How to set up role-based access controls
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Vellacott Payments: documents · How to set up role-based access controls
Femi Olatunji asked how to set up role-based access controls so different teams see different dashboards. Bethan Lister guided him through the admin settings and directed him to the help documentation. The inquiry signals strong interest in access control features.
What happened
What this says
Current to 11 Oct 26Femi Olatunji asked how to set up role-based access controls so different teams see different dashboards. Bethan Lister guided him through the admin settings and directed him to the help documentation. The inquiry signals strong interest in access control features.
Problem: Customer needed guidance on configuring role-based access controls to segment data by team (compliance vs operations). Handling: Bethan provided clear instructions on creating separate roles in admin settings and assigning users, then referenced the Admin guide for self-service. Watch: This suggests the customer is moving beyond basic setup and building out multi-team governance, which is a positive engagement signal.
Details
Updated 9 Oct 26Trail
created · Femi Olatunji 7 Oct 2026 14:13How do we set up role-based access controls so different teams see different dashboards? We want the compliance team to see compliance-only data, and the operations team to see the full set of reports.- public_reply · Bethan Lister 7 Oct 2026 17:09Hi Femi, great question. You can do this through the admin settings under Access Control. You'll need to create separate roles for each team: one for Compliance, one for Operations. Then assign users to the roles, and they'll only see the dashboards and data you've assigned to their role. It's all in the Admin guide in the help section. Give it a go and let me know where you get stuck. Thanks, Bethan