Team

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: Can manage everything, add and remove team members, and handle sending/withdrawing funds.
• Member: Can create and manage pay links, view, and export customer/transaction data, and initiate refunds or cancellations.
• Accountant: Can 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.

Roles

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: