Team Invite
Invite new team members with role-based access that matches finance, operations, and developer responsibilities.
A focused invite flow helps merchants expand their workspace without widening permissions more than necessary.
Merchant workspace
Send invites from the same account that owns the merchant workspace.
Invite workflow
Invite recipientName, work email, and role selection
Permission scopeMerchant account, settlements, disputes, or developer access
Approval ruleAdministrator review before activation
Session securityTrusted device review and action logging
Create invite
Recipientfinance.lead@merchant.com
RoleFinance
PermissionsReports, settlements, download access
Invite expiry7 days
Role Matrix
Keep access aligned with responsibility
Use narrower permissions by default and expand access only for teams that need it.
RolePrimary toolsApproval neededBest for
AdministratorAll merchant modulesYesAccount owners
FinanceReports 路 SettlementsYesFinance and reconciliation
OperationsDisputes 路 SupportYesDaily service management
DeveloperAPI 路 WebhooksYesTechnical integrations
Pending Invites
Recent invitations
Keep invite activity visible while the merchant workspace grows.
NameRoleStatusEmail
Finance LeadFinancePending invitefinance.lead@merchant.com