Skip to main content

​
What this is

This is the Team page under Settings in the merchant dashboard (page title “Team”, subtitle “Manage team members and roles”). The top of the page splits into two tabs, Members and Roles: on the Members tab, invite colleagues to join, view members and pending invitations, edit a member’s name and role, or remove a member; on the Roles tab, view the account’s roles, see each role’s permissions, assign a role to members, or delete a custom role. Come here to set up a dashboard account for a colleague, adjust who can access which features, or check what permissions a given role has. The full form for creating or editing a role is a separate “Create Role / Edit Role” page — this page handles managing the member and role lists.

​
Steps

Open the Team page:
  1. In the left nav, go to Settings -> Team.
  2. Switch between the Members and Roles tabs at the top.
Invite a new member (Members tab):
  1. Click Invite Member in the top-right.
  2. In the dialog, fill in First name, Last name, Email Address, and choose a role from the Role dropdown.
  3. If member-action two-factor confirmation is enabled on the account, you’ll also need to fill in a 6-digit 2FA Code.
  4. Click Send Invitation. On success you’ll see “Invitation sent”; the invitee receives an invite email and must accept it themselves to officially join.
Search and filter members: use “Search members” above the list to search by name or email; use Filter by role to see only members with a given role. Active filters appear as tags in the Filtered by area — click the “x” on a tag to remove it individually, or Clear all to reset. Edit a member: choose Edit Member from the ”…” menu at the end of a member’s row to change their first name, last name, and role (email cannot be changed), then click Save changes. Remove a member: choose Remove from a member’s ”…” menu, confirm in the dialog (enter a 2FA code if two-factor confirmation is enabled), then click Remove. This action cannot be undone. Handle a pending invitation: an invitation that hasn’t been accepted yet appears as its own row in the member list, showing status Pending or Expired. From that row’s ”…” menu, you can Resend invitation (shown as “Send again” for expired ones) or Revoke invitation. Revoking invalidates the original invite link. View and manage roles (Roles tab):
  1. Switch to the Roles tab — the list shows every role on the account.
  2. Click a row to open Role Details, showing that role’s member count, type, and granted permissions.
  3. From a role row’s ”…” menu, click Assign (assign this role to selected members); Custom roles also offer Edit Role and Delete Role.
  4. To create a role: click Add Role in the top-right to go to the create-role page.

​
Fields and statuses

Member list columns: Member status: Pending invitation status: Member counters: above the list, Total / Active / Pending counts reflect the current member composition. Role list columns: Role type:
“Owner” is the account-holder identity — it can’t be granted to anyone via invite or edit, and doesn’t appear in the role dropdown when inviting or editing members.
Role Details panel: shows the role’s name, type (System/Custom), member count, description (if any), and the permissions granted to it — permissions are grouped by module, each module tagged Full access (every permission in that module granted) or Partial access (only some granted), along with ” granted”.

​
Edge cases and troubleshooting

  • Can’t see the “Invite Member” button / invite entry point: you need team-management permission — the button is hidden without it; ask an account admin to grant it.
  • Can’t see the ”…” action menu on a member’s row: the Owner’s row never offers edit/remove actions; also, editing and removing require team write permission.
  • Can’t send the invitation due to an invalid email format: an invalid invite email shows “Please enter a valid email address” and disables “Send Invitation” — fix the email and retry.
  • A member is stuck on “Pending”: they haven’t clicked the invite email’s accept link yet — use “Resend invitation” from that row’s ”…” menu; for one showing “Expired”, use “Send again”.
  • Want to withdraw an invitation that hasn’t been accepted yet: choose “Revoke invitation” from that pending row’s ”…” menu; the original invite link becomes invalid once revoked.
  • Inviting/editing/removing asks for a 6-digit code: the account has member-action two-factor confirmation enabled, requiring a 6-digit 2FA code to complete the operation.
  • A role’s “Edit Role / Delete Role” is greyed out or missing: system roles can’t be edited or deleted — only custom roles can, and role write permission is also required.
  • Deleting a role warns it will affect members: if the role is assigned to members, deleting it removes their access tied to that role; if no one is using it, you’ll see “This action cannot be undone.”
  • Role Details shows “No permission data available”: this role currently has no permissions to display.

​
Common questions (Q&A)

  • Q: How do I invite a colleague to join / set up a dashboard account for them? A: Settings > Team > Members tab, click Invite Member in the top-right, fill in name, email, and choose a role, then click Send Invitation — they join once they accept.
  • Q: Where do I invite a member? What do I need to fill in? A: On the Team page’s Members tab, click Invite Member, fill in First name, Last name, Email Address, and choose a role; if the account has two-factor confirmation on, you’ll also need a 6-digit code.
  • Q: I sent an invite but they didn’t get it / haven’t accepted — what now? A: That invitation shows “Pending” in the member list — use “Resend invitation” from its ”…” menu; if it shows “Expired”, use “Send again”.
  • Q: How do I cancel / revoke an invitation I’ve already sent? A: Choose “Revoke invitation” from that pending row’s ”…” menu and confirm — the original invite link becomes invalid once revoked.
  • Q: How do I change a member’s role? A: Choose “Edit Member” from that member’s ”…” menu, pick a new role from the Role dropdown, then “Save changes”; you can also bulk-assign a role to members using “Assign” on the Roles tab.
  • Q: Can I change a member’s email? A: No — email is read-only when editing a member; only their name and role can be changed.
  • Q: How do I remove someone from the team? A: Choose “Remove” from that member’s ”…” menu and confirm; this action cannot be undone.
  • Q: Why can’t the “Owner” be removed or have their role changed? A: Owner is the account-holder identity — it doesn’t offer edit/remove actions, and can’t be granted to anyone via invite or edit.
  • Q: What are the possible member statuses? A: Active, Pending, Suspended; a pending invitation separately shows “Pending” or “Expired”.
  • Q: What’s the difference between a system role and a custom role? A: A system role is platform-preset — assignable but can’t be edited or deleted; a custom role is one you’ve built — it can be edited, deleted, and assigned.
  • Q: How do I create a new role / customize permissions? A: Click Add Role in the top-right of the Roles tab to go to the create-role page and set its name and permissions.
  • Q: How do I see what permissions a role has? A: Click that role’s row on the Roles tab to open Role Details — permissions are grouped by module, tagged “Full access” or “Partial access” with the count granted.
  • Q: How do I assign a role to multiple members at once? A: Choose “Assign” from that role’s ”…” menu on the Roles tab, search and check the members, then click “Assign”.
  • Q: What happens if I delete a role? A: If it’s assigned to members, deleting it removes the access tied to that role for them; the confirmation dialog shows the number of affected members.
  • Q: Why can’t some roles be deleted / edited? A: System roles can’t be edited or deleted — only custom roles can, and it also requires role write permission.