Guide to XS2A
  • What is XS2A?
  • Customer Cockpit
    • Overview
      • Track your Business
      • Permissions and Roles
      • Generating API-Keys
      • Creating Webhooks
      • Contact our Support
      • Successful transactions
      • Last Errors
  • Integration
    • How to go live
      • Technical Onboarding
      • KYC (Know Your Customer)
      • Video Ident
    • Getting started
      • Product specific recommendations
      • Registering your account
      • Required steps to start
      • Use case integration
      • API documentation
      • Integration variants
      • Upload eIDAS certificates
      • Choose a Platform
    • 💡UX - Integration Guide
    • Integration Variants
      • Javascript-Widget
        • Webview App Integration
      • Mobile SDK (iOS & Android)
      • Wizard-API
      • EasyOnboarding
    • Integration by Use Case
      • PFM (Personal Finance Management)
      • P2P (Purchase-to-pay)
      • Loan Origination (B2C)
      • Loan Origination (B2B)
      • Insurance
      • PSP (Payment Service Provider)
      • Leasing
      • Age verification check
      • Source of Funds/Wealth
    • Products & Platforms
      • Payment Platform (XS2A.pay)
      • Analytics Platform (XS2A.risk)
      • Open Banking Platform (XS2A.api)
      • OnlineÜberweisen
    • Product Features
      • Testbank 2.0
      • Reconciliation
      • Payouts & Refunds
      • Simple Pay
      • Credit cards
    • Additional Guides
      • Errorcodes
      • Categorization
        • The Categorization Taxonomy
        • The Categorization Engine
        • Quality Assurance
      • B2C & B2B Rating Checks
        • B2B Rating
        • B2C Rating
      • Reports
      • PayPlus
      • Reconciliation
        • Automatic Recon OnlineÜberweisen
        • Manual Recon OnlineÜberweisen
        • Recon Payment Platform (XS2A.pay)
      • Webhooks
  • FAQ
    • XS2A
      • Merchant admin
    • OnlineÜberweisen
      • For merchants
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  1. Customer Cockpit
  2. Overview

Permissions and Roles

Invite your Team Members / Permissions and Roles / https://manage.xs2a.com/members

PreviousTrack your BusinessNextGenerating API-Keys

Last updated 3 years ago

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You can invite your team members to access our customer cockpit and help manage your business. Each team member can have different privileges that restrict the information they can see or actions they can take.

Click on "My team" and by clicking the button "create new" you can easily invite a new member to your team. You can also edit permissions or access rights of your existing team members.

The "Admin" permission means you are able to change, manage and see everything that we provide you in Vincent. This also includes managing the member of your team as well as changing various details in your settings.

All other permissions only allow limited access possibilities, which can be combined individually depending on your needs.

Overview of the different Roles

Permission
can edit master data
can see the transaction details
can enter the configure section
can edit blacklists
can see and make reports

Admin

YES

YES

YES

YES

YES

Edit master data

YES

NO

NO

NO

NO

Show transaction details

NO

YES

NO

NO

NO

Configure API

NO

NO

YES

NO

NO

Edit blacklist

NO

NO

NO

YES

NO

See reports

NO

NO

NO

NO

YES

Invite your team members