Users and Roles

Give your team access to the Business Portal, with each person limited to what their job needs. Manage this in the Business Portal under Settings → Manage users.

Invite a User

Go to Settings → Manage users.
Select Invite a new user.
Enter their First name, Last name, Email and Phone number.
Choose a Role. The permissions for that role are listed beside the form as you select it.
Select Invite user.

Roles

Seven roles are available. Choose the narrowest one that still lets the person do their job.

Role	Intended for
Admin	Full access to everything, including settings and developer tools.
Finance manager	Finance and operations. Everything except developer tools.
User	General staff who need visibility across the account without changing it.
Ops analyst	Day-to-day transaction handling, including refunds and disputes.
Support agent	Customer support. Can view transactions and manage payment links.
Marketing	Cash rewards, advertising and brand settings.
Developer	API keys, webhooks, integrations and checkout domains.

What each role can do

Admin

Full access to a dashboard with all financial data
Full access to transactions, including refunds and disputes
Full access to payment links
Full access to customer information
Full access to balances, with the ability to allocate funds
Full access to reporting
Full access to cash rewards
Full access to advertising tools
Full access to developer tools
Full access to settings

Finance manager

Full access to a dashboard with all financial data
Full access to transactions, including refunds and disputes
Full access to payment links
Full access to customer information
Full access to balances, with the ability to allocate funds
Full access to reporting
Full access to cash rewards
Full access to advertising tools
No access to developer tools
Settings: view and manage personal settings, email notifications, brands, and connections; view business details, business addresses, director details, bank account, payment settings, in-person settings, users, and preferences

User

Dashboard access includes transaction data, unallocated balances, and advertising panels
Transactions: view transactions and disputes; create transaction exports
Full access to payment links
Full access to customer information
Balances: view payouts, pay-ins, the payout schedule, monthly summaries, and unallocated balances
Full access to reporting
Full access to cash rewards
Advertising tools: view advertising campaigns
Developer tools: view business integrations, API keys, webhooks, and checkout domains
Settings: view and manage personal settings; view business details, business addresses, director details, bank account, email notifications, brands, and preferences

Ops analyst

Dashboard access includes transaction data and payment charts
Full access to transactions, including refunds and disputes
Full access to payment links
Full access to customer information
No access to balances
No access to reporting
No access to cash rewards
No access to advertising tools
No access to developer tools
Settings: view and manage personal settings; view preferences

Support agent

Dashboard access includes transaction data and payment charts
Transactions: view transactions and disputes; create transaction exports
Full access to payment links
Full access to customer information
No access to balances
No access to reporting
No access to cash rewards
No access to advertising tools
No access to developer tools
Settings: view and manage personal settings; view preferences

Marketing

Dashboard access includes transaction data, payment charts, advertising panels, and publishing data
Transactions: view transactions and disputes; create transaction exports
No access to payment links
Full access to customer information
No access to balances
No access to reporting
Full access to cash rewards
Full access to advertising tools
No access to developer tools
Settings: view and manage personal settings and brands; view preferences

Developer

Dashboard access includes transaction data and payment charts
Transactions: view transactions and disputes; create transaction exports
Payment links: view payment links
Full access to customer information
No access to balances
No access to reporting
No access to cash rewards
No access to advertising tools
Full access to developer tools
Settings: view and manage personal settings; view preferences

📘
Only Admin and Finance manager can reach balances
Refunds are funded from your balance, and only Admin and Finance manager can allocate funds or set a float. If your support team issues refunds, make sure someone with one of those roles maintains the balance - see Balances and Payouts.

⚠️
Developer tools include your API keys
The Developer and Admin roles have full access to developer tools, which includes creating and revoking API keys. The User role can view them. Treat these roles as privileged - see the Integration Security Guide.