Invite your team

Add team members to your payment platform account so they can access transactions, reports, and settings based on their role.

How to Invite Users

Only admins can invite new users and assign roles. Be sure to select the appropriate role based on the level of access each team member needs.

1

Access Team Management

Navigate to Settings → Organization → Team Management (admin access required).

2

Send Invitations

Click Invite Team Member and provide:

• Email address

• Role (Admin, Finance, Operations, or Developer)

• Department (optional)

3

Invitation Process

The invited user will receive an email with:

• A link to create their account

• Information about their assigned role

• Instructions for first-time login

Team invitations are typically delivered within a few minutes and expire after 7 days if not accepted.

User Roles

Role	Description
Admin	Full access to all features, settings, and team management.
Finance	Access to transactions, reporting, and billing information.
Operations	Transaction monitoring, customer support, and daily operations.
Developer	API access, integration tools, and technical documentation.

Managing Team Members

Edit User Permissions

Click on any team member to:

• Change their role or department

• Update contact information

• Reset their password

• Deactivate their account

Remove Users

Deactivate team members who no longer need access. Their historical activity remains visible for audit purposes.

Getting Support

Questions about roles: Contact your account manager for role customization�a0

Technical issues: Use the support chat for invitation delivery problems

Team invitations are typically delivered within a few minutes and expire after 7 days if not accepted.