Roles and Permissions — who can do what
The 4 Roles in Paymely
Each user has a role that determines what they can see and do in the application.
| Role | Access Level |
|---|---|
| Admin | Full access to the company — settings, users, customers, schedules, payments, billing |
| Manager | Create, edit, view — no user management or company settings |
| User | View customers, payments, schedules, templates, and SMS inbox — cannot modify |
| Read Only | View customers and payments only |
Permissions Matrix
Customers
| Action | Admin | Manager | User | Read Only |
|---|---|---|---|---|
| View customers | ✓ | ✓ | ✓ | ✓ |
| Create a customer | ✓ | ✓ | ✗ | ✗ |
| Edit a customer | ✓ | ✓ | ✗ | ✗ |
| Delete a customer | ✓ | ✗ | ✗ | ✗ |
| Record a payment | ✓ | ✓ | ✗ | ✗ |
Schedules and Templates
| Action | Admin | Manager | User | Read Only |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✗ |
| Create / Edit | ✓ | ✓ | ✗ | ✗ |
| Activate / Deactivate | ✓ | ✓ | ✗ | ✗ |
| Delete | ✓ | ✗ | ✗ | ✗ |
Note: The Read Only role does not have access to Templates or Schedules in the sidebar.
Settings
| Action | Admin | Manager | User | Read Only |
|---|---|---|---|---|
| Company settings | ✓ | ✗ | ✗ | ✗ |
| Domain management | ✓ | ✗ | ✗ | ✗ |
| SMS numbers | ✓ | ✗ | ✗ | ✗ |
| Billing | ✓ | ✗ | ✗ | ✗ |
| User management | ✓ | ✗ | ✗ | ✗ |
| Personal profile | ✓ | ✓ | ✓ | ✓ |
View Your Current Role
Your role is displayed in the left sidebar, below your username (colored badge).
Change a User's Role
Only Admins can change user roles.
- Go to Settings → Users section
- Find the user
- Change the role in the dropdown
- Confirm
FAQ
Can a Manager view payments? Yes — a Manager can view and record manual payments, but cannot manage company settings.
Can a User or Read Only send tests? No — sending test messages requires at minimum the Manager role.
How do I invite a new user? Via Settings → Users section (Admin only). The invitation is sent by email.