Access Control and Permissions

This guide explains how to manage user access to the WEpayments Dashboard, including user roles (Moderator, View, Write), creating users, assigning permissions, and understanding role descriptions. The Access Control menu is only visible to users with Moderator permissions.

Requirement	Details
Who can see the menu	Users with Moderator permission
Who should have Moderator	Legal representatives or persons authorized by legal power of attorney
Why	For security reasons, this permission should be restricted

User roles and permissions

WEpayments uses three main roles to control access:

Role	What it allows
Moderator	Full access – can create new users, edit access, manage permissions
Write	Edit permission – can create payments and charges, edit some information
View	Read-only permission – can only view information (cannot create or edit)

💡 The permissions available depend on the type of product you have purchased.

Important note about Moderator role

Rule	Explanation
Cannot change own roles	A user with Moderator role cannot change their own permissions
Requires another Moderator	To change a Moderator’s roles, another Moderator user must do it

How to create a new user

Step-by-step

Step	Action
1. Access	Settings > Access Control (Moderator user only)
2. Click “Create User”	A new screen opens
3. Edit user data	Enter name, email, language, and affiliation (company)
4. Associate company	If you have multiple companies registered, select the appropriate one
5. Save	Save the user data first
6. Select user again	Locate the user from the list
7. Assign roles	Use the selection box to add or change the user’s roles
8. Save again	Confirm role assignments

💡 If you have more than one company registered on our Dashboard, you can view them in the company selection field.

Understanding roles and permissions

To better understand what permissions each role includes:

Where to find	What it shows
Roles option	Descriptions of each role and its permissions
General Settings	View roles assigned to your account and list of permissions you have access to

Permission types

Permission	What it means
View	Can see information but cannot change anything
Write	Can edit, create charges, create payments
Moderator	Can create users and manage access (in addition to Write permissions)

User creation limits

Question	Answer
How many users can I create?	There is no limit to the number of users you can create
Recommendation	Create only users who need Dashboard access to create or view payments
Responsibility	WEpayments is not responsible for accesses created by company moderators
Deletion	You can delete an access whenever necessary

Managing existing users

Action	How to do it
Edit user data	Click on the user from the list, edit name/email/language, save
Change roles	Select the user, use the selection box to add/remove roles, save
Delete user	Contact support or use delete option (Moderator only)

​Access Control menu visibility

​User roles and permissions

​Important note about Moderator role

​How to create a new user

​Step-by-step

​Understanding roles and permissions

​Permission types

​User creation limits

​Managing existing users

Access Control menu visibility