Team Members

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Overview

Team Members lets you invite other people to access your merchant dashboard. Each team member gets their own login credentials and can be assigned a specific role that controls what they can see and do. This is useful for giving access to your accountant, developer, or support staff without sharing your owner credentials.

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Roles

Each team member is assigned one of three roles:

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Inviting a Team Member

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Accepting an Invitation

When someone receives an invitation email, they click the Accept Invitation button in the email. The flow depends on whether they already have an account:

• Existing account — Log in with their credentials, then click Accept on the invitation page
• New user — Click “Create Your Account” to register, then they are automatically logged in

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Switching Between Merchants

If a team member has access to multiple merchant accounts, they can switch between them using the merchant switcher in the top left corner of the sidebar. Clicking the merchant name opens a dropdown showing all accessible merchants. Select a merchant to switch — the dashboard will reload with that merchant’s data.

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Managing Team Members

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Changing Roles

Only the Owner can change team member roles. From the Team page, use the role dropdown next to a member’s name to change their role.

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Removing Members

Only the Owner can remove team members. Click Remove next to a member’s name and confirm the action. The removed member will no longer be able to access the merchant account.

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Cancelling Invitations

Pending invitations can be cancelled from the Team page by clicking Cancel Invitation. The invitation link will no longer work.