Open Manage Team
Manage your team and their permissions in the dashboard.
Default roles
Every account starts with three roles.- Owner — full access. Can’t be edited.
- Admin — everything except team and onboarding.
- Sales — payment links only.
Every teammate can view transactions and Merchant Details, whatever their role.
Creating a new role
Need something in between? Create a role with exactly the permissions you want.1
Open Manage Team
Go to Settings › Manage Team.
2
Click + New Role
Name the role. The name can’t be changed later.
3
Tick the permissions
Everything starts off. Tick only what the role needs.
4
Save and assign
Assign the role to teammates from the team list below the table.