If your plan includes more than one seat, this guide will help you manage your team members, assign Roles, and customize permissions effectively.
Here’s what you’ll learn:
1️⃣ How to manage roles and assign custom permissions
2️⃣ How to invite new members to your team
3️⃣ How to create and manage teams
I. Creating and managing roles with custom permissions
In the User Management tab, you can use the Roles Panel to create different roles and customize their access and responsibilities. By assigning each teammate a specific role, you can ensure they have exactly the permissions they need—nothing more, nothing less.
a. Creating, Editing, and Deleting Roles
Click on Manage roles to open the role management panel.
There are three preset roles:
Administrator: Full access to all areas.
Contributor: Can view payment-related pages.
Payment Manager: Full control over all payment-related functions.
To edit a role, click Edit next to the role and adjust its permissions.
To create a new role, click Create a new role, and follow the same steps as for editing a preset role.
b. Available Permissions:
Can manage users: Allows the user to enable or disable other teammates' accounts.
Can invite users and manage permissions: Grants the ability to invite new users, manage roles, and adjust permissions
Can see payment page: Allows access to view payment-related pages.
Can manage payment: Grants full control over payment transactions and integrations (this permission requires "Can see payment page" to be enabled).
c. Adding or Changing User Roles:
On the Member Overview page, click the Settings button next to the user whose role you want to change.
In the User Role section, select the desired role.
Hit on Update to save your change
Important Note:
As a user, you are not able to change your own Role, nor can you modify the permissions of the Role you're assigned.
Only authorized users with the appropriate permissions can make these changes.
II. Inviting new members to your team
To add new members to your team, follow these steps:
Go to the User Management page.
Click on Invite members to open a side panel.
Enter your teammate’s email address.
Optionally, select a team for them to join (this can be edited later).
Define the user’s role.
Click Invite. The new member will receive an invitation email with a link to create their account.
If the invitation email isn’t received, go to View all invitations.
From here, you can resend the invitation, copy the account creation URL, or revoke the invitation if necessary.
III. Creating and Managing Teams
To organize your team more efficiently, you can create and manage different groups.
On the left side of the User Management page, you will see a list of existing teams and their members.
To create a new team, click + New team and name your team.
To add or remove members from a team, click + Invite members or use the delete icon to remove them.
You can also rename or delete a team at any time.
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.