Manage team member

Manage your team members' roles and permissions for efficient payment processing

Edit Team Member Roles

1. Navigate to Team Members Locate the "Team Members" menu within the "Settings" section

2. Select Team Member Find the team member whose role you want to edit from the list

3. Edit User Role Click the "Edit" button associated with the team member

4. Assign a New Role Choose the desired role from the available role options

5. Save Changes Click the "Save" button to confirm the role update

Important Note:

If the edited user is currently logged in, the new role will be applied upon their next login.

Deactivate Team Member

1. Navigate to Team Members Locate the "Team Members" menu within the "Settings" section

2. Select Team Member Locate the team member with an "Active" status you want to deactivate

3. Access Deactivate Option Click the hamburger menu (three horizontal lines) next to the team member's name and Select "Deactivate"

4. Confirm Deactivation Click "Deactivate Member" to proceed with deactivation

Important Note:

• You cannot deactivate your account

• If the deactivated user is currently logged in, they will be automatically logged out

• The deactivated account cannot be used to log in afterward. However, you can reactivate it if you'd like your member to regain access.

Edit Custom Roles Permissions

1. Navigate to Roles and Permissions Locate the "Roles and Permissions" menu within the "Settings" section

2. Select a Custom Role Click the "Edit" button next to the custom role you want to modify

3. Update Role Name and Permissions You can modify the name of the custom role and adjust the assigned permissions. Carefully review and adjust the permissions associated with the role

4. Save Changes Click the "Save" button to confirm your edits

Important Note:

• You can only edit custom roles, not default system roles

• Changes to user roles will only be applied after the affected users log in again

Delete Custom Role Permissions

1. Navigate to Roles and Permissions Locate the "Roles and Permissions" menu within the "Settings" section

2. Select a Custom Role Click the "Delete" button next to the custom role you want to delete

3. Confirmation and Removal Click "Delete Role" to proceed with deleting the custom role. The role will be removed from the list, and users previously assigned to it will require a new role assignment to log in again.

Important Note:

• You can only delete custom roles, not default system roles

• Roles that are still being used by members cannot be deleted