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Managing Team Members and Permissions

Learn how to invite users, manage roles, resend invites, and understand visibility limitations within the Members page.

Updated this week

The Members page allows Admin users to manage who has access to your merchant dashboard.

From here, you can:

  • View who has access

  • See their permission level

  • Check if they’ve accepted their invite

  • Invite new members

  • Resend invite emails

  • Change a user’s role


Who Can Access the Members Page?

Only users with Admin access can manage members.

Admins can:

  • Invite new users

  • Change permission levels

  • Resend invites

  • View access across their merchant

Members cannot manage other users.


How to Access the Members Page

  1. Log into your dashboard

  2. Click Members in the left-hand menu

  3. Select your merchant (if applicable)


Understanding What You See on the Page

On the Members page you’ll see:

  • Email – The user’s login email

  • Role – Admin or Member

  • Merchant – The merchant they have access to

  • Invited – When they were invited

  • Status label (e.g. Member (Invited)) if they haven’t accepted yet

This gives Admins full visibility over who currently has access and who is still pending.


Role Types Explained

There are two permission levels:

Member

Members can:

  • View returns

  • Create returns

  • Manage returns

  • Manage refunds

They cannot:

  • Manage team members

  • Access configuration settings

Admin

Admins can:

  • View, create and manage returns and refunds

  • Manage team members

  • Change user roles

  • Access configuration settings

Admins have full access to the dashboard.


How to Invite a New Team Member

  1. Go to the Members page

  2. Click the + Invite button (top right)

  3. Enter the user’s email address

  4. Select the merchant

  5. Choose their role (Admin or Member)

  6. Click Send Invite

The user will receive an email invitation to join your merchant.


Resending an Invite

If someone hasn’t received or has lost their invite email:

  1. Find their email in the Members list

  2. Click the three dots (…) on the right-hand side

  3. Select Resend invite

A new invite email will be sent.


Changing a User’s Role

Admins can update permission levels at any time.

To change a role:

  1. Click the three dots (…) next to the user

  2. Select Change role

  3. Choose the new role

Changes take effect immediately.


Important: Multi-Merchant Access Limitation

There is one important limitation to be aware of.

If a user has access to multiple merchants:

  • They’ll need to access their main merchant account to view the list of members.

If you have questions, or need confirmation of who has cross-merchant access, please contact our support team and we’ll be happy to assist.


Frequently Asked Questions

Why can’t I see myself on the Members page?

You likely have access to multiple merchants. See the comment above regarding this.


Can Members invite other users?

No. Only Admins can invite and manage members.


What happens if someone hasn’t accepted their invite?

They will appear as (Invited) next to their role until they accept.


Can I remove a user?

Currently, you can change roles and manage invites. If you need someone fully removed, please contact support.

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