> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zafapay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Members

> Invite team members to access your merchant account with role-based permissions

## 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.

<Info>
  Team members log in with their own email and password. They do not need to have their own merchant account.
</Info>

## Roles

Each team member is assigned one of three roles:

| Role       | Permissions                                                                             |
| ---------- | --------------------------------------------------------------------------------------- |
| **Owner**  | Full access to all features, including team management, merchant settings, and API keys |
| **Admin**  | All Viewer permissions, plus create and edit payment links, products, and invoices      |
| **Viewer** | Read-only access to transactions, payouts, and dashboard                                |

<Warning>
  There can only be one Owner per merchant account. The Owner role cannot be changed or transferred.
</Warning>

## Inviting a Team Member

<Steps>
  <Step title="Navigate to Team">
    Go to **Team** in the sidebar menu under Management.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button in the top right corner.
  </Step>

  <Step title="Enter Details">
    Enter the team member's **email address** and select their **role** (Admin or Viewer).
  </Step>

  <Step title="Send Invitation">
    Click **Invite Member** to send the invitation email. The invited person will receive an email with a link to accept the invitation.
  </Step>
</Steps>

## 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

<Info>
  If you are logged in as a different user when you click the invitation link, you will be prompted to sign out and log in with the correct account.
</Info>

## 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.

## Managing Team Members

### 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.

### 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.

### Cancelling Invitations

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

<Tip>
  Invitations expire after 7 days. If an invitation expires, you can send a new one.
</Tip>