Team Roles and Permissions

Control what each team member can access.

Built-in Roles

Owner

The account creator:

• Full access to everything
• Cannot be removed
• Only one owner

Admin

Full management access:

• All features
• Team management
• Billing and settings
• Can't transfer ownership

Manager

Day-to-day operations:

• View and manage transactions
• Issue refunds
• Manage customers
• Create invoices
• No settings/billing access

Accountant

Financial access:

• View all transactions
• Download reports
• Manage invoices
• Issue refunds
• No customer data access

Support

Customer-facing access:

• View transactions
• Help customers
• Handle disputes
• Limited data access

View-Only

Read-only access:

• View dashboard
• See transactions
• No actions allowed

Permission Details

| Permission | Owner | Admin | Manager | Accountant | Support | View-Only |

|------------|-------|-------|---------|------------|---------|-----------|

| View dashboard | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |

| View transactions | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |

| Issue refunds | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |

| Manage customers | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ |

| Create invoices | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |

| Handle disputes | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ |

| View reports | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |

| Manage payouts | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |

| Manage team | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |

| Billing settings | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |

| Account settings | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |

Changing Someone's Role

1. Go to Settings → Team
2. Find the team member
3. Click Edit Role
4. Select new role
5. Save

Changes take effect immediately.

Custom Roles

Need specific permissions?

1. Go to Team → Roles
2. Click Create Custom Role
3. Name the role
4. Select individual permissions
5. Save

Learn about custom roles →

Role Security Tips

• Use minimum necessary access
• Review roles regularly
• Remove access when people leave
• Use 2FA for admins

Related Articles:

• Adding Team Members
• Custom Roles
• Audit Logs