---
title: Roles and Permissions
description: The “Roles and Permissions&quot; feature is designed to streamline user role and permission management within PaymentWorks. This tool enables self-service, empowering Payer Admin Users to create, modify, and control roles with ease.
---

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# Roles and Permissions

## The “Roles and Permissions" feature is designed to streamline user role and permission management within PaymentWorks. This tool enables self-service, empowering Payer Admin Users to create, modify, and control roles with ease.

#### **Key Features:**

- **Roles and Permissions Table**: A new, centralized hub for managing user roles. View all roles, their descriptions, and last modified details. Access to this table is restricted to users with the appropriate permissions.
- **Role Creation and Editing**: Easily create new roles or edit existing ones. Simply click "Create Role" or "Edit" to define role names, descriptions, and permissions.
- **Role Duplication**: Quickly duplicate existing roles using the "Copy" feature to save time when creating similar roles.
- **Remove Role**: Safely remove roles with a confirmation process to avoid accidental deletions. The system will alert you if the role is still in use.
- **Search and Export**: Find specific roles with the new search bar and export role details to a CSV file for easier reporting and analysis.

#### **Access Control Enhancements:**

- **System Administrator Role**: Automatically assigned to payer admin users, this role receives new permissioned features by default, allowing you to manage and test new capabilities before rolling them out to your team.
- **PW Reviewer Role**: This role, vital for PaymentWorks fraud operations, is now hidden from non-staff users to prevent unauthorized changes.

#### **Default Roles in PaymentWorks:**

- **System Administrator**: Manages new features and tests updates.
- **Admin**: Manages users, roles, and approvals.
- **Initiator**: Sends and tracks vendor invitations.
- **Payments Approver**: Approves payment submissions.
- **Procurement**: Oversees vendor updates.
- **Reporting User**: Accesses and runs reports.
- **Vendor Approver**: Manages the onboarding process.

Review the [Self Service Roles and Permissions Release Notes & Configuration Guide](https://hubs.ly/Q04rvpBS0) for more detailed information about roles and permissions.

Check out our video tutorial to see more about Roles and Permissions!

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Also check out our video tutorial to see more about [System Admin Roles, Permission, & Emulation](https://help.paymentworks.com/hubfs/Training%20Videos/Managing%20Roles%20%26%20Permissions.mp4?hsLang=en)

<iframe data-hsv-src="https://play.hubspotvideo.com/v/7162195/id/184709687624" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="184709687624" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

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