Predefined roles and permissions

Diool is a collaborative platform where account administrators are encouraged to invite their colleagues involved in the payment process within their organisation. Roles allow administrators to group permissions and assign them to users. These permissions define the actions a user can perform on the platform.

Predefined roles

Diool offers 6 predefined roles:

Account administrator
Administrator
Employee
Accountant
Cashier
Agent
Commercial
Each role is allowed to perform certain specific tasks, as shown in the table below. Assign the most appropriate role to each user, giving them the most appropriate level of control.

Predefined permissions

	Account administrator	Administrator	Employee	Accounting	Cashier	Agent	Commercial
Account
Adding funds	✔️	✔️	❌	❌	❌	✔️	❌
Withdrawing funds	✔️	✔️	❌	❌	❌	✔️	❌
View your individual balance	✔️	✔️	✔️	✔️	✔️	✔️	❌
View the full account balance	✔️	✔️	✔️	✔️	❌	❌	❌
Agent management
Assigning an agent to a shop	✔️	✔️	❌	❌	❌	❌	❌
Block/unblock an agent	✔️	✔️	❌	❌	❌	❌	❌
Invite a new agent	✔️	✔️	❌	❌	❌	❌	❌
Adjusting the agent's fee and commission margin	✔️	✔️	❌	❌	❌	❌	❌
Cashier management
Assigning a cashier to a shop	✔️	✔️	❌	❌	❌	❌	❌
Block/unblock a cashier	✔️	✔️	❌	❌	❌	❌	❌
Invite a new cashier	✔️	✔️	❌	❌	❌	❌	❌
Adjusting the margin for cashier's fees and commissions	✔️	✔️	❌	❌	❌	❌	❌
History of transactions
See the history of individual transactions	✔️	✔️	✔️	✔️	✔️	✔️	❌
Exporting individual transaction history	✔️	✔️	✔️	✔️	✔️	✔️	❌
View account transaction history	✔️	✔️	✔️	✔️	❌	❌	❌
Export account transaction history	✔️	✔️	✔️	✔️	❌	❌	❌
Methods of payment
Add/remove a payment method	✔️	✔️	❌	❌	❌	❌	❌
Define the default payment method	✔️	✔️	❌	❌	❌	❌	❌
Request for Payment (RFP)
Send a Payment Request to internal collaborators	✔️	✔️	✔️	✔️	✔️	✔️	❌
Send an External Payment Request	✔️	✔️	❌	❌	❌	✔️	✔️
Settle a Payment Request (Diool to Diool)	✔️	✔️	❌	❌	❌	✔️	❌
Point of sale
Mobile credit refill	❌	❌	❌	❌	✔️	✔️	❌
Mobile money cash deposit	❌	❌	❌	❌	✔️	✔️	❌
Mobile money withdrawal	❌	❌	❌	❌	✔️	✔️	❌
Payment terminal	✔️	✔️	✔️	❌	✔️	✔️	❌
Collecting cash payment of an invoice (Payment request) - "Cashpoints" plan only	❌	❌	❌	❌	✔️	✔️	❌
Shop management
Add/Remove shops	✔️	✔️	❌	❌	❌	❌	❌
Enable/Disable shops	✔️	✔️	❌	❌	❌	❌	❌
The management team
Invite a new member of the management team	✔️	❌	❌	❌	❌	❌	❌
Remove a member of the management team	✔️	❌	❌	❌	❌	❌	❌
Assigning roles and permissions	✔️	❌	❌	❌	❌	❌	❌
Contacts and Transfers
Add/Modify/Delete contacts from the address book	✔️	✔️	✔️	❌	✔️	✔️	❌
Transfer of funds to employees (internal transfer)	✔️	✔️	✔️	❌	✔️	✔️	❌
Transfer to external recipients (external transfer)	✔️	✔️	✔️	❌	❌	✔️	❌
API
Generate tokens API (live and sandbox)	✔️	✔️	❌	❌	❌	❌	❌
Revoke tokens API	✔️	✔️	❌	❌	❌	❌	❌

Useful links
How to change a user's permissions ?
How to invite members of the Management Team ?
How to invite agents and cashiers ?

Updated on: 04/05/2023