---
title: "Manage access for your team"
description: "Learn how to manage your integration in your Customer Area."
url: "https://docs.adyen.com/business-accounts/manage-access"
source_url: "https://docs.adyen.com/business-accounts/manage-access.md"
canonical: "https://docs.adyen.com/business-accounts/manage-access"
last_modified: "2023-07-20T12:03:00+02:00"
language: "en"
---

# Manage access for your team

Learn how to manage your integration in your Customer Area.

[View source](/business-accounts/manage-access.md)

When you first sign up for Adyen, we automatically create an admin user account for your balance platform. After we create your admin user, you receive an email to verify the account. When you complete the verification, your admin user becomes active.

## Customer Area

The Customer Area is an online dashboard that helps you manage your balance platform integration.

In your [Customer Area](https://ca-test.adyen.com/), you can:

* Manage your Adyen [resources](/business-accounts/account-structure-resources), such as your company account, merchant account, account holders, balance accounts, and business accounts.
* Manage all third-party and internal [transfers](/business-accounts/view-transfers-details) in your balance platform.
* Manage access for members of your team.
* Manage your [API credentials](/development-resources/api-credentials) for your balance platform, and your business accounts.
* Configure [webhooks](/development-resources/webhooks) to get updates on changes in your balance platform.

## Manage users

Your [Customer Area](https://ca-test.adyen.com/) includes an admin user who has access to all the permissions required to manage your integration. These permissions also enable you to create more user accounts for your team.

User accounts allow members of your team to access your Customer Area. With your admin user account, you can provide each user with a specific set of permissions to perform certain actions. You control your user's permissions by assigning roles to them.

All users with an Adyen account must set up [Multifactor Authentication (MFA)](/account/multifactor-authentication/) or [Single Sign-On](/account/single-sign-on) in the Customer Area.

To view information about business accounts in the Customer Area, your users need the following roles:

| Role                            | The user can...                                                                                                                                                      |
| ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Balance platform base role**  | View all transfers, account holders, balance accounts, and business accounts.                                                                                        |
| **View payment instrument PII** | View the IBAN of an Adyen issued bank account, if it belongs to a sole proprietorship. To use this role, the user must also have the **Balance platform base role**. |

For more information about how you can manage access for members of your team, see [Manage users](/account/users).

## Manage API credentials

To make requests to Adyen's APIs, you must have the appropriate API credentials. When your balance platform account is set up, it includes:

* An API credential for web services.
* An API credential for legal entity management.

For more information on how to manage these credentials, see [API credentials for Balance Platform](/platforms/manage-access/api-credentials-web-service/).

A credential for web services has web service (ws) roles assigned to it. These roles specify what API requests a user can perform with this credential.

### Frequently used roles

The following tabs show the most frequently used web service roles that are available in your [Customer Area](https://ca-test.adyen.com/).

### Tab: Balance platform configuration

The following table shows roles that you use to make requests for general configuration of your Balance Platform.

| Web service role              | Description                                                                                                                                                                                                                                                        |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Balance Platform BCL role     | You can create, update, and delete resources in your balance platform. For example: account holders, payment instruments, or transaction rules.                                                                                                                    |
| Balance Platform BCL PCI role | You can unmask and view PANs and CVVs/CVCs in the response of a POST [/paymentInstruments](https://docs.adyen.com/api-explorer/balanceplatform/latest/post/paymentInstruments) request.To use this role, you must also have the Balance Platform BCL role enabled. |
| Bank SCA Webservice Role      | You can manage devices used for Strong Customer Authentication (SCA).                                                                                                                                                                                              |

### Tab: Transfers

The following table shows roles that you use to make requests related to fund transfers.

| Web service role                         | Description                                                                                                                         |
| ---------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Bank Transfer Initiation Webservice role | You can initiate transfers.This is only available for Transfers API [v1](https://docs.adyen.com/api-explorer/transfers/1/overview). |
| TransferService Webservice Initiate role | You can initiate transfers.                                                                                                         |
| TransferService Webservice Retrieve role | You can view initiated transfers.                                                                                                   |
