Team

Invite people to your application in the Portal and choose what each can do.

Invite people to your application and give each a role. The role sets what they can do in the Portal.

Roles

What each role can do.

  • Owner: full control. Only the Owner can transfer ownership.
  • Admin: everything a Developer can do, plus inviting members, changing roles, removing members and editing the application settings.
  • Developer: creates and manages transfers, API keys, webhooks, wallets, customers and recipients. Can't manage the team.
  • Auditor: view-only. Can see all data, and can't create, edit or delete anything.

Invite a Member

How to invite someone.

  • Open Team in the Portal and click Invite Member.
  • Enter their email address.
  • Choose a role: Auditor, Developer or Admin.
  • Click Send Invite.

Pending invitations are listed under Invitations, with the email, role, who invited them and when the invitation expires.

The Team page in the Portal The Invite Member dialog The Invitations tab

Role Permissions

Select Role permissions on the Team page to see what each role can do, for every area of the Portal.

The Role Permissions dialog

Manage Members

The Members tab lists each member with their role and the date they joined. Owners and Admins can change a member's role or remove a member.


Notes

  • Transfers can't be edited or deleted.
  • Owners always see every wallet.

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