Understanding Roles

When a Super Admin user configures an individual user's profile in Thredd Portal, they can assign one or multiple roles to the user.

Roles are associated with Users — they provide the permissions to each individual user within your organisation based on the given Role. Thredd Portal Roles are preconfigured; for example, Developer, Manager, and Admin. Super Admin users can assign, view and update the Thredd Portal Roles for an individual user in Thredd Portal via System Admin > User Management.

Available Thredd Portal Roles

The following table describes what each Thredd Portal Role allows a user to do in Thredd Portal.

Users with the Organisation Admin role in Thredd Portal have similar permissions to a Super Admin, except they cannot manage users.

Thredd Portal Role	Description
Manager	Transaction Search & View Remove auth Card Search & View Balance adjustment Card Load/Unload Change card status PIN & CVC2 services Edit cardholder details Edit card configurations Extend Thredd Expiry Date Activate a Card Balance Transfer
Read Only	View-only access to cards and transactions information. Card Search & View Transaction Search & View
Card Operations Specialist	Card lifecycle management and transaction visibility. Card Search & View Transaction Search & View Change card status Activate a Card Extend Thredd Expiry Date PIN & CVC2 services Remove auth
Card Configuration Manager	Manages card configurations. Card Search & View Transaction Search & View Edit card configurations
Card Balance Manager	Manages balance adjustments and balance transfers. Card Search & View Transaction Search & View Balance Transfer Balance adjustment
Developer	Configures and manages webhooks for system integrations.
Sensitive Information Manager	Restricted access to sensitive card data, including PAN Finder operations.
Organisation Admin	Full platform control, including configurations and all operational settings, except user access.

Assigning Thredd Portal Roles to a User in Thredd Portal

A Super Admin user can add a Thredd Portal Roles to a User via their user profile in Thredd Portal.

To view and edit the Roles for a User:

Navigate to System Admin, then User Management.
In the list under User, locate the user that you want to check and select the Actions menu (three dots) next to the specific user, and select Edit User.
The Edit User screen appears and displays the user's Basic Information. Select Next to view the Groups and Thredd Portal Roles.
Select the field under Thredd Portal Roles to display a dropdown menu of the different roles that are available for the user. Assign the appropriate portal roles that will provide access to the specific features and card operations that a user requires. You can also select a group if a group is available. Select Next.
Review the user's details and select Update User to save the settings. If you need to make any changes, select Back and repeat the previous steps before updating the user details.

If the user is logged in to Thredd Portal at the time that the Admin makes any changes, the user might need to log out and then log in again to ensure that the changes take effect.