Role-Based Permissions

Roles and Permissions

Manage user access and capabilities in the FlexPoint admin portal.

FlexPoint uses role-based permissions to define what internal users can access and manage in the admin portal, allowing you to assign each user a role based on their responsibilities. The available roles and their permissions are outlined below.

Available User Roles

Admin

Admin users can perform every available action in the merchant portal.

Standard User

Designed for billing teams who need full platform access outside of critical settings.

• View all pages
• Import & refresh invoices
• Modify invoices, customers, and portal users
• Collect payments on behalf of customers
• Add or delete payment methods
• Modify AutoPay rules
• Cannot impersonate client portal
• Cannot modify payment settings

View Only

Best suited for users who only need reporting and visibility into platform activity.

• View all pages
• Cannot import invoices
• Cannot modify settings
• Cannot edit invoices, customers, or users
• Cannot collect payments
• Cannot manage payment methods

Try it yourself

Follow a step-by-step walkthrough on how to create internal users and manage their permissions.

🚀 Start interactive walkthrough

Opens in a new tab so you can follow along step-by-step.

How to modify a user's role ▸

By default, all existing users are set to the Admin role. To change this:

1. Navigate to Settings > General > Users and select the user you want to modify.
   
2. Select the desired role, then save.