User levels

Written By Christopher Ostrowski (Administrator)

Updated at January 30th, 2024

The following describe the various user levels available on the FinClusive platform.

  • Admin - Can make changes to users, including adding and deactivating.  No restrictions
  • CaaS Only - for those customers with both Gateway and CaaS, they can only see the CaaS module.
  • Full Access - Can see both CaaS and Gateway, but cannot manage any admin functions.
  • Move Funds - provides Gateway and CaaS access and can initiate payments, add party/counterparties.
  • View Only - Can see both CaaS and Gateway but cannot add/edit any parties, payments, etc