User Roles and Permissions

In this article we will present specific permissions with description that can be assigned to invited users.

Every onboarded User in Finverity platform can invite their team members and assign them roles/permissions.

The type of permission will be determined by the type of User: Funder, Fund Manager, Payer or Supplier. There is however no limit on what permissions can be granted to an individual. 

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Permissions can be located in "User Management" tab in the Client Platform: 

FInverity platform also provides templates for specific roles: it's a quick and easy way to assign permissions to a specific individual. 

 

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Funders and Fund Manager Permissions

While both roles are similar, as Fund Managers's main role is day-to-day operational invoice approval it will reflect the additional permissions that can be granted to that role. 

User Permission	Description	Fund Manager	Funder
Confirm Invoices (Maker)	Users can approve/reject invoices that have been submitted for finance.	✔️	X
Risk Approve Invoices (Maker)	Users can approve/reject invoices that have been confirmed and require risk approval.	✔️	X
Confirm Invoices (Checker)	Users can approve/reject invoices that have been confirmed and require additional authorisation.	✔️	X
Risk Approve Invoices (Checker)	Users can approve/reject invoices that have been risk approved and require additional authorisation.	✔️	X
View Strategies and Deal Room	Users can view your active and inactive investment strategies as well as their performance.	✔️	X
View Wallet	Users can view the balances of all your segregated accounts. If you're not using our segregated account solution then you can instead use wallets as virtual limits to be enforced when setting up strategy limits.	✔️	✔️
View Documents	Users can view platform contracts and policies you accepted when you registered to use the platform.	✔️	✔️
Edit Company Profile	Users can edit and manage your company KYC information.	✔️	✔️
Invite Fund Managers	Users can invite fund managers (i.e. third parties) to manage investment strategies on your behalf. They can also assign limits to these fund managers. If you would like all strategies created/edited by fund managers to be approved before going live then please enable this setting when inviting the fund manager.	✔️	✔️
Manage Users	Users can create and invite new users to use your account, and assign them any of the permissions listed in this sheet. This permission should therefore only be assigned to an admin.	✔️	✔️
Manage Payer Workflows	Users can enable/disable approval workflows for invoices you finance.	✔️	✔️
Manage Bank Accounts	Users you assign this permission can setup the bank accounts to withdraw your funds and to pay investment returns.	✔️	✔️
Manage Strategies and Deals	Users can create/edit/stop your investment strategies. This includes setting and editing of investment limits.	✔️	✔️
Withdraw Funds	Users you assign this permission can withdraw funds from your segregated bank account.	✔️	✔️
Deposit Funds	Users you assign this permission can deposit funds into your segregated bank account.	✔️	✔️
Edit Company Representative	Users can edit the profile of the representative/authorised signatory.	✔️	✔️
Upload Invoices	Users can upload invoices on behalf of the payers you manage.	✔️	✔️
Manage Invoice Attachments	Users can upload/delete invoice attachments i.e. supporting documentation.	✔️	✔️
Resume Paused Investments	Users can resume paused investment relationships with payers.	✔️	✔️
Manage Seller Limits	Users can view and set seller limits.	✔️	✔️
Manage Investment Days	Users can select payment run days (days of the week when invoices are purchased).	✔️	✔️
Manage Notifications Settings	Users can manage the notifications and emails user roles receive from the platform.	✔️	✔️
Send messages per invoice	Users can email each other about every invoice, the email is sent to all personas involved in the transaction.	✔️	✔️
Approve a Fund Management	Users can accept requests to manage investment strategies on behalf of third parties.	✔️	X
Can enable 2FA	Users can enable 2FA on their account. This however cannot be disabled at present.	✔️	✔️

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Payer Permissions

Here is a list of all permission that can be granted from Payer's Finverity Platform perspective. 

User Permission	Description
Approve/Decline Invoices	Users can approve/reject invoices that have been submitted by your suppliers and by doing so also accept the irrevocable payment undertaking on behalf of your company.
Manage Payments	Users can view outstanding repayments, generate repayment references for one or more invoices and mark repayments as paid.
Manage Bank Accounts (create/validate)	If you register to use our segregated banking solution, users you assign this permission can setup the bank accounts to withdraw your funds to. We also use the bank accounts you provide to reconcile repayments.
View Documents	Users can view platform contracts and policies you accepted when you registered to use the platform.
Edit Payer Settings	Users can allow or restrict sellers from uploading invoices
Manage Hedging	Users can use our inbuilt FX hedging feature to reduce currency risk.
View Wallet	Users can view the balances of all your segregated accounts.
Withdraw Funds (from wallet)	If you register to use our segregated banking solution, users you assign this permission can withdraw funds from your segregated bank account.
Deposit Funds (to wallet)	If you register to use our segregated banking solution, users you assign this permission can deposit funds into your segregated bank account.
Manage Users	Users can create and invite new users to use your account, and assign them any of the permissions listed in this sheet. This permission should therefore only be assigned to an admin.
Edit Company Representative	Users can edit the profile of the representative/authorised signatory.
Upload Invoices	Users can upload approved invoices for finance on behalf of your suppliers, but cannot automatically sell them.
Manage Invoice Attachments	Users can upload/delete supporting documentation attached to invoices.
Manage Notification Settings	Users can manage the notifications and emails user roles receive from the platform.
Send messages per invoice	Users can email each other about every invoice, the email is sent to all personas involved in the transaction.
Can enable 2FA	Users can enable 2FA on their account. This however cannot be disabled at present.

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Seller Permissions

Here is a list of all permission that can be granted from Seller's Finverity Platform perspective. 

User Permission	Description
Manage Invoices	Users can upload and manage invoices and their supporting documents.
View payments	Users can view payments.
Sell Invoices	Users you assign this permission can sell invoices. This permission should be assigned to an authorised signatory role.
Edit Company Profile	Users can edit and manage your company KYC information.
Manage Bank Accounts	Users you assign this permission can setup and manage bank accounts. This permission should be assigned to an authorised signatory role.
Edit Supplier Settings	Users can enable/disable auto-sell which would automatically sell invoices upon payer and funder approval. This permission should be assigned to an authorised signatory role.
View Documents	Users can view platform contracts and policies you accepted when you registered to use the platform.
Edit Company Representative	Users can edit the profile of the representative/authorised signatory.
Manage Notification Settings	Users can manage the notifications and emails user roles receive from the platform.
Manage Users	Users can create and invite new users to use your account, and assign them any of the permissions listed in this sheet. This permission should therefore only be assigned to an admin.
Send messages per invoice	Users can email each other about every invoice, the email is sent to all personas involved in the transaction.
Can enable 2FA	Users can enable 2FA on their account. This however cannot be disabled at present.

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