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Permissions demo

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Key concepts

Synctera has the following concepts:
  • Customers - Customers of the FinTech that uses Synctera.
  • Users - Employees of the FinTech that uses Synctera. Employees use the Synctera Console to keep track of / manage their customers and their details.

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Roles available in the Synctera Console

RoleDescription
ExecutiveUsers with this role have access to view customer, analytics and team data. Users with this role do not have access to view transactions or reconciliation.
AdministratorUsers with this role have access to invite users, administer user accounts, manage notifications, and change account settings. Users with this role do not have access to view customers, accounts, transactions and general user data.
OperationsUsers with this role have access to customer data including accounts and transactions to help resolve customer issues
Operations ManagerUsers with this role have access to customer data and team data
Case OperationsUsers with this role can manage cases and access data needed for case work, including customers, accounts and transactions. Users with this role do not have access to view team data.
Card Image ReviewerUsers with this role can approve or reject images for custom cards
Profile ViewerUsers with this role can view FinTech profile information
Profile EditorUsers with this role can edit FinTech profile information
Each role comes with a set of permissions. The default roles mentioned above cannot be edited / deleted. You also cannot change permissions for default roles. However you can create new roles specific to your FinTech and you can set permissions based on whatever your needs are. Each of these permissions come with View / Edit access. Depending on what permissions are set for the role that the user has, the user will be able to view / edit the respective data of the customer.

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Available permissions

PermissionDescriptionOther recommended permissions
AccountsAccount data can be viewed / edited with this permissionCustomers / Cards / Sub-ledger
AdminRoles with view / edit access to this permission can create API Keys
Card Image ReviewsRoles with view / edit access to this permission can view / review / approve the Card Images of the customerCases / Cards / Customers
CardsRoles with view / edit access to this permission can issue card / activate a card / view card details of the customerCustomers / Cases / Accounts
CasesRoles with view / edit access to this permission can act on all types of cases. For Card image review, the user has to have that specific permission along with casesCustomers / Cases / Accounts/ Cards
CustomersRoles with view / edit access to this permission can view / edit the Customer dataCases / Accounts/ Cards If the user needs to see transactions, also give Sub-ledger
Sub LedgerRoles with view / edit access to this permission can view Transaction data of the customer, perform Reconciliation, or initiate an ACH transaction for the user.
UsersRoles with view / edit access to this permission can add users to the Consoleor assign permissions to users.
ProfileRoles with view / edit access to this permission can view / edit the Fintech Profile data.
General LedgerInternal to Synctera. You shouldn’t need to use this permission.
NotificationsInternal to Synctera. We do not recommend you use this.
WaitlistsInternal to Synctera. You shouldn’t need to use this permission