Configure User Roles

How to configure user roles in the viva banking app.

• Available User Roles
• How to assign User Roles
• Get Support

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
• Allow PayOut
• Allow Refunds
• Make Sales
• Manage Account
• Send Money
• Manage Employee Cards
• Allow Virtual Terminal
• Allow OCT
• Allow Bill Payment

View Balance

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

Allow PayOut

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Allow Refunds

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Make Sales

	Can see Dashboard & Sales menus (and the Sales Transactions and Online Payments submenus)
	Can see Create Card & Activate Card options
	Can see Request Money option at the top of the screen
	Cannot see Balance of account

Manage Account

	Can see Dashboard, Sales, Beneficiaries & Settings menus (and submenus) including the Users submenu - under Settings - which allows for the creation of additional child users
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Send Money

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Manage Employee Cards

	Can see Dashboard, Cards & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options and Viva Employee Debit
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Allow Virtual Terminal

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Allow OCT

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

Allow Bill Payment

	Can see Dashboard & Sales menus (and the Sales Transactions submenu only)
	Can see Create Card & Activate Card options
	Cannot see Payment/transfer options at the top of the screen
	Cannot see Balance of account

How to assign User Roles

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

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

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

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:

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

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:

Get Support

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