User roles defined

User role definitions can be accessed on the user management overview screen by clicking 'View roles' on the top right of the screen. The roles and their permissions are detailed below. For more information on user management functionality, refer to the User Management on the Client Portal page.

Super Admin

Super Admins are the signatories of the entity and have the highest level of access and authority on the platform. To create a new Super Admin, please reach out to Orbital customer services or your account manager.

Permissions

Category	Permissions
General	✅ View and accept the master service agreement ✅ View the entity’s pricing schedule
User Management	✅ View user management screen ✅ Add users ❌ Cannot add/assign Super Admin ✅ Assign Admin, Creator, Viewer ✅ Prompt user actions/remove users
Transaction Approval Rule	✅ Toggle approval rule on/off ✅ Grant/revoke approval entitlement ✅ Set minimum approvers ✅ If granted: View, approve/reject payments ❌ If not granted: View queue, cannot approve/reject
Accounts	✅ View, create, close Corporate, Receivable, eCommerce accounts ✅ Download reports
Payments, Conversions & Internal Transfers	✅ Create payments, conversions, internal transfers ✅ View payment and conversion activity
Exotic Foreign Exchange	✅ View, create, approve orders
eCommerce	✅ View pay-ins and pay-outs ✅ Download reports
Receivables	✅ Create payment links ✅ View payment link history
User-Specific	✅ View and accept user agreement ✅ Access and edit profile settings

Admin

Admins are not signatories and have the second highest level of access. Admins can be added from the user management function on the platform by Super Admins only.

Permissions

Category	Permissions
General	❌ View/accept master service agreement ✅ View entity’s pricing schedule
User Management	✅ View user management screen ✅ Add users ❌ Cannot add/assign Super Admin ❌ Cannot assign Admin ✅ Assign Creator, Viewer ✅ Prompt user actions/remove users
Payment Approval Rule	❌ Toggle approval rule on/off ✅ Grant/revoke approval entitlement ✅ Set minimum approvers ✅ If granted: View, approve/reject payments ❌ If not granted: View queue, cannot approve/reject
Accounts	✅ View, create, close Corporate, Receivable, eCommerce accounts ✅ Download reports
Payments, Conversions & Internal Transfers	✅ Create payments, conversions, internal transfers ✅ View payment and conversion activity
Exotic Foreign Exchange	✅ View, create, approve orders
eCommerce	✅ View pay-ins and pay-outs ✅ Download reports
Receivables	✅ Create payment links ✅ View payment link history
User-Specific	✅ View and accept user agreement ✅ Access and edit profile settings

Creator

Creators are not signatories and have the third highest level of access. Creators can be added from the user management function on the platform by Super Admins and Admins only.

Permissions

Category	Permissions
General	❌ View/accept master service agreement ✅ View entity’s pricing schedule
User Management	✅ View user management screen ❌ Cannot add users ❌ Cannot add/assign Super Admin, Admin, Creator, Viewer ❌ Cannot prompt user actions/remove users
Payment Approval Rule	❌ Toggle approval rule on/off ❌ Grant/revoke approval entitlement ❌ Set minimum approvers ✅ If granted: View, approve/reject payments ❌ If not granted: View queue, cannot approve/reject
Accounts	✅ View Corporate, Receivable, eCommerce accounts ❌ Cannot create/close accounts ✅ Download reports
Payments, Conversions & Internal Transfers	✅ Create payments, conversions, internal transfers ✅ View payment and conversion activity
Exotic Foreign Exchange	✅ View, create, approve orders
eCommerce	✅ View pay-ins and pay-outs ✅ Download reports
Receivables	✅ Create payment links ✅ View payment link history
User-Specific	✅ View and accept user agreement ✅ Access and edit profile settings

Viewer

Viewers have the lowest level of access. They can be added from the user management function on the platform by Super Admins and Admins only.

Permissions

Category	Permissions
General	❌ View/accept master service agreement ✅ View entity’s pricing schedule
User Management	✅ View user management screen ❌ Cannot add users ❌ Cannot add/assign Super Admin, Admin, Creator, Viewer ❌ Cannot prompt user actions/remove users
Payment Approval Rule	❌ Toggle approval rule on/off ❌ Grant/revoke approval entitlement ❌ Set minimum approvers ✅ If granted: View, approve/reject payments ❌ If not granted: Cannot view/act on queue
Accounts	✅ View Corporate, Receivable, eCommerce accounts ❌ Cannot create/close accounts ❌ Cannot make internal transfers ✅ Download reports
Payments, Conversions & Internal Transfers	❌ Cannot create payments, conversions, or internal transfers ✅ View payment and conversion activity
Exotic Foreign Exchange	✅ View exotic foreign exchange activity ❌ Cannot create/approve orders
eCommerce	✅ View pay-ins and pay-outs ✅ Download reports
Receivables	❌ Cannot create new payment links ✅ View payment link history
User-Specific	✅ View and accept user agreement ✅ Access and edit profile settings

eCommerce Viewer

eCommerce Viewers can only view eCommerce activity. They can be added from the user management function on the platform by Super Admins and Admins only.

Permissions

Category	Permissions
General	❌ View/accept master service agreement ❌ View entity’s pricing schedule
User Management	✅ View user management screen ❌ Cannot add users ❌ Cannot add/assign Super Admin, Admin, Creator, Viewer ❌ Cannot prompt user actions/remove users
Payment Approval Rule	❌ Toggle approval rule on/off ❌ Grant/revoke approval entitlement ❌ Set minimum approvers ❌ Cannot view/act on queue
Accounts	❌ Cannot view/create/close accounts ❌ Cannot download reports
Payments, Conversions & Internal Transfers	❌ Cannot create payments, conversions, or internal transfers ❌ Cannot view payment/conversion activity
Exotic Foreign Exchange	❌ Cannot view/create/approve orders
eCommerce	✅ View pay-ins and pay-outs ✅ Download reports
Receivables	❌ Cannot create new payment links ❌ Cannot view payment link history
User-Specific	✅ View and accept user agreement ✅ Access and edit profile settings

For additional details or queries, please consult the User Access & Security section.