User roles and permissions
When you add a user, you can see the available permissions for each role, so you can select the best role for the user.
The following table shows default roles and permissions:
| Function | API User | Basic User | Account Admin |
|---|---|---|---|
| View billing information | ✓ | ✓ | |
| Add new payment cards | ✓ | ✓ | |
| Remove payment cards | ✓ | ✓ | |
| Edit payment cards | ✓ | ✓ | |
| Change billing plan | ✓ | ✓ | |
| View bulk files | ✓* | ✓ | |
| Upload new bulk files | ✓* | ✓ | |
| Check the status of bulk files | ✓* | ✓ | |
| Delete bulk files | ✓* | ✓ | |
| Download bulk files | ✓* | ✓ | |
| Manage bulk upload preferences/settings | ✓* | ✓ | |
| View contact info | ✓ | ||
| Update contact info | ✓ | ||
| View company history | ✓* | ✓ | |
| View real-time check details | ✓ | ✓ | |
| Download company history | ✓* | ✓ | |
| View API tokens | ✓** | ✓ | ✓ |
| Add new API tokens | ✓** | ✓ | ✓ |
| Delete API tokens | ✓** | ✓ | ✓ |
| View list of users on site | ✓ | ||
| View user details | ✓ | ✓ | |
| Deactivate users | ✓ | ||
| Reactivate users | ✓ | ||
| Add new users to company | ✓ | ||
| Update a user's information | ✓ | ||
| Change user's access rights | ✓ | ||
| Perform real-time check verifications | ✓ | ✓ | ✓ |
| View real-time check preferences | ✓ | ✓ | |
| Change real-time check preferences | ✓ | ||
| Change allow lists for IP ranges | ✓ | ||
| Manage subscriptions | ✓ | ||
| View invoice lists | ✓ | ✓ | |
| View invoice details | ✓ | ✓ |
Note:
*Not available by default. Account Admins must grant users with a Basic user role access to these functions.
**API users can only view, add, and delete their own tokens on the developer site.