Permissions guide for the business portal

Permissions determine what users can see and do—but how you apply them can greatly affect your team’s workflows and data visibility.

Permission

Description

Availability

Type

Current Accounts

View account transactions

See transactions of all accounts the user has access to.

Business portal & API

View

Create current accounts

Create new current accounts.

Business portal & API

Contribute

Edit current account

Update current accounts name.

Business portal & API

Contribute

Export statements

Export account statements.

Business portal & API

Contribute

Archive current accounts

Archive existing current accounts.

Business portal & API

Contribute

Connect external accounts

Connect accounts from external banks.

Business portal & API

Contribute

Accounts Receivable

View payment requests

View all payment requests, regardless of destination account. Any user with this permission can view the full list.

Business portal & API

View

View direct debit mandates

View the list of direct debit mandates.

Only API

View

View payment request settings

View the payment request settings section.

Business portal & API

View

Create payment requests

Create new payment requests.

Business portal & API

Contribute

Edit payment requests

Make changes to payment requests, as long as there are no payment attempts yet.

Business portal & API

Contribute

Delete payment requests

Delete or archive payment requests.

Business portal & API

Contribute

Create direct debit mandates

Create new direct debit mandates.

Only API

Contribute

Edit payment request settings

Make changes to the payment request default settings.

Business portal & API

Contribute

Accounts Payable

View individual payouts

View list and details of individual payouts for the accounts the user has access to.

Business portal & API

View

View pay runs

View list and details of pay runs.

Business portal & API

View

View beneficiaries

View list of beneficiaries.

Business portal & API

View

Create individual payouts

Create individual payouts.

Business portal & API

Contribute

Create batch payouts

Create payouts in bulk by uploading CSV file

Business portal & API

Contribute

Create pay runs

Create new pay runs.

Business portal & API

Contribute

Create beneficiaries

Add new beneficiaries. Requires authorisation if the merchant settings indicate so.

Business portal & API

Contribute

Edit individual payouts

Make changes to previously created payouts.

Business portal & API

Contribute

Edit pay runs

Make changes to previously created pay runs.

Business portal & API

Contribute

Edit beneficiaries

Modify beneficiaries details. Requires authorisation if the merchant settings indicate so.

Business portal & API

Contribute

Delete individual payouts

Delete or archive payouts.

Business portal & API

Contribute

Delete beneficiaries

Delete or archive beneficiaries.

Business portal & API

Contribute

Approve payouts

Approve payout details so they can proceed to the authorisation stage.

Business portal & API

Approve

Approve pay runs

Approve pay run details so they can proceed to the authorisation stage.

Business portal & API

Approve

Authorise payouts

Authorise the transfer of funds for single or batch payouts.

Business portal & API

Authorise

Authorise beneficiaries

Authorise the creation or update of beneficiaries details.

Business portal & API

Authorise

Rules

View rules

View list of all rules available.

Business portal & API

View

Create rules

Create new rules. Requires authorisation.

Business portal & API

Contribute

Edit rules

Edit existing rules details. Requires authorisation.

Business portal & API

Contribute

Delete rules

Delete rules. Requires authorisation.

Business portal & API

Contribute

Authorise rules

Authorise the activation of rules.

Business portal & API

Authorise

Reporting

View reports

View all merchant reports.

Only API

View

Create reports

Create new merchant reports.

Only API

Contribute

System administration

View user list

View all active users and pending user invites.

Business portal & API

View

View user roles section

View all roles information.

Business portal & API

View

View integrations

View the integrations section on the business portal.

Business portal & API

View

Create new user roles

Create a new custom user role.

Business portal & API

Contribute

Edit user roles

Edit existing roles details and manage user roles assignments. It also allows to invite new users.

Business portal & API

Contribute

Connect Xero

Establish a new connection with Xero.

Business portal & API

Contribute

Refresh Xero

Refresh the Xero connection for a single or all accounts.

Business portal & API

Contribute

Disconnect Xero

Disconnect Xero from a single account or all accounts.

Business portal & API

Contribute

Update merchant settings

Modify merchant information and details.

Business portal & API

Contribute

Developer access

View tokens

View list of existing tokens.

Developer portal & API

View

View webhooks

View list of existing webhooks.

Developer portal & API

View

Create tokens

Create new tokens. Requires authorisation.

Developer portal & API

Contribute

Archive tokens

Archive existing tokens.

Developer portal & API

Contribute

Create webhooks

Create new webhooks.

Developer portal & API

Contribute

Delete webhooks

Delete existing webhooks.

Developer portal & API

Contribute

Authorise tokens

Authorise the activation of tokens

Developer portal & API

Authorise

NoFrixion Ltd
8 Harcourt Street

Dublin 2

D02 AF58

Ireland

NoFrixion Ltd is authorised as an Electronic Money Institution (EMI) by the Central Bank of Ireland under firm reference number CBI00458163. Although the Central Bank of Ireland’s Deposit Guarantee Scheme does not apply to Electronic Money Institutions, NoFrixion ensures the full protection of customer funds, in line with regulatory requirements. NoFrixion is compliant with the Payment Card Industry - Data Security Standard (PCI-DSS), maintaining the highest standards for payment security.

NoFrixion Ltd
8 Harcourt Street

Dublin 2

D02 AF58

Ireland

NoFrixion Ltd
8 Harcourt Street

Dublin 2

D02 AF58

Ireland

Permissions guide for the business portal

Category

Permission

Description

Availability

Type

Current Accounts

View account transactions

See transactions of all accounts the user has access to.

Business portal & API

View

Create current accounts

Create new current accounts.

Business portal & API

Contribute

Edit current account

Update current accounts name.

Business portal & API

Contribute

Export statements

Export account statements.

Business portal & API

Contribute

Archive current accounts

Archive existing current accounts.

Business portal & API

Contribute

Connect external accounts

Connect accounts from external banks.

Business portal & API

Contribute

Accounts Receivable

View payment requests

View all payment requests, regardless of destination account. Any user with this permission can view the full list.

Business portal & API

View

View direct debit mandates

View the list of direct debit mandates.

Only API

View

View payment request settings

View the payment request settings section.

Business portal & API

View

Create payment requests

Create new payment requests.

Business portal & API

Contribute

Edit payment requests

Make changes to payment requests, as long as there are no payment attempts yet.

Business portal & API

Contribute

Delete payment requests

Delete or archive payment requests.

Business portal & API

Contribute

Create direct debit mandates

Create new direct debit mandates.

Only API

Contribute

Edit payment request settings

Make changes to the payment request default settings.

Business portal & API

Contribute

Accounts Payable

View individual payouts

View list and details of individual payouts for the accounts the user has access to.

Business portal & API

View

View pay runs

View list and details of pay runs.

Business portal & API

View

View beneficiaries

View list of beneficiaries.

Business portal & API

View

Create individual payouts

Create individual payouts.

Business portal & API