Table of contents
The Highnote dashboard provides an easy-to-use interface for managing your card program. Highnote offers different user and permission levels for dashboard users. This ensures compliance and privacy. This guide provides an overview of team member roles and permissions.
Team member roles
When an Admin user invites a team member, they must assign the team member a role. The Highnote dashboard offers two team member roles:
- Admin
- Support
Permissions
Note: Permissions are set at the organization level. You must invite team members and set permissions for test and live environments separately.
Team member roles have different levels of permissions and capabilities in the dashboard. The following table provides an overview of team member role permissions:
| Permission | Admin | Support |
| Manage organization settings | ✖️ | |
| Invite team | ✖️ | |
| Manage developer settings | ✖️ | |
| View account holders | ||
| Manage account holders | ||
| Monitor transactions | ||
| Monitor payment cards | ||
| Manage payment cards | ||
| View spend controls | ||
| Manage spend controls | ||
| View applications | ||
| Manage applications | ||
| View financial accounts | ||
| Issue financial accounts | ||
| Monitor ledgers | ||
| View internal transfers | ||
| Manage internal transfers | ✖️ | |
| View card product balance | ||
| Manage card product balance | ✖️ | |
| View product settings | ✖️ | |
| Manage product settings | ✖️ | |
| View reports | ||
| Create reports |