Team Members

User Roles

There are three levels of users on the Railz platform who have access to different functions of the Railz Dashboard™.

  • Administrator
  • Developer
  • Billing
  • Analyst

Administrator

Administrator users have full access to all the features available in the Railz Dashboard™. They are the only users who are able to add, edit and remove other users from your account. This includes all levels of users so any Administrator can remove other Administrator, Developer and Billing users.

Developer

Developer users have access to all the functionality available in the Railz Dashboard™ except the ability to manage billing information, update company information and branding, and manage other users. Developer users are able to create and edit integrations, and businesses on sandbox only.

Billing

Billing users have limited access to the Railz Dashboard™. Billing users can only manage billing plans, update payment information and view invoices.

Analyst

Analyst users have access to view and download businesses and reports. In addition, they have access to view a business’ financial summary charts and visualizations.

Add a New User

When you first gain access to Railz, you'll be set up with a single Administrator account. The account uses the email address of the main point of contact requested during signup. This Administrator user can then add new users with different levels of access.

For an explanation of what each user level means, please see user roles above.

To add new users from the Railz Dashboard™.

  1. Open the Railz Dashboard™ and log in to your Administrator account.
  2. In the left pane, select My Account > Team.
Railz Dashboard - Team. Click to Expand.Railz Dashboard - Team. Click to Expand.

Railz Dashboard - Team. Click to Expand.

  1. Select Add a Team Member and fill in the user's name and email address.
  2. From the User Role list, select the correct permission level for the user.
  3. To complete the account set up, select Send Invitation.
  4. An email is sent to the user of the new account for them to verify their account details. During this process, they also set up a password.
Railz Dashboard - Team Add. Click to Expand.Railz Dashboard - Team Add. Click to Expand.

Railz Dashboard - Team Add. Click to Expand.

Detailed Role Permissions

Permssion

Administrator

Developer

Developer (on Sandbox)

Billing

Analyst

Account: View Dashboard overview

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Account: Manage Profile

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Account: Manage Company

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Account: Manage Team

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Account: Manage Account Security

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Account: Manage Billing Plans & Contacts

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Integrations: Configure & toggle integrations

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Developer: Generate and view API Keys

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Developer: Create and update Webhooks

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Developer: Toggle sandbox mode

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Railz Connect: View code snippets

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Railz Connect: View and manage IP/domain whitelists

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Businesses: View & download businesses

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Businesses: View business data

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Businesses: Manage businesses

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Businesses: Manage business services

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Businesses: Generate Railz Sites link

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Reports: View & download reports

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Settings: View settings

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Settings: Customize branding

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