The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Roles and Tasks

The Owner role is assigned when the company account is created. It does not appear in the Client Portal and cannot be assigned to any other user.

You assign the other roles when you invite a new user to the Client Portal. See Inviting a User. You can change the role that you assigned to the user later. See Changing a User's Role.

The following table describes the privileges granted to each role.

Task

Owner

Administrator

Editor

Basic

View personal details.

Yes

Yes

Yes

Yes

View business details.

Yes

Yes

No

No

View access and secret keys.

Yes

No

No

No

View bank accounts.

Yes

Yes

No

No

Add a bank account.

Yes

Yes

No

No

Modify bank account details.

Yes

Yes

No

No

Delete a bank account.

Yes

Yes

No

No

View payment methods.

Yes

Yes

Yes

Yes

View a list of users.

Yes

Yes

Yes

Yes

Invite a new user.

Yes

Yes

Yes

No

Change a user's role.

Yes

Yes

No

No

Remove a user.

Yes

Yes

No

No

View an audit log of user actions, view user action details, and download audit log reports.

Yes

Yes

Yes

Yes, but limited

Define a webhook endpoint.

Yes

Yes

No

No

View a list of transactions and transaction details.

Yes

Yes

Yes

Yes

Download transaction reports.

Yes

Yes

Yes

No

View a list of all Rapyd Wallets and Rapyd Wallet details.

Yes

Yes

Yes

Yes

Download Rapyd Wallet reports.

Yes

Yes

Yes

No

View a list of cards your company issued and card details.

Yes

Yes

Yes

Yes

Download issued card reports.

Yes

Yes

Yes

No

View a list of issued card transactions.

Yes

Yes

Yes

Yes

Download reports of issued card transactions.

Yes

Yes

Yes

No

Create mass invoices.

Yes

Yes

No

No

Download mass invoice reports.

Yes

Yes

Yes

No

Create a mass payout.

Yes

Yes

No

No

Download mass payout reports.

Yes

Yes

Yes

No

Download financial reports.

Yes

Yes

Yes

No

Updated about a month ago


What's Next

Viewing Users

Roles and Tasks


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