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You're in control. Empower your team to collect payments. Put checks and balances in place where you want them. No cost for 'Paynode Only' users.
Payments User Permissions
Charter Sales
By default, users that have access to Avinode Marketplace Sales are set up with these permissions:
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Request Payments |
Send Payments |
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*Users in Paynode for Charter Sales - View Only: recommended.
Owners and Directors
Account Administrators, typically Owner, CFO, and Controller, should have access to the following recommended permissions to manage your Currency accounts and balances.
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Permission |
Recommended Access |
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Instant Payment Pay |
Full access to pay or approve Instant payments. View Only access to view account balances. |
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Currency Accounts |
Full access to manage your accounts and balances with the option to add 🔒 multi-level approvals security for either or both payments made out and conversions between currencies. Note: The KYB form must be updated for this user permission with the information in regard to the new user. Written confirmation by the Company Director is also required. |
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Users in Paynode |
Full access to edit your own and others' permissions. |
Finance and Accounting
This is the Funds Manager permissions
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Request Payments |
Send Payments |
Manage FX |
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*🔒 Multi-Level Approvals are available for funds managers. Please see below.
Assigning payments permissions
Owners and directors can assign this set of permissions to specific individuals:
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An owner or director can be given access to the KYB form.
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Owners and directors can assign or delegate permissions to other users.
Paynode Permissions
Here is a description of what each Paynode permission means and which role it supports.
*Owners and directors who are listed on the company's KYB form are able to assign or delegate Paynode permissions to other users. Users may not assign Paynode permissions to themselves.
Notifications
Users can also be set up to receive specific notifications or be included in designated notification lists for payment-related updates. For instance, notifications can be configured for events such as receiving wire transfers, credit card payments, and more. Detailed instructions on setting this up can be found here.
Recommended Permissions to manage your Currency Accounts and Balances:
*We offer you some additional tools to safeguard your funds. With 🔒 Multi-Level Approvals:
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You can specify what transactions should require your approval
- Payments
- Currency conversions
- Both -
Set what should trigger approval:
- Set a transaction amount. e.g. anything above 50K
Choose who is authorized to approve:
- Recommended at least 2 multi-level approvers
Matching Funds to Trips
Which account permissions do you need to view and match transactions?
Users will need the below permissions to start viewing and matching transactions.
Financial Data (Full level):
- Receive notifications for incoming wire transfers and card payouts.
- View incoming and outgoing transactions.
- Match incoming transactions.
- Get access to the Finance tab, which contains transaction reports and account balances.
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Who this permission is suitable for:
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Finance team members who are allowed to view all company financial data, and are going to be following up on incoming payments and match them to trips.
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Incoming Transactions (Full level):
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Get notifications for incoming wire transfers and card payouts.
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View and match all incoming transactions on the Transactions page.
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Who this permission is suitable for:
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Sales team members who are allowed to view incoming transaction for the company, and match them to trips. They don’t get access to account balances or outgoing transaction data.
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If you want some members on your Sales team to be able to view incoming transactions, but not be able to match them, you can assign them the View Only level of the Incoming Transactions permission.
Who can assign these permissions?
Admin users with the Full level of the Users in Paynode account permission (see picture below for reference) are able to delegate all of the above permissions within their organization. There should always be at least one user with this permission in each organization.
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