Permissions Reference
Every capability in the Dashboard is gated by a permission belonging to a module. Access groups bundle these permissions; users get the union of their groups. This page is the reference for building groups in Access Management.
Permissions by Module
Home
| Permission | Unlocks |
|---|---|
| View home dashboards | The Home KPI page |
Payments
| Permission | Unlocks |
|---|---|
| View payment details | Payments Search, Payment Details, and Missing Refunds |
| Capture transaction | Capture Payment / Capture Partially buttons |
| Void transaction | Cancel Payment button |
| Refund transaction | Refund Payment / Refund Partially buttons |
| View chargebacks | The Disputes pages |
| Create chargeback event | Submitting Accept / Dispute / Arbitration responses |
| Download chargeback evidence | Downloading submitted evidence files |
Reports
| Permission | Unlocks |
|---|---|
| Manage reports | All Reports pages, including CSV downloads |
Users Management
| Permission | Unlocks |
|---|---|
| Manage user access | User search, create, block/enable, reset password; the Members tab |
| Delete user access | Deleting users |
Access Management
| Permission | Unlocks |
|---|---|
| Manage access groups | The Groups and Permissions tabs; creating and editing groups |
| Delete access groups | Deleting groups |
Activity Logs
| Permission | Unlocks |
|---|---|
| View activity logs | User Activity and User Login Activity |
How Enforcement Works
- UI and API both enforce. Menus, pages, and buttons hide without the permission — and the underlying API rejects the call independently, so hiding is convenience, not the security boundary.
- Per organization. Permissions are evaluated against the active organization; switching organizations re-evaluates them.
- Effective at sign-in. Group changes apply the next time the user signs in.
- Master users (designated by Inyo) bypass all permission checks and see everything — reserve this for a small number of administrators.
Suggested Starter Groups
| Group | Permissions |
|---|---|
| Viewer | View home dashboards, View payment details |
| Support | Viewer + Refund transaction, View chargebacks |
| Disputes | View payment details, View chargebacks, Create chargeback event, Download chargeback evidence |
| Finance | View home dashboards, Manage reports |
| Admin | Manage user access, Delete user access, Manage access groups, Delete access groups, View activity logs |