You need someone in your organisation to perform day-to-day operations such as creating a Payment Link or a webhook. In this case, you can give access of your Dashboard to a person and assign the Operations role. This limits the access to actions related to refunds and settlements only.
Standard User Roles
Following are the predefined user roles that you can assign to your team members:
Owner
The Owner can perform all the actions.
Admin
The Admin can perform all the actions.
Manager
Check all the actions that a Manager can perform.
Operations
Check all the actions that a team member with Operations role can/cannot perform.
Finance
Check all the actions that a team member with Finance role can/cannot perform.
ePOS
Check all the actions that a a team member with ePOS role can/cannot perform.
Support
Check all the actions that a team member with Support role can/cannot perform.
Handy Tips
- Assign a role to your team member.
- Each role is tied to an email address.
- Assign multiple roles to a team member using multiple email addresses.
- Limit a user’s access to the Dashboard using these roles.