Access Control and Permissions - Help Center

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

Requirement	Details
Who can see the menu	Users with Administrator permission
Who should have Administrator	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 four main roles to control access:

Role	What it allows
Administrator	Full control over the entire account — manages users, API keys, and the complete operation. Legal representative of the company. Full access to contracted features (Payin and/or Payout): creates charges, payments, and settlements, manages users and API keys. Does not edit merchants or existing charges.
Compliance	KYC, AML, and regulatory compliance. Responsible for regulatory compliance and AML/anti-fraud analysis. Read access to KYC, transaction observation for risk analysis, and compliance data consultation within their scope.
Financial	Monitors statements, costs, and reconciliation. Responsible for financial monitoring, reconciliation, and reporting. 100% read access to statements, costs, and reconciliation data. Ideal for controllership, accounting, and internal auditors.
Operational	Creates and monitors day-to-day transactions. Responsible for daily financial operations: creating charges and deposits. Queries transaction status and history. Does not edit existing transactions or access configuration data.

💡 The permissions available depend on the type of product you have purchased (Payin and/or Payout).

Important notes about roles

Rule	Explanation
Cannot change own roles	A user with Administrator role cannot change their own permissions
Requires another Administrator	To change an Administrator’s roles, another Administrator user must do it
Role-specific access	Each role has access only to the features and data necessary for their function

How to create a new user

Step-by-step

Step	Action
1. Access	Settings > Access Control (Administrator 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
Read	Can see information but cannot change anything
Write	Can edit, create charges, create payments
Administrator	Can create users and manage access (in addition to Write permissions)

Role summary table

Role	Access level	Key capabilities
Administrator	Full control	Manages users, API keys, creates charges/payments/settlements
Compliance	Read + risk analysis	KYC, AML, transaction monitoring, compliance data
Financial	Read only	Statements, costs, reconciliation, reporting
Operational	Write (transactions)	Creates charges and deposits, queries status and history

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 perform their specific role
Responsibility	WEpayments is not responsible for accesses created by company administrators
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 (Administrator only)