With custom roles, Positive Pay admins can create unique, account-level roles according to a team member's job title and then assign specific permissions for that role. This feature was built with the goal of simplifying the effective governance of an account while giving the proper amount of freedom to employees within Positive Pay.
First log into Positive Pay at https://positivepay.advancedfraudsolutions.com > Settings > Roles/Permissions.
You will see the option to add a role in the upper right corner.
Create a Custom Role
Custom roles are created based on existing roles on the account and they can then be customized and assigned to any user.
When you add a role, you can give it a title based on the role's business functions and then the corresponding permissions. Here is a screenshot of the permissions available and an overview of these permissions.
| Role | Permission |
| Account | |
| Manage Account | This permission gives you access to the Home and Settings tab. This role is required to add users and configure portal settings. |
| Issued Checks | |
| View Issued Checks | This permission gives you access to the Home and Issued Checks tab. You cannot upload a file with this role but you can see issued and uploaded checks. |
| Add Issued Checks | This permission allows you to add checks but will not give you access to the Issued Checks tab. |
| Edit Issued Checks | This permission allows you to edit checks but will not give you access to the Issued Checks tab. |
| Paid Checks | |
| View Paid Checks | This permission gives you access to the Home and Paid Checks tab. You cannot upload a file with this role, but you can see decisioned checks. This role alone will not give you access to the exceptions or change logs. |
| Add Paid Checks | This permission gives you access to the Home tab. Alone it will not give you access to the Paid Check tab but will allow you to upload paid files with additional permissions. |
| Exceptions | |
| View Exceptions | This permission gives you access to the Home and Exceptions tab. You can also export and archive transactions. |
| Make Decisions | This permission gives you access to the Home and Exceptions tab. You can review exceptions, export, and archive transactions. |
| Approve Decisions | This permission gives you access to the Home and Exceptions tab. You can review exceptions, Decision checks, export, and archive transactions. |
Default Roles and Permissions
Default roles and permissions are available for both the financial institution and the Business client. This is to aid in simple setups and general suggestions. If these roles below fit your business need, you would only need to assign the default role to a user instead of creating a custom role.
Financial Institution
| Role | Permission |
| Paid Check Specialist | View Paid Checks, Add Paid Checks |
Business Client
| Role | Permission |
| System Admin | Manage Account, View Issued Checks, View Paid Checks, View Exceptions |
| Account Manager | View Issued Checks, Add Issued Checks, Edit Issued Checks, View Paid Checks, View Exceptions, Make Decisions, Approve Decisions |
| Exception Specialist | View Issued Checks, View Paid Checks, View Exceptions, Make Decisions |
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