Users and permissions control who can access your organization and what actions they can perform. This allows teams across operations, finance, and engineering to work within the same system with appropriate levels of access.Documentation Index
Fetch the complete documentation index at: https://docs.withacclaim.com/llms.txt
Use this file to discover all available pages before exploring further.
How access works
Access in Acclaim is defined by:- Organization access — visibility across the platform
- Account access — which accounts a user can view or operate
- Permissions — what actions a user can perform
Organization access
Users are invited to your organization.- Users can belong to one or more organizations
- Organization access defines the overall scope of visibility
- Some users may have administrative privileges
Account access
Access can be scoped to specific accounts.- Users may be limited to one or more accounts
- This restricts visibility of balances, transactions, and activity
- Helps separate workflows across teams or entities
- Programs or business units
- Regions or currencies
- Operational responsibilities
Permissions
Permissions define what actions a user can take. Common permission types include:- View — access balances, transactions, and reports
- Operate — create payments, payouts, and workflows
- Configure — manage settings, webhooks, and accounts
- Administer — manage users and organization-level settings
Roles
Roles group permissions into common access patterns. Typical roles include:- Operations — manage payments and payouts
- Finance — view balances, reconcile, and export data
- Engineering — configure integrations and webhooks
- Admin — full access across the organization
Managing users
You can manage users in the Console.- Invite new users
- Assign roles and permissions
- Grant or restrict account access
- Update or remove access as needed
Best practices
- Grant users access only to the accounts they need
- Use roles to standardize permissions
- Separate operational and administrative responsibilities
- Regularly review and update user access
- Limit administrative access to a small number of users