Payments Data Platform | Modernbanc

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Roles and Permissions

Modernbanc has a universal granular permission system across all our models to fit any organization regardless of size.

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What are roles?

Access to both the Modernbanc API and UI is regulated through roles. Each API key and workspace membership is linked to a specific role.

Roles are defined by a mix of functionalities (such as accounts, entities), permissions (like create, update), and filters (like where environment_id = 'uuid'). This structure allows for precise access control.

Permission filters within a role can range from broad, covering the entire workspace, to highly specific, targeting individual object fields (for example, environment_id).

Important - permissions are object-based!

Modernbanc permissions are object-based, which means GET workspace permission will only let you view Workspace object rather than everything in the workspace. If you want to access objects within the workspace you’d need a permission for that model e.g GET account or CREATE transaction.

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Workspace Defaults

Upon creation, every workspace is equipped with nine predefined roles. Three foundational roles - Admin, Developer, and Viewer - provide comprehensive access across the workspace. The remaining six roles, including Admin - Test, Admin - Live, Viewer - Test, Viewer - Live, Developer - Test, and Developer - Live, offer tailored access based on the environment.

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Create Roles

Roles can be created and modified in the UI or API. The simplest way to create a role is to use the UI.

  • Navigate to the Settings tab in the navigation dropdown or by pressing G and then S.
  • Navigate to the Roles tab in the navigation dropdown or by pressing G and then R.
  • Click the Create button in the upper right corner.
Create Role Key Modal
  • Enter a name for the Role.
  • Select the permissions you want by clicking the Add button.
  • For each selected permission, choose the type of access to grant (get, create, update,...).
  • Optionally add filters on permissions to restrict access further. A standard filter is environment_id to restrict access to a specific environment.
  • Click the Create button.