Each role defines what a user can do based on their assigned permissions. Here are the available options:
Can manage users
Enables a user to activate or deactivate other teammates' accounts.
Can invite users and manage permissions
Allows inviting new users, assigning roles, and adjusting permissions.
Can see payment page
Grants access to view payment-related pages.
Can manage payment
Allows full control over payment transactions and integrations.
Note: Requires the "Can see payment page" permission to be enabled.
I. Three default roles
Here are the three default roles and their permissions:
Role | User management | Payment permissions | Global feature access |
Administrator | ✅ | ✅ | ✅ |
Payment Manager | ❌ | ✅ | ✅ |
Contributor | ❌ | View Only | ✅ |
II. Manage roles
Create a new role
Click on your profile picture (or initials) in the bottom left corner, then select "User management".
Click on Manage roles > + Create a new role.
Enter your Role name, description, and set the Permissions.
Click Create to save the role.
Edit a Role
On User management tab, click on Manage roles.
Click Edit next to the role you want to update.
Adjust the Role name, Description, or Permissions as needed.
Click Save to update the role.
Delete a role
On User management tab, click on Manage roles.
Click Edit next to the role you want to remove.
Select Delete to permanently remove the role.
Note: If the role is currently assigned to users, you’ll be prompted to reassign those users to a different role. Simply follow the on-screen instructions to choose a replacement role for the affected users.
Once reassignment is complete, you can finalize the deletion.
III. Assigning or changing user roles
On User management tab, All members list, click the Settings button next to the user whose role you want to update.
In the User role section, select the desired role from the dropdown.
Click Update to save your changes.
Important Note:
Self-Role Management Restrictions
You cannot modify your own role or permissions. These changes require an authorized user with the proper permissions.
Frequently asked questions
1. Where can I see which team my colleagues are part of?
You can view the list of all team members and the teams they belong to on their profiles.
2. Can I activate or deactivate a teammate's account?
Yes, if your role includes this permission. Go to View all members and toggle the switch next to the user’s profile to activate or deactivate their account.
3. I created my account without setting up a role. What's my role and who is the administrator?
If you are the one who created the first account of your team, you are automatically the administrator.
If you were invited by someone else, your role was assigned before the invitation was sent.