For merchants
Team members and roles
Who can access your merchant, and what each role is allowed to do.
Don't share your password. You manage everyone in Settings → Team.
Member and role rules
| Roles | Owner, Staff, Developer |
|---|---|
| Merchant owner | The person who created the merchant, for as long as the merchant exists |
| Who can invite and remove | The Owner only |
| Role for invited members | Staff or Developer, picked in the invite form. The Owner role can never be given |
| When access starts | Only after the invited person accepts it. Invites do not expire |
| Changing a member's role | Not possible. Remove the member and invite them again |
| Merchants per account | Up to 5. Being Staff or Developer elsewhere does not count |
Inviting and removing members
- The Owner opens Settings → Team, enters the person's email under Invite a member and clicks Send invite.
- The person gets an email. If they have no account yet they sign up with exactly that email address.
- Until the invite is accepted, it shows in the Pending invites list with the label Awaiting acceptance. The Owner can cancel it from that list.
- When they sign in, the Team invitations screen shows the merchant and the role. They choose Accept or Decline.
- After Accept they are a member and see only what their role allows (table below).
- To remove someone, the Owner clicks Remove next to their name, then Yes, remove. Their access ends right away and they get an email.
What each role can do
| Area | Owner | Staff | Developer |
|---|---|---|---|
| Home and Transactions: create, view and cancel payment requests, download CSV | ✅ | ✅ | ✅ |
| Payouts: payout history | ✅ | ✅ | ✅ |
| Payouts: Withdraw now | ✅ | ❌ | ❌ |
| Payout bank account and payout schedule (Settings → Business) | ✅ | ❌ | ❌ |
| Business profile and verification (KYC) (Settings → Business) | ✅ | ❌ | ❌ |
| Payment methods the business accepts | ✅ | ❌ | ❌ |
| Payment page settings | ✅ | 👁️ | 👁️ |
| API keys and webhooks (Settings → Developer), and the Live/Sandbox mode switch | ✅ | ❌ | ✅ |
| Team: see who the members are | ✅ | ✅ | ✅ |
| Team: invite, cancel invites, remove members, see pending invites | ✅ | ❌ | ❌ |
| Require 2FA for all members (Settings → Security) | ✅ | 👁️ | 👁️ |
✅ full access · ❌ no access · 👁️ read only.
Settings sections a role cannot use are left out of that person's menu. On pages they can open, buttons they cannot use are shown disabled with a note that only the owner can change them.
Why ownership cannot be transferred
There is no way to transfer ownership or promote a Staff member or Developer to Owner, and an invite never offers the Owner role. The reason is money. Payouts go to the verified Owner's own bank account, so a button that moved ownership would move control of someone else's money. The Owner can also not be removed and cannot leave, because a merchant must always have an owner.
If someone else takes over the business, they create their own account and merchant and complete verification themselves. Transaction history, payment links and API keys do not move to the new merchant.
Working in several merchants
One login can belong to several merchants, with a different role in each, for example Owner of your own shop and Staff at a friend's. Pick the merchant you are working in with the Merchant selector, in the sidebar on a computer or under Account on a phone. Switching reloads the page with that merchant's data and your role there. The choice is per signed-in device.
The same selector ends with + Create new merchant. It needs a verified email and phone number, stops at 5 merchants you own, and is blocked while any merchant you own is suspended. A new merchant starts as a draft and goes through activation on its own.