Roles

A role is a set of permissions. The Roles tab shows what each role can do and is where you create your own. Open it from Organization → Roles.

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Default roles

Yuno ships six default roles:

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Role scope: account or organization

The same role behaves differently depending on the level it is granted at:

• Account — the role applies only on the accounts the person is assigned to. Invite them separately for each account they need.
• Organization — the role applies across every account in the organization, including accounts created later. This works for any role, not just Admin. An organization-level “payment analyst” sees payments everywhere without being invited account by account.

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Creating a custom role

Select Create role, then set a name, a description, and the permissions the role should carry.

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Per-environment permissions

Each permission is configured independently for:

• Sandbox — testing and development.
• Production — live operations and sensitive data.

So a role can have full access in Sandbox for testing while staying restricted in Production.

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Available permissions

• Insights — access to actionable payment insights
• Payments — view and operate payments, manage payment links
• Payouts — view payouts and transaction details
• Reconciliation — view settlement reports
• Connections — view and manage payment connections
• Routing — view and manage processing routes
• Checkout builder — view and build checkout configurations
• Developers — view and manage account keys
• Webhooks — view and manage webhooks
• Accounts — manage account settings
• Team and roles — view and manage team members and roles
• Risk conditions — view and manage rules and lists
• Audit logs — view dashboard, API, and monitor logs

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Related docs

• Team members: granting a role to a person.
• Audit logs: reviewing who changed what.