With flexible and customizable user permissions, it's easy to give certain members of your team access to certain data and features in your Mamo Dashboard.
You can edit the permissions of each teammate at any time by going to Settings > Team, or add permissions immediately upon inviting a new user.
Permissions
For each user you can choose different permissions depending on their needs in the Mamo Dashboard. Below are the available permissions you can configure for each team member:
Section | Permission | Access |
Finances | View accounts, their balances and their ledgers. | View only |
| Transfer funds between your Mamo accounts, including topping up your card balance. | Manage |
| Initiate new settlements to your bank account. | Manage |
| Initiate payouts to external bank accounts. | Manage |
| Access and modify your Finances preferences. | Manage |
| View and track settlements. | View only |
| View and track payouts. | View only |
Payments | View all created payment links. | View only |
| Create, edit, and delete payment links. | Manage |
| View all payments received. | View only |
| Refund payments. | Manage |
| Respond to, accept, or challenge payment disputes. | Manage |
| Create, edit, cancel subscriptions, and manage subscribers. | Manage |
| Create, send, and manage invoices. | Manage |
| Customize the branding (logo and colors) for your links and invoices. | Manage |
Cards & expenses | View all company cards and expenses for all users. | View only |
| Issue new cards, cancel cards, and manage spend controls for all company cards. | Manage |
| Manage (review, approve, deny) all company expenses. | Manage |
| Configure expense categories for the company. | Manage |
Accounting | Configure revenue accounting rules and integrations. | Manage |
| Configure expense accounting rules and integrations. | Manage |
| View and select accounting fields when submitting an expense. | View only |
Developer | View and manage API keys, webhooks, and other developer settings. | Manage |
Insights | View the insights and analytics dashboard. | View only |
Settings | Manage all business settings (pricing plan, bank account, business details and documents). | Manage |
Roles
A user role comprises a set of defined permissions.
We have created some pre-defined role templates of commonly grouped permissions, to enable the easy assignment of permissions for common types of Mamo Dashboard users:
Role | Description | Permissions |
Admin | Full access to all of the Mamo dashboard features and capabilities. |
|
Finance | View settlement-related information |
|
Operations | Create payment links, invoices and subscription links |
|
Expense manager | Issue cards to employees and manage approval workflows |
|
Viewer | View payment transaction information |
|