In the Team tab in the settings section, you can effortlessly invite your team by sending them email invitations and assigning roles from the following choices:

  • Admin: Has full management capabilities, including adding and removing team members, and handling fund transfers.
  • Member: Authorized to create and manage pay links, view, and export customer/transaction data, and initiate refunds or cancellations.
  • Accountant: Permitted to view and export customer and transaction data

Adding a new team member

To add a new team member, you can follow these quick steps:

  1. Navigate to the Team tab in the settings section.
  2. At the right side of the screen, click the + Add User button.
  3. Type your teammate's email address and select their role.
  4. Invite them.


In the Team tab, you can also see the permission for each role by accessing the Roles tab. You will have access to the following table: