> ## Documentation Index
> Fetch the complete documentation index at: https://docs.boomfi.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Team and Roles

> Invite teammates and understand Owner, Admin, Member, and Accountant permissions.

In **Settings → Team**, invite colleagues by email and assign a role.

Open:

`https://app.boomfi.xyz/dashboard/settings/members`

<img src="https://mintcdn.com/boom-fi/yPLvmX4qzaQfr3uG/dashboard/images/settings-team-boomfi.png?fit=max&auto=format&n=yPLvmX4qzaQfr3uG&q=85&s=39af12c926b85a37ed13eff0829f853a" alt="BoomFi team settings" width="1440" height="900" data-path="dashboard/images/settings-team-boomfi.png" />

## Role summary

* **Owner**: full organisation control, including delete and organisation-level settings
* **Admin**: full management of team, funds transfer, API keys, settlement, and webhooks (except organisation delete)
* **Member**: create and manage pay links, view/export customers and transactions, refunds and cancellations
* **Accountant**: view and export customers and transaction data only

## Invite a teammate

1. Open the Team page
2. Click **Add user** (or equivalent)
3. Enter work email and choose a role
4. Send the invite

<img src="https://mintcdn.com/boom-fi/yPLvmX4qzaQfr3uG/dashboard/images/settings-team-invite-boomfi.png?fit=max&auto=format&n=yPLvmX4qzaQfr3uG&q=85&s=ad83a028b5f3cfcb0ef9dadc120e4918" alt="BoomFi team invite" width="1440" height="900" data-path="dashboard/images/settings-team-invite-boomfi.png" />

## Permission matrix

| Permission | Owner | Admin | Member | Accountant |
| - | :-: | :-: | :-: | :-: |
| View dashboard | Yes | Yes | Yes | Yes |
| View transactions | Yes | Yes | Yes | Yes |
| Export transactions | Yes | Yes | Yes | Yes |
| View customers | Yes | Yes | Yes | Yes |
| Export customers | Yes | Yes | Yes | Yes |
| Create customers | Yes | Yes | Yes | No |
| Edit customers | Yes | Yes | Yes | No |
| Delete customers | Yes | Yes | Yes | No |
| View paylinks | Yes | Yes | Yes | No |
| Create paylinks | Yes | Yes | Yes | No |
| Edit paylinks | Yes | Yes | Yes | No |
| Initiate refunds | Yes | Yes | Yes | No |
| Cancel payments | Yes | Yes | Yes | No |
| Manage team members | Yes | Yes | No | No |
| Manage integrations | Yes | Yes | No | No |
| Manage API keys | Yes | Yes | No | No |
| Manage settlement accounts | Yes | Yes | No | No |
| Edit business settings | Yes | Yes | No | No |
| View webhook configuration | Yes | Yes | No | No |
| Manage webhook configuration | Yes | Yes | No | No |
| Transfer funds | Yes | Yes | No | No |
| Manage organisation settings | Yes | No | No | No |
| Delete organisation | Yes | No | No | No |


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.