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Roles and Permission
This page provides a detailed breakdown of all roles and their associated permissions within the Polaris platform. Roles are categorized by entities — Client, Division, Merchant, and Channel — to ensure clear and structured access control. The roles available are Admin, Onboarding Manager, Manager, and Developer, and each role must be assigned to a specific entity and user. For example, an Onboarding Manager could be assigned to Division XY. The rights associated with this role can be seen in the following permission matrix:
Explanation for Access Permissions Overview (CRUD)
- C (Create): Grants permission to create new data or records.
- R (Read): Allows viewing or retrieving data.
- U (Update): Enables modification or updating of existing data.
- D (Delete): Permits the removal or deletion of data.
Basic and Detail Permissions Explanation
- Detail information: Includes access to all sections and their respective child entities. Allows for full configuration and management.
- Basic information: A more restricted permission, allowing the user to view general information. Additionally, the user can only see child entities that lead to entities where the user is assigned. Example: If you are an admin for Merchant A, you will only see Merchant A in the list of child entities in the corresponding Division.
| User Role | Client User | Division User | Merchant User | Channel User | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Admin | Onboarding Manager | Manager | Developer | Admin | Onboarding Manager | Manager | Developer | Admin | Onboarding Manager | Manager | Developer | Admin | Onboarding Manager | Manager | Developer | |
| Client | ||||||||||||||||
| Basic information | RUD | RUD | R | R | R | R | R | R | R | R | R | R | R | R | R | R |
| Detail information | RUD | RUD | ||||||||||||||
| User Management | CRUD | CRUD | ||||||||||||||
| Division | ||||||||||||||||
| Basic information | CRUD | CRUD | R | RUD | CRU | RUD | R | R | R | R | R | R | R | R | R | R |
| Detail information | CRUD | CRUD | RUD | CRU | RUD | |||||||||||
| User Management | CRUD | CRUD | RUD | CRUD | CRUD | |||||||||||
| Merchant | ||||||||||||||||
| Basic information | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | RUD | CRU | RUD | R | R | R | R | R | R |
| Detail information | CRUD | CRUD | CRUD | CRUD | CRUD | RUD | CRU | RUD | ||||||||
| User Management | CRUD | CRUD | CRUD | CRUD | CRUD | RUD | CRUD | CRUD | ||||||||
| Channel | ||||||||||||||||
| Basic information | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | CRUD | CRUD | RUD | R | CRUD |
| Detail information | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | RUD | CRUD | ||||
| User Management | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | ||||
| API-Keys Management | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | CRUD | ||||
| Connector | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | CRUD | CRUD | CRUD | R | CRUD |
| User Role | Admin | Onboarding Manager | Manager | Developer |
|---|---|---|---|---|
| Transaction Overview | R | R | R | |
| Dashboard | R | R | R | R |