Access Role

There are multiple types of user access role in the Brick dashboard. When you are signup first time to the Brick dashboard, you will be assigned as admin and able to invite your team members to the same account to user dashboard collaboratively. Other main reason to use this feature in the payment system is to add security layer that every transactions need to checked by 2 people like finance team director to make sure that all transactions acknowledge by the owner, hence reducing risk of transactions manipulation. You will able to see User Access menu from settings page.

These are description of how each access role used for :

  1. Admin

    Admin will act as the main access role that able to access and do everything in the dashboard.

  2. Disbursement maker

    Disbursement maker mainly act as team member that creating a new transfer process. Later the transfer need to be approved by other roles like admin or disbursement approver. Person that usually become disbursement maker is finance team member that the job is initiating transfer from company account to employees or vendors.

  3. Disbursement approver

    Disbursement approver mainly act as team member that reviewing and approving transfer requests. Person that usually become disbursement approver is finance manager or director of the company. This role should be higher management person that will approving all payment out from your balance in Brick account to the recipients.

  4. Member

    Member role only have viewer access that mainly used as team member that doing monitoring or reconciliation of company transactions. Person that usually become member is finance team member or payment operational role.

For details of each user capabilities, you can refer to the table below.

Payment Out Feature
Create bulk transfer:white-check-mark::white-check-mark::x::x:
Create single transfer:white-check-mark::white-check-mark::x::x:
Top up:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
See transaction history:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
See transaction requests list:white-check-mark::white-check-mark::white-check-mark::x:
Approve disbursement request:white-check-mark::x::white-check-mark::x:
Export transaction history:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
Account verification:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
Accept Payment Feature
Create VA:white-check-mark::x::x::x:
Create payment link:white-check-mark::x::x::x:
See accept payment history:white-check-mark::x::x::x:
Setting & Configuration
See credentials:white-check-mark::x::x::x:
Setup callbacks URL:white-check-mark::x::x::x:
See user access list:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
Invite member:white-check-mark::x::x::x:
Data - widget customization:white-check-mark::x::x::x:
Data - customer data:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
Sub Account
See list sub accounts:white-check-mark::white-check-mark::white-check-mark::white-check-mark:
Edit sub account:white-check-mark::x::x::x:
Delete sub account:white-check-mark::x::x::x: