Access profiles and roles
What you can see and do in Control Center is determined by the access profile that is configured for your user. An access profile is a collection of roles, which are based on the type of work tasks you perform. For example:
- If your work includes updating account and card statuses only, you may need the Collections analyst role.
- If your work includes managing customer accounts and disputes, you may need the Backoffice operator role.
- If you manage client financial data more generally, you may need the Setup operator role.
If you don't see a menu item or feature
If your access profile doesn't include the correct roles, you won’t see certain menu items, screens or other elements mentioned in this documentation. In this case, contact your Control Center administrator or any Control Center user who has the User manager role.
The following table describes the available roles within an access profile.
| Role | Write access (view/modify/add) | Read access (view only) |
|---|---|---|
| Accounts operator | Edit cards and accounts information, including all information on Accounts management. | |
| Accounts viewer | View cards and accounts information. | |
| Admin | Edit access to all screens and functions except accounts and disputes management. Edit the access keys for an organization. | |
| Auditor | View user profiles and user activity logs. | |
| Backoffice operator | Edit all information related to accounts and disputes management. | |
| Backoffice viewer | View disputes, cards and accounts information. | |
| Collections analyst | Edit account and card statuses | View all account information. |
| Setup advanced | Edit flex controls. | |
| Setup advanced viewer | View flex controls. | |
| Setup operator | Edit program information and selected financial information (including processing codes, transaction types, transaction categories, fee models, and interest plans). | View flex controls. |
| Setup viewer | View program information and selected financial information (including processing codes and transaction types, transaction categories, fee models, and interest plans). View flex controls. | |
| User manager | Add users and edit user profiles. | View user activity logs. |
Updated 3 days ago