Access and control

You can control how users and external partners interact with the platform, and what actions they are permitted to perform, ensuring that only authorised users can view account data, instruct payments, and make configuration changes.

Access is managed through a combination of user roles and account access. Each user belongs to an organisation and is assigned one or more roles, which define the actions they can perform. Users are also granted access to specific accounts, which determines what data they can view and operate on. You can apply additional controls, such as approval workflows, to enforce governance over sensitive actions.

You can extend access to external partners, such as TPAs or brokers, through delegated access. Organisations retain full control over this access, including the ability to assign roles, restrict permissions, and update or revoke access as needed. This allows organisations to collaborate with partners while maintaining visibility and control over funds and payment activity.