To maintain security and control over your Paystand Dashboard, we offer two distinct user roles: Admin and Clerk. Each role has specific permissions that determine what actions a user can and cannot perform.
- Admin: Full access to all dashboard settings and functionalities, including user management, bank updates, and API settings.
- Clerk: Limited access, allowing users to process payments and refunds but restricting them from modifying critical settings.
The table below provides a clear breakdown of the permissions associated with each role, helping you determine the appropriate access level for your team members.
By default, all new users are assigned the Clerk role. If an existing user requires Admin access, please submit a request to Paystand Support for security verification.
User Roles & Permissions
| Feature/Permission | Admin (Full Access) | Clerk (Limited Access) |
| Update Customer Records | ✅ Yes | ❌ No |
| Add / Update Merchant Banks | ✅ Yes | ❌ No |
| Change Logos | ✅ Yes | ❌ No |
| Add / Remove Users | ✅ Yes | ❌ No |
| Update Convenience Fees | ✅ Yes | ❌ No |
| View API Keys | ✅ Yes | ❌ No |
| Change Other User Roles | ✅ Yes | ❌ No |
| Generate Withdrawals | ✅ Yes | ❌ No |
| Update Webhook Settings (Add/Update/Delete webhooks, Enable/Disable webhooks) | ✅ Yes | ❌ No |
| Process Refunds | ✅ Yes | ✅ Yes |
| Process & Review Payments | ✅ Yes | ✅ Yes |
| Send Reminders, Payment Requests, & Statements | ✅ Yes | ✅ Yes |
| Review Summaries & Reports | ✅ Yes | ✅ Yes |
| Add a Payer | ✅ Yes | ✅ Yes |
Important Notes:
- By default, all new users are created as Clerks in the Paystand Dashboard.
- If a user requires Admin permissions, a request must be submitted to Paystand Support for security reasons.