User roles

User roles control access to features in Vitesse online and the Merchant Administration System (MAS). Each role determines what a user can view and do on the platform.

Roles enforce separation of duties and help protect access to your data. For example, one user can create a payment while another approves it.

Managing user roles

Administrators can assign and update user roles through both Vitesse online and MAS. However, Vitesse online supports both Vitesse online and MAS roles, whereas MAS only supports MAS roles.

Role management differs between Vitesse online and MAS:

Vitesse online	MAS
Assign Vitesse online and MAS roles.	Assign MAS roles only.
Assign or update roles when inviting a user.	Assign roles only after the user has registered.
Use role groups to assign related roles. You can customise the selection per user by removing individual roles.	Role groups are not available.
Changes to MAS roles are reflected in both applications.	Vitesse online roles are not visible.

💡
After assigning roles, grant the user access to the appropriate accounts. For more information, see Account access.

Vitesse online roles

The following roles are only available in Vitesse online.

Role Name	Group	Description
Account Access Management Read		View local and partner account access to the organisation and its entities.
Account Access Management Write	Access Management	Manage local and partner account access to the organisation and its entities.
Account Application Funding-Payment Apply		Submit Funding and Payment account applications (non-FCP). 📘 Currently, you can only manage FCP through MAS.
Account Application Standard Apply		Submit Standard account applications.
Accounts Entries Annotate		Create and manage account entry annotations.
Accounts Entries Read		View account entry details.
Accounts Read		View account details based on assigned security group permissions.
Approvals Manager		Manage approval workflows and workflow tasks.
Approvals Workflow Action		Approve, reject, or assign approval workflow tasks.
Approvals Workflow Read		View approval workflow tasks.
Broker Funding Read		View funding account details based on assigned security group permissions, and view previously submitted funding instructions.
Broker Funding Write		Submit bulk funding instructions.
Customer Portal Agent Accounts Chat		Access the AI assistant within the Accounts application.
Funding Maps Approve	Funding Maps Management	Approve funding map changes.
Funding Maps Edit	Funding Maps Management	Create and manage funding maps associated with payment accounts.
Funding Maps View	Funding Maps Management	View funding maps associated with payment accounts.
Network Read		View Vitesse Network information.
Payment Requests Approver		Approve or reject payment requests.
Payment Requests Manager		Create and manage payment requests.
Payment Requests Viewer		View payment request details.
Programmes Manager		Create and manage programmes.
Programmes Viewer		View programme details.
Stored Recipients Manager		Create and manage stored recipients.
Stored Recipients Viewer		View stored recipient details.
Treasury Insights Account-Health Notifications		Receive Account Health notifications. Requires an Account Health subscription.
Treasury Insights Account-Health Read		View Account Health insights. Requires an Account Health subscription.
Treasury Insights Read		View Treasury Insights dashboards.
User Management Write	Access Management	Manage users, including inviting users, assigning roles, updating account access, and revoking or reinstating user access.
Vendor Management Approver		Approve updates to vendors.
Vendor Management Manager		Create and manage vendors.
Vendor Management Viewer		View vendor details.
Webhooks Manager		Create, update, enable and disable webhook subscriptions, and view subscription events.
Webhooks Viewer		View webhook subscriptions and subscription events.

MAS roles

The following roles are available in Vitesse online and MAS. The baseline User role is automatically assigned by the platform.

User Role	Description
Admin	Full administrative access to accounts, configuration, and system settings.
Batch Approver	Approve, reject, or cancel uploaded batch payments. Use in conjunction with Upload Batches where batch approvals are required.
Create Account Movements	Create, view, edit, and submit account movements for approval.
Create Payment Limit Requests	Request and revoke payment limit increases, and access the Payment Limits page. Use in conjunction with Payment Limit Request Approver where approvals are required.
Create Single Payments	Create, edit, submit for approval, and cancel single payments. Not used for card payments. Use in conjunction with Single Payment Approver where approvals are required.
Create Urgent Payments	Create, edit, submit for approval, and cancel urgent (card) payments.
Create Void Requests	Submit requests to void cheque payments. Use in conjunction with Void Request Approver where approvals are required.
Manage Account Movements	Create, edit, approve, or cancel account movements.
Manage Balance Alerts	Create, and manage balance alerts.
Manage Branding Configuration	Configure account and payment branding.
Manage Deferred Transaction Groups	Create and manage deferred transaction groups.
Manage Identity Clients	Create and manage API identity clients.
Manage Notifications	Create and manage notifications.
Manage Payment Requests	Create, edit, and manage payment requests. Use in conjunction with Payment Request Approver where approvals are required.
Manage Report Destinations	Configure email and SFTP destinations for reports.
Manage Report Schedules	Create and manage report schedules.
Manage Report Subscriptions	Manage report subscriptions and execution.
Manage Report Templates	Create, edit, and run report templates.
Manage Stored Recipients	Create, edit, and manage stored recipients.
Manage Tokens	Create and manage identity tokens.
Manage User Policy	Create and manage user policies.
Payment Limit Request Approver	Approve or reject payment limit requests. Use in conjunction with Create Payment Limit Requests where approvals are required.
Payment Request Approver	Approve or reject payment requests. Use in conjunction with Manage Payment Requests where approvals are required.
Receive New User Notifications	Receive notifications when new users are created.
Single Payment Approver	Approve or reject single payments. Use in conjunction with Create Single Payments where approvals are required.
Upload Batches	Upload, cancel, and submit batch payments for approval. Use in conjunction with Batch Approver where batch approvals are required.
User	Baseline role that is not accessible to administrators in Vitesse online. Required to access MAS. ❗ Do not remove this role in MAS. To revoke user access, disable or delete the user instead.
View Balance Alerts	View balance alerts.
View Notifications	View notifications.
View Payment Requests	View payment request activity.
View Recipient Account Details	View recipient account information.
View Reports	Read-only access to reporting.
View and Approve FCP Account Applications	View and approve FCP account applications.
View and Create FCP Account Applications	View and create FCP account applications.
Void Request Approver	Approve or reject void requests. Use in conjunction with Create Void Requests where approvals are required.

Managing user roles

Vitesse online roles

MAS roles

Related information