Teams & Roles

Team management enables account owners to invite members and assign roles with specific permissions. Roles provide granular control over access to features such as transaction viewing, payout management, account settings, and member administration.

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Overview

The Teams & Roles feature is located in Settings → Team & Roles within the dashboard.

Function	Description
Manage Members	Invite or remove members from the business account
Assign Roles	Define responsibilities (Manager, Finance, Support, etc.) for each member
Configure Permissions	Set access levels for each role
Audit Activity	Track member activities and changes within the account

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Roles

Roles define what actions a team member can perform within the account. Each role contains a set of permissions that control access to specific features.

Default Roles

Role	Description
Owner	Full access to all features and settings. Can manage billing and delete the account.
Admin	Full access except billing and account deletion. Can manage team members.
Developer	Access to API keys, webhooks, and technical integrations.
Finance	Access to transactions, payouts, and financial reports.
Support	Read-only access to transactions and customer information.

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Permissions

Permissions control access to specific actions within the account:

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Invite Team Members

1. Navigate to Settings → Team & Roles
2. Click Invite Member
3. Enter the email address of the new member
4. Select the role to assign
5. Click Send Invitation

The invited member receives an email with instructions to accept the invitation and create login credentials.

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Remove Team Members

1. Navigate to Settings → Team & Roles
2. Locate the member in the team list
3. Click the options menu (⋮) next to the member
4. Select Remove Member
5. Confirm the removal

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Custom Roles

Custom roles enable tailored permission sets for specific business needs.