User Management

Q1. How can I control different permissions and access levels for the users in my organisation?

You can assign different permissions to users based on their roles within your organization. Permissions are categorised into Organisation Permissions and Module Permissions.

Organisation Permissions:

Module	Permissions
Customer Information	Users with access can view customer details (i.e: account number, account name) in both Pay Ins and Pay Outs.
User Management	Users with access can add, remove, or modify user permissions within the organization.

Module Permissions:

Module	Permissions
Pay In	•No Access: User cannot view or perform actions in this module. • View Access: User can view transaction details and download data.
Pay Out	•No Access: User cannot view or perform actions in this module. • View Access: User can view transaction details and download data.
Settlements	•No Access: User cannot view or perform actions in this module. • View Access: User can view transaction details and download data. • Full Access: User can view and create settlements.
Beneficiary Accounts	•No Access: User cannot view or perform actions in this module. • View Access: User can view beneficiary account details but cannot edit or add new accounts. • Full Access: User can view, add, edit, and delete beneficiary accounts.

Q2. What are the different user types? And what are the difference between them?

There are two types of users in Xenith:

Admin Users: Have full access to all Module Permissions. (You can also provide Organisation permissions to Admin Users)
Custom Users: Have limited access based on the specific permissions assigned to them.
Permissions on the Organisation and Module can be customised to fit their role within the organisation.

Q3. How can I add a new user?

Follow these steps to add a new user to your organisation:

Sign In: Log in to your Xenith account.
Navigate to User Management: Go to the "User Management" section.
Add New User: Click the “+ New User” button and complete the required information and access settings.
Save: Click the "Save" button. The new user will receive an email invitation to set up their account.

Q4. How can I edit a user’s permission settings?

To make changes to an existing user:

Sign In: Log in to your Xenith account.
Navigate to User Management: Go to the "User Management" section in the Dashboard.
Select Account to Edit: Locate the account you wish to modify.
Access Edit Menu: Click on the three dots menu (⋮) next to the account and select "Edit".

Note: To edit the email address or user with admin role, please reach out to [email protected]

Q5. How can I remove a user from my organisation?

If you need to remove a user from your organisation:

Sign In: Log in to your Xenith account.
Navigate to User Management: Go to the "User Management" section.
Select Account to Remove: Locate the account you wish to remove.
Access Remove Menu: Click on the three dots menu (⋮) next to the account and select "Remove User".

Note: To delete the email address or user with admin role, please reach out to [email protected]