The Members section of the dashboard provides you with the necessary tools to manage your team effectively. Within this section, you can invite team members via email and assign specific roles to grant them access to designated sections of the dashboard.
To add a team member:
Click on the Menu button or three lines from the top right of your Admin Panel
2. Select Members from the menu and click on the plus sign (+)
3. From the pop-up, you can add the email address and select the desired role.
You may choose to add more or simply finish off by clicking Send Invite.
4. An invite will be sent to the email address added and will need to be accepted by
your team member(s)
Role selections and accesses:
Accountant:
-View/Extract Reports
- Access/execute payouts
-Access to Billing Subscription
Junior Accountant:
-View/Extract Reports
-Access Payouts
Sales Manager:
- View/Refund transactions
-Capture/Void transactions
-View Routes
- Access/execute payouts
Sales:
- View/Refund transactions
- Access virtual terminals
Admins have all Sales permissions plus:
- Capture/Void transactions
- View Dashboard
- View/create/export reports
- View/create/edit cashiers
- View routes
- View psps
- Access/execute payouts
- Access/Edit credit card tokens
Merchant owners have all Admins permissions plus:
- Edit/Create routes
- Edit/Create psps
- Edit/Create credentials
- Edit/Create rules
- Add members as Administrators
-Access to Billing Subscription
From the same page, you will see the list of team members that has access to your Admin Panel and the roles they were assigned. A Remove button is also available for you to revoke a member's access respectively.