Configure User Roles

How to configure user roles in the Viva Wallet banking app.

Available User Roles

Please see below each of the available User Roles and the permissions given to each role. A user can be assigned multiple roles, as needed:

View Balance

YesCan see Dashboard, Accounts, Sales & Reports menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options and Viva Account ID
YesCan see Send Money and Deposit Money options at the top of the screen
YesCan see Balance of account

Allow PayOut

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Allow Refunds

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Make Sales

YesCan see Dashboard & Sales menus (and the Sales Transactions and Online Payments submenus)
YesCan see Create Card & Activate Card options
YesCan see Request Money option at the top of the screen
YesCannot see Balance of account

Manage Account

YesCan see Dashboard, Sales, Beneficiaries & Settings menus (and submenus) including the Users submenu - under Settings - which allows for the creation of additional child users
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Send Money

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Manage Employee Cards

YesCan see Dashboard, Cards & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options and Viva Employee Debit
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Allow Virtual Terminal

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Allow OCT

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

Allow Bill Payment

YesCan see Dashboard & Sales menus (and the Sales Transactions submenu only)
YesCan see Create Card & Activate Card options
YesCannot see Payment/transfer options at the top of the screen
YesCannot see Balance of account

How to assign User Roles

You can create additional users – and assign User Roles to these users – within your Viva Wallet self-care account, by following the steps below.

1) Within your self-care account, navigate to Settings > Users:

Assigning User Roles - 1

2) Click on the New User button at the top-right of the screen:

Assigning User Roles - 2

3) You will then see the New User pop-up window. Here, you can fill in the user’s personal information, as well as selecting their assigned User Roles:

Assigning User Roles - 3

4) The User Roles dropdown allows you to select multiple options, as needed:

Assigning User Roles - 4

5) When you have completed all of the fields, simply click on the Create button at the bottom-right of the pop-up window to save the new user:

Assigning User Roles - 5

Get Support

If you would like to integrate with Viva Wallet, or if you have any queries about our products and solutions, please see our Get Support page to see how we can help!