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

# Team (Member & Role Management)

> The merchant dashboard Settings > Team page — split into Members and Roles tabs, for inviting/editing/removing team members, assigning roles to members, and viewing and managing role permissions (see the create-role page for creating/editing roles).

## 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:**

| Column     | Meaning (merchant view)                                                                                                        |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------ |
| Member     | Member's name + email                                                                                                          |
| Role       | The member's current role; the account owner shows an "Owner" badge                                                            |
| Joined     | The date the member joined; a pending invitation row shows "Invited + date"                                                    |
| Status     | The member's current status, see below; a pending invitation row shows "Pending" or "Expired"                                  |
| Last Login | The member's most recent login time, shows "Never" if they've never logged in; a pending invitation row shows "Expires + date" |

**Member status:**

| Status    | Meaning                                          |
| --------- | ------------------------------------------------ |
| Active    | The member is normal and their account is usable |
| Pending   | The member is pending                            |
| Suspended | The member has been suspended                    |

**Pending invitation status:**

| Status  | Meaning                                                                             |
| ------- | ----------------------------------------------------------------------------------- |
| Pending | The invitation has been sent and not yet accepted, still within its validity window |
| Expired | The invitation has passed its validity window and needs to be resent                |

**Member counters**: above the list, **Total / Active / Pending** counts reflect the current member composition.

**Role list columns:**

| Column        | Meaning (merchant view)                           |
| ------------- | ------------------------------------------------- |
| Role          | The role's name                                   |
| Role Type     | "System" or "Custom", see below                   |
| Members       | The number of members currently holding this role |
| Last Modified | The most recent time this role was modified       |

**Role type:**

| Type   | Meaning                                                                        |
| ------ | ------------------------------------------------------------------------------ |
| System | A platform-preset role — assignable to members, but can't be edited or deleted |
| Custom | A role you've built — editable, deletable, and assignable to members           |

> **"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 "{count} 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.