User roles & permissions

When creating an account with Payable you get an organisation to track and automate payments either locally or globally. The way you can segment this is by having entities, your business can track money across customers that belong to different parts of your organisation. For example this maybe by a region or by country e.g. Europe vs Spain.

We will create your organisation and set up your entities, but in the future you will create entities on the dashboard.

Different roles across your organisation will need different levels of access when using the dashboard.

Your finance managers can have access to each entity so they can manage money movements. Whereas the SuperAdmin view will have access at the organisational level and have permissions for accessing all entities.

Entity access

As not all users need to see data across every part of a business, users can have access to one or many entities. When writing data or making requests to pull information, this can be done against the relevant entity.

Adding data

For adding data to an organisation you always need to indicate the entity.
This means that you always need to pass the entity ID when making these requests. If you are in the dashboard we will ask you to select the relevant entity.

Getting data

By default you get data from all the entities you have access to in an organisation, but you can specify the entity you want to see data from. If making an API request by passing EntityIds, or through the dashboard by filtering for the relevant entity.