User roles control what each member of your team can see and do in Zopa Dashboard. Roles will be enabled by default, and each user will need to be assigned at least one role.
There are nine roles to choose from, each with a predefined set of permissions. Use this guide to compare them and choose the access your team needs.
Can a user have more than one role?
Yes. You can assign multiple roles to the same user. Their permissions are combined, so they can access everything allowed by each role.
For example, if one role allows a user to view payments and another allows them to process refunds, assigning both roles gives them both permissions.
Who can manage user roles?
Only a Super Administrator can assign or change roles and permissions.
Super Administrators and Administrators can invite and manage users, but Administrators cannot assign or change roles or permissions.
To manage your team, go to Settings → Users in Zopa Dash.
Which role should I choose?
| Team member | Suggested role |
|---|---|
| Account owner or IT administrator | Super Administrator |
| Senior operations manager | Administrator |
| Finance or accounts team member | Finance |
| Warehouse or operations team member | Logistics |
| Sales team lead | Sales Manager |
| Sales representative | Sales |
| Contact centre or support agent | Customer Support |
| Analyst or reporting team member | Reporting & Insights |
| Auditor or someone who only needs to view information | Read Only |
The descriptions below explain each role on its own. If you assign more than one role, the user receives the combined permissions.
Available roles
Super Administrator
Super Administrators have full access to Zopa Dash, including managing users, roles and permissions.
They can:
- Access and manage all areas of Zopa Dash
- Invite and remove users
- Assign and change roles and permissions
- Manage account settings and configuration
This role is typically suitable for one or two people responsible for the account.
Administrator
Administrators have full operational access to Zopa Dash and can manage users. They cannot assign or change roles or permissions.
This role may suit senior operations managers who need to manage the team without controlling access permissions.
Customer Support
Customer Support users can view payments and customers, resend payment links and make non-financial edits to customer records.
They can:
- View payment details
- Manage customer records, including non-financial edits
- Resend and manage payment links
Their access to payments is view only. They cannot process refunds or voids, or export transactions.
Finance
Finance users can process refunds and captures, manage fulfilment and view financial reporting.
They can:
- View, capture and operate payments
- Process refunds and voids
- Run Zopa Retail Finance fulfilment
- View invoicing, banking and transfers
- Access financial reporting
- Export transactions
- View payment links
They cannot manage users, change settings or manage payment links.
Logistics
Logistics users can manage the payment and fulfilment lifecycle.
They can:
- Manage payments
- Manage the fulfilment lifecycle
- Create and manage payment links
- Manage customer records
- Export transactions
They cannot process refunds or voids, or access financial reporting or invoicing.
Read Only
Read Only users can view information across Zopa Dash without making changes.
They can view most areas, including the user directory, but cannot take actions or export data. They cannot access API credentials or banking details.
Reporting & Insights
Reporting & Insights users have read-only access to reporting and insights and can export transactions.
They can:
- View payments, customers, invoices and payment links
- Access financial reporting
- Export transactions
They cannot make changes or take operational actions.
Sales
Sales users can create payment sessions and create and manage payment links. They can also view customers.
Payment and payment link lists automatically show only records created by that Sales user. This limits which records they can see, rather than the actions they can take.
Sales users cannot process refunds, run fulfilment or export transactions.
Sales Manager
Sales Managers can create and manage payment sessions and payment links.
They can also view customer records and financial reporting. They cannot process refunds, run fulfilment or export transactions.
Compare role permissions
Use the tables below to compare access for each role.
- Manage means the user can view and create, edit or operate within that area.
- View means the user has read-only access.
- ✓ means the user has access to that action.
- — means the user does not have access.
Payments and customers
| Role | Payments | Refunds and voids | Payment links | Customers |
|---|---|---|---|---|
| Super Administrator | Manage | ✓ | Manage | Manage |
| Administrator | Manage | ✓ | Manage | Manage |
| Finance | Manage | ✓ | View | View |
| Logistics | Manage | — | Manage | Manage |
| Sales Manager | Manage | — | Manage | View |
| Sales | Manage ⁴ | — | Manage ⁴ | View |
| Customer Support | View | — | Manage | Manage |
| Reporting & Insights | View | — | View | View |
| Read Only | View | — | View | View |
Finance and operations
| Role | Fulfilment | Financial reporting | Invoicing | Exports |
|---|---|---|---|---|
| Super Administrator | ✓ | View | Manage ¹ | ✓ |
| Administrator | ✓ | View | Manage ¹ | ✓ |
| Finance | ✓ | View | View | ✓ |
| Logistics | ✓ | — | — | ✓ |
| Sales Manager | — | View | — | — |
| Sales | — | — | — | — |
| Customer Support | — | — | — | — |
| Reporting & Insights | — | View | View | ✓ |
| Read Only | — | View | View | — |
Users, credentials and settings
| Role | User management | API credentials | Settings and configuration |
|---|---|---|---|
| Super Administrator | Manage users and roles | Manage | Manage |
| Administrator | Manage users | Manage | Manage |
| Finance | — ² | — | View ³ |
| Logistics | — ² | — | View ³ |
| Sales Manager | — ² | — | View ³ |
| Sales | — ² | — | View ³ |
| Customer Support | — ² | — | View ³ |
| Reporting & Insights | — ² | — | View ³ |
| Read Only | View ⁵ | — | View ⁵ |
Permission notes
- Only Super Administrators and Administrators can delete or void invoices and credit notes. Other roles with invoicing access cannot delete or void them.
- Operational roles can see a colleague’s name when it appears in context, such as in Created by, but cannot browse the user directory or manage team members.
- Settings and configuration include payment methods, branding, domains, webhooks, integrations, notifications, merchant profile, banking, transfers, documents, audit log and products. Only Super Administrators and Administrators can change these settings. Other roles have partial read-only access, such as to payment methods and the merchant profile.
- Sales users only see their own records in payment and payment link lists.
- Read Only users can view the user directory but cannot manage users. They cannot access API credentials or banking details.
Need help choosing or changing a role?
Compare the permissions above and choose the role that matches the access your team member needs. Remember that assigning multiple roles combines their permissions.
Only a Super Administrator can assign or change a user’s role.
If you need help choosing roles or mapping your team’s existing access to Zopa Dash roles, email merchantsupport@zopa.com. Our team can help with your individual setup.