Authorized users
Partners can provide business customers with the ability to create and manage authorized users through the Authorized Users API. Business owners can grant various levels of access, from full account control to view-only or limited permissions, and manage authorized users at their discretion.
As a partner, you can offer your business customers the ability to create and manage authorized users. This functionality is currently available only for business customers and provides flexible options for granting different levels of access to their accounts.
Creating Authorized Users
The main account owner can create authorized users and assign them various permissions. These authorized users can be granted access to one or more financial accounts, as well as banking cards, depending on their role and needs.
Access Levels
Business owners can tailor access for authorized users based on their responsibilities. For example:
- Full Access: Authorized users may be given full access to all financial accounts and cards, allowing them to manage the account as the owner would.
- Limited Access: Owners can restrict access to specific financial accounts (e.g., only one or two accounts) or cards. For instance, an accountant could be given view-only access to account information without the ability to make edits or transfers.
- Custom Permissions: It’s possible to grant specific actions, such as the ability to view financial information but not edit it, or to make transfers but not have full control over the account.
Managing Authorized Users
The main owner retains full control over the authorized users and can add or remove them at any time. This ensures that business customers can maintain secure and flexible access to their financial operations.
Updated 14 days ago