Users, memberships and roles
Our platform has two top level objects:
- A user represents you. Everything related to your individual profile is stored here.
- An organisation represents your company. All objects on the platform except users are nested under your organisation.
Your user is linked to your organisation by a membership. This membership defines your roles within the organisation.
Users
A user represents an individual person using the Griffin platform. You can become a user by:
- registering for the sandbox
- accepting an invitation from an existing user
Memberships
A membership represents a relationship between a user and an organisation. All users have at least one membership.
- If you register for the sandbox, we automatically create a new organisation of which you are a member.
- If you accept an invitation from an existing user, you become a member of that user’s organisation.
You can be a member of many organisations. Choose the organisation you want to interact with by:
- selecting it from the organisation dropdown menu in the app.
- using an API key associated with that organisation.
Roles
A role represents a pre-defined set of actions you can take within an organisation. Your role(s) in each organisation are defined in your membership. This means you can have different roles in different organisations.
- If you register for the sandbox, you automatically have the Team admin, Payments and Compliance roles.
- If you accept an invitation from an existing user, you will be a Team member by default until a Team admin updates your roles. Team members cannot perform any actions.
All organisations must have at least one Team admin. If you are the only admin in your organisation then you will not be able to remove that role from your membership.
| Role | Actions |
|---|---|
| Compliance | - Create and submit applications for reliance onboarding - Add and remove members of pooled accounts - Accept and reject customer applications - Create customer applications |
| Team admin | - Add and remove users - Edit user roles - Create, edit and delete webhooks |
| Payments | - Open and close bank accounts - Make payments from accounts |
| Team member | - No actions |