From the Users section in your dashboard, you can easily view, update, and control who can do what.
How to create a user
Easily invite new team members to your account and manage their access from the Users section in your dashboard.
1. Go to Settings → Users.
2. Click on Add user.
Email: the user’s email address. They’ll receive an invitation to join the dashboard.
Name: the user’s full name.
Accounts: Specific accounts that the user can access in the dashboard.
Roles: select the appropriate roles for this user.
3. Fill out the form with the user's details and assign the appropriate role.
4. The user will receive an email invitation to join the dashboard.
They’ll need to accept the invite and follow the steps to set up their password—unless your organization uses Single Sign-On (SSO), in which case this step isn’t required.
→ See: Setting up your user account in the Merchant Dashboard.
How to view or update user roles
1. Go to Settings → Users.
2. Click on a user to see their details and current roles.
3. Use the Role dropdown to update their access.
Only Admins and User Admins can assign or remove roles.
Best practices
We recommend assigning high-risk permissions, such as requesting withdrawals, managing payouts, editing account settings, or viewing API credentials, only to users who absolutely need them.