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Account Configuration
Users

Users

supports the following user roles:

  • Owner: Full access to all features and settings.
  • Admin: Manages accounts, users, and reports with edit capabilities.
  • Analyst: Primarily view-only access to financial and reporting features.
  • Developer: Focused on technical configurations.
  • View-only: Can view but not modify data.

User Permissions Matrix

ADMINANALYSTDEVELOPERVIEW ONLY
ReadUpdateReadUpdateReadUpdateReadUpdate
Merchant Management
Merchant accounts✓✓✓✓✗✓✓✗
Pricing templates✓✓✓✓✗✓✗✗
Reporting
Payments✓✓✓✓✗✓✓✗
Payouts✓✓✓✓✗✓✓✗
Disputes✓✓✓✓✗✓✓✗
CSV reports✓✓✓✓✗✓✓✗
Account
Merchant preferences✓✓✓✓✗✓✗✗
White-label✓✓✓✓✗✓✗✗
Users✓✓✓✓✗✓✗✗
User invites✓✓✗✗✗✗✗✗
Developers
API keys✓✓✗✗✗✗✗✗
Webhook endpoints✓✓✗✗✗✗✗✗

Manage Users

Invite user

To invite a partner user:

  1. Navigate to Accounts > Users
  2. Click the Invite User button
  3. Enter the user’s email address and select their role
  4. Click the Invite User button

To invite a merchant user:

  1. Navigate to Merchant Management > Accounts
  2. Select the respective merchant
  3. Select the Users tab
  4. Enter the user’s email address
  5. Click the Invite User button

The user will receive an email notification to set up their account.

Resend user invitation

To resend a partner user invitation:

  1. Navigate to Accounts > Users
  2. Locate the respective user
  3. Click the Kebab Menu icon
  4. Select Resend Invitation

To resend a merchant user invitation:

  1. Navigate to Merchant Management > Accounts
  2. Select the respective merchant
  3. Select the Users tab
  4. Locate the respective user
  5. Click the Kebab Menu icon
  6. Select Resend Invitation

The user will receive an email notification to set up their account.

Update a user's role

To update a partner user's role:

  1. Navigate to Accounts > Users
  2. Locate the respective user
  3. Click the Kebab Menu icon
  4. Select Edit Role
  5. Select the user's new role
  6. Click the Save User button

Delete user

To delete a partner user:

  1. Navigate to Accounts > Users
  2. Locate the respective user
  3. Click the Kebab Menu icon
  4. Select Revoke Access

To resend a merchant user invitation:

  1. Navigate to Merchant Management > Accounts
  2. Select the respective merchant
  3. Select the Users tab
  4. Locate the respective user
  5. Click the Kebab Menu icon
  6. Select Revoke Access

The user will immediately lose access to the account.

White-LabelMerchant Preferences