Access levels explained
When inviting a team member, you can assign them one of the following access levels:
Administrator
Full Access: Administrators have unrestricted access to all features and settings within the platform.
Manage Team Members: Can invite, edit, or disable team members.
Critical Permissions: Able to update payment settings, manage sensitive information, and configure account-wide security measures.
Best For: Owners or trusted personnel responsible for overseeing the entire account.
Developer
Technical Access: Primarily for integration purposes, developers can access APIs, webhooks, and other technical settings.
Limited Operational Access: They typically do not have access to manage payments, customer data, or team member permissions.
Best For: Technical team members working on system integrations or platform enhancements.
Read-Only
View-Only Permissions: Users with read-only access can view all account data, including customer information, reports, and transactions.
No Editing Rights: Cannot modify, add, or delete any data or settings.
Best For: Auditors, external consultants, or team members who only need visibility into the account for review purposes.
Read-Write
Edit Access: Users can view, modify, and update specific sections.
No Administrative Privileges: Cannot manage team members, or access sensitive areas like payment configurations.
Best For: Operational team members who handle day-to-day tasks.
Security is paramount when dealing with payments and sensitive data. Assigning appropriate access levels ensures your account remains secure while enabling team members to perform their roles effectively.
Important Notes
Ensure you assign the correct access level based on the team member’s role and responsibilities.
The team member will not have access to the account until they accept the invitation and create their password.
If the invitation email is not received, advise the team member to check their spam or junk folder.
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