Roles define a user’s level of responsibility. Permissions control the data and Portal features that user can access.

How to Manage User Roles and Persmissions

This guide defines how to manage roles and permissions of a TabaPay Portal user created by a Portal admin.

Before You Begin

Ensure you are an admin or manager to edit permissions of a user.

Learn how to Create and Edit Users from the portal guide.

Roles

How Access Works

Each user has an assigned role: Admin, Manager, or User. The role determines which permissions are granted automatically, which permissions must be assigned, and which permissions are unavailable.

• Enabled by default: Granted automatically when the role is assigned.
• By assignment: Not granted automatically. An Admin or authorized Manager must explicitly assign the permission.
• Not available: Cannot be assigned to that role.

When a user’s role changes, the Portal recalculates their permissions based on the new role.

Assign Permissions

1. Log in to the TabaPay Portal
2. On the left panel under My Organization, select Users.
3. To find the user with permissions you want to view, use the search or filter features as shown in Manage Users.
4. On the right side of the user row, select Actions
5. Select Edit User.
6. Scroll down to view the Permissions section.
7. Check or unchek any boxes under Permissions.
8. Review the changes.
9. Select Save Changes.

Permission Reference

The Portal shows only permissions applicable to the selected organization and user. Some permissions are available only when your organization is configured for the related feature. Admins and authorized Managers can assign permissions to eligible users.

The permission available to a user depends on the user’s role, assigned permissions, organization type, and feature configuration. Having a permission listed in this table does not by itself enable a feature for your organization.

Permission Assignment Rules

• Admins can assign feature and data permissions to other Managers and Users.
• Managers can assign permissions to Users only.
• Managers do not automatically receive access to every new feature. An Admin or authorized Manager must assign additional access to them.

Least-Privilege Guidance

Assign only the data and features a user needs to perform their job. Review permissions regularly, especially after a user changes teams or responsibilities.

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