Setting up your account permissions

The PPSR uses roles to ensure that only authorised users can perform certain transactions.

A role is made up of permissions that allow the user to perform various tasks. Roles are assigned to groups and groups are then assigned to users.

An account administrator assigns groups of roles to users within an account.

Two default groups

There are two default groups which can be assigned to users:

  • Administrator (AccountCustomerSysAdminGroup)
  • Default user (AccountCustomerDefaultUserGroup)

These default groups contain specific roles as indicated by the PPSR permissions matrix.

Customised groups

If the default groups do not suit your business requirements, the account administrator can create customised groups containing the roles to perform the desired actions. Find out more details about specific roles before setting up a customised group.