Overview - Treasury Prime Developer Documentation

Roles and permissions

Each user has a single Banker role that controls which areas, actions, and data they can access in the Treasury Prime Console.

Role	What it does	Best for
Banker Admin	Full access to every area of the Treasury Prime Console, including user management, program configuration, account operations, and every payment rail.	Bank operations leads, team managers, and compliance officers who take action in the Treasury Prime Console.
Banker Payment Reviewer	Acts on payments in the Payments area — typically ACH, Book, and Wire.	Payment operations and transaction reviewers.
Banker Account Reviewer	Reviews account applications in the Applications area and account activity in the Accounts area, including locking and unlocking accounts.	Onboarding and KYC reviewers, account operations.
Banker Viewer	Read-only access across the Treasury Prime Console to browse program details, accounts, and payments.	Auditors, leadership, new hires, and compliance reviewers who only observe.

Note: Most banks limit the Banker Admin role to a small number of trusted users to minimize operational risk and exposure. Assign a more limited role when it covers the user’s responsibilities.

Console areas

The Treasury Prime Console organizes operations into the following areas, accessible from the left navigation menu:

Area	What it’s for
Programs	View and configure the programs running on Treasury Prime, including program limits, features, API permissions, and linked bank accounts.
Accounts	Manage bank accounts. View account details, lock or close accounts, and set interest.
Applications	Review and act on account and business applications submitted by programs. Filter applications by source, status, and ownership type, and work the submitted and manual review queues during onboarding.
Payments	Review and act on payment activity across rails such as ACH, Book, Wire, Cards, Check Issuing, and FedNow.
Reporting	Access Prime Analytics for prebuilt and custom reports on banking activity. Available only to banks that have enabled Prime Analytics.
Settings	Manage users, organizational settings, payment configurations, and features. Reset MFA for users in your organization.
Files	View incoming and outgoing bank files for payment rails such as ACH and Wire.

For additional assistance with the Treasury Prime Console or these guides, contact Treasury Prime support through your designated support channels.

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​Roles and permissions

​Console areas

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Roles and permissions

Console areas