other team member.
Admin role
This role grants the team member the permission to do everything on the dashboard except removing the owner and other admins. Any team member with this role can access all the sections of the dashboard and can also manage other team members (except the Owner). This role can be assigned to multiple team members and anyone with this role can be removed by the owner only.
Operations role
The Operations role is designed for team members to get access to the reports, information and functionalities necessary for them to carry out their reconciliation, settlement and cash flow monitoring activities. This role can be assigned to multiple team members and anyone with this role can be removed by the Owner and Admin only. Anyone with this role has access to every page of the dashboard except:
Payment Links Page: cannot view or export or manage
Audit Logs Page: cannot view or export or manage
Compliance section on the Settings page: cannot view or edit
Settlements section on the Settings page: cannot view or manage
API section on the Settings page: cannot view or edit or manage
Support Role
The Support role is designed for team members to perform functions around issue resolution, any function necessary to provide support to the customers and get insight into transactions performed on the dashboard. This role can be assigned to multiple team members and anyone with this role can be removed by the Owner and Admin only. Anyone with this role has access to every page of the dashboard except:
Balance and Balance History: cannot view or export or manage
Payment Links Page: cannot view or export or manage
Audit Logs Page: cannot view or export or manage
Compliance section on the Settings page: cannot view or edit
Settlements section on the Settings page: cannot view or manage
API section on the Settings page: cannot view or edit or manage
Developer Role
The Developer role is designed for team members to get access to API Keys and any other functionalities necessary to provide technical support and insight to see transactions. This role can be assigned to multiple team members and anyone with this role can be removed by the Owner and Admin only. Anyone with this role has access to every page of the dashboard except:
Balance and Balance History: cannot view or export or manage
Settlements Page: cannot view or export or manage
Payment Links Page: cannot view or export or manage
Audit Logs Page: cannot view or export or manage
Compliance section on the Settings page: cannot view or edit
Settlements section on the Settings page: cannot view or manage
Customization
Currently, you can create customized roles and assign permissions based on team member's functionality. Here are the steps:
Go to Settings on the dashboard
Click on Team
Select Roles
Add New Roles
Input the role title and select the necessary permissions for the customized role
Click on Save to complete the process