Understanding User Permissions on the Platform | Conduit Guides
Understanding User Permissions on the Platform
User permissions allow account administrators to control which team members can access specific functionalities within the platform. This helps maintain operational security, efficiency, and role-based access across organizations.
What are permissions?
Each user must have at least one permission assigned. Permissions define what actions users are allowed to perform and which sections of the platform they can access. A single user can have multiple permissions, depending on their responsibilities.
Types of available permissions
Here’s a breakdown of the permissions that can be assigned to users:
- Counterparties: Allows users to add or edit counterparties (companies or individuals they send or receive payments from).
- Developer: Allows users to generate and manage API keys for platform integrations.
- Money Movement: Grants access to Send Money, Deposit, and Withdraw Crypto functions.
- Team: Enables users to invite new team members and manage existing users on the account.
- Reports: Allows users to download CSV reports.
Managing Users and Access
When adding or editing users on your team, here are a few important things to keep in mind:
- Permissions are optional at the time of invitation: If no permissions are assigned when a user is invited, they will still have access to the platform in view-only mode. This means they can navigate and view all sections, but cannot take any action.
- Flexible permission assignment: You can assign one or multiple permissions to each user based on their role, and update those permissions at any time as responsibilities evolve.
- Editable names: You can include a user’s first and last name for easier identification within your team.
- Fixed email addresses: Once a user is invited, their email address cannot be changed via the platform. To update an email, please contact our support team.
- Search and filter your team: The user management section includes search and filtering tools to help you quickly find team members by name or by their assigned permissions.
Recommendation for Admin Users
Users with the Team permission can invite, manage, or disable other team members. We recommend assigning this permission only to trusted individuals.
Always:
- Review which team members currently have access.
- Make sure only trusted users are granted the Team permission.
- Users who don’t need to manage others can be left without permissions and will have view-only access by default.
If you have questions or need help managing user permissions, feel free to reach out to our support team.
Frequently asked questions
What type of supporting documentation do I need in order to send a payment?
To process a payment, you may need to provide one of the following:
- Invoice
- Agreement/Contract
- Purchase Order
Each document should include: Description of Goods/Services – Clearly outline the items, quantities, and prices.
Parties Involved – Names, addresses, and contact details of both buyer and seller.
Payment Terms – Payment amounts, due dates, and accepted methods.
Signatures – Required for agreements/contracts to formalize the transaction.
Business Justification – If the purpose is unclear, a signed statement explaining the transaction may be required.
I invited a team member and they can’t log in. What should they do?
If a user you've invited is having trouble logging in after creating their account and sees a message like "Create your organization", they should return to the invitation email and log in using the link provided.
Do you support payments to high-risk or sanctioned countries?
Please refer to our prohibited countries list for details on restricted jurisdictions.
A list of restricted countries can be found here.
What are Conduit's operating hours for MXN and BRL transfers?
Transfers in MXN and BRL processed through the platform follow a rate schedule based on operating hours:
- Standard rate: 9:00 AM – 3:00 PM (ET)
- After-hours rate: 3:00 PM – 8:59 AM (ET, next day)
Please note that transactions submitted outside of standard hours may receive less favorable quotes. For best pricing, we recommend submitting transfers during standard business hours.