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: 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:

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

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