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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Users and Roles

Each Client Portal user is assigned a role. The role defines the actions that the user can do.

The Owner and Administrator roles are responsible for managing the users. Other roles have limited privileges.

Roles and Tasks

Learn which tasks are permitted for each role.

Viewing Users

View details of your company's users.

Inviting a User

Invite a new user.

Changing a User's Role

Change a user's role.

Removing a User

Remove a user.

Listing User Actions

Monitor user activity.

Viewing User Action Details

View details of a specific user action.

Downloading an Audit Log Report

Download a report of user actions.

Updated 9 months ago


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Roles and Tasks

Users and Roles


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