Permissions Available to Roles
Following are key permissions available to each role on various pages of the portal.
Dashboard
| Feature | ADMIN | KYX ADMIN |
SUB ADMIN |
RISK ADMIN |
RISK MANAGER |
RISK ANALYST |
RISK ANALYST LIMITED |
INITIATOR* | ACCOUNTANT |
|---|---|---|---|---|---|---|---|---|---|
| View the Dashboard | a | a | a | a | a | a | a | a | a |
Transactions
| Feature | ADMIN | KYX ADMIN |
SUB ADMIN |
RISK ADMIN |
RISK MANAGER |
RISK ANALYST |
RISK ANALYST LIMITED |
INITIATOR* | ACCOUNTANT |
|---|---|---|---|---|---|---|---|---|---|
| View transactions | a | a | a | a | a | a | a | a | |
| View transaction details | a | a | a | a | a | a | a | ||
| Delete transaction | a | a | |||||||
| Create transaction | a | a | a | a | a | a | a |
Reports
| Feature | ADMIN | KYX ADMIN |
SUB ADMIN |
RISK ADMIN |
RISK MANAGER |
RISK ANALYST |
RISK ANALYST LIMITED |
INITIATOR* | ACCOUNTANT |
|---|---|---|---|---|---|---|---|---|---|
|
View reports |
a |
a |
|
a |
a |
a |
a |
a |
a |
| Create report | a | a | a | a | a | a | a | ||
| Download CSV report | a | a | a | a | a | ||||
| Delete CSV report | a | a | a | a | a | a |
Settings
| Feature | ADMIN | KYX ADMIN |
SUB ADMIN |
RISK ADMIN |
RISK MANAGER |
RISK ANALYST |
RISK ANALYST LIMITED |
INITIATOR* | ACCOUNTANT | |
|---|---|---|---|---|---|---|---|---|---|---|
| View application settings | a | a | a | a | a | a | a | a | a | |
| Edit application settings | a | a | a | a | a | a | ||||
| View customize client | a | a | a | a | a | a | ||||
|
Edit customize client |
a | a | a | a | a |
|
|
a |
|
|
|
View API token and secret |
a | a | a | a | a |
|
|
|
||
|
Generate API token and secret |
a | a | a | a | a |
|
|
|
||
|
View data settings |
a | a | a | a | a | a | a | a | a | |
|
Edit data settings |
a | a | a | a | a |
|
|
|
||
|
View multi documents |
a | a | a | a | a | a | a | a | a | |
|
Edit multi documents |
a | a | a | a | a |
|
|
|
||
|
View accepted IDs |
a | a | a | a | a | a | a | a | a | |
|
Edit accepted IDs |
a | a | a | a | a |
|
|
|
||
|
View Supported IDs |
a | a | a | a | a | a | a | a | a | |
|
Download supported IDs |
a | a | a | a | a |
|
|
|
* The Initiator role is visible only to certain Jumio customers.