You are able to give your team members or people who work in your organization access to your Paystack Dashboard without having to share the same login details. This will help different team members get the data they need to work without any blockers, improving productivity. Moreover, you can restrict how much information they have access to and how much control they have on the dashboard.
How do I go about adding a new team member?
1. Firstly go to your Paystack Dashboard settings. Select the Team tab on your dashboard settings page, and click on the 'Invite Team Member' button. The invite teammate modal will appear. See below:
You can assign any of the 5 default roles to the new team member or create a custom role for them from scratch. Also, you can edit the permissions for the default roles in order to create custom roles.
Here's how you can create a Custom Role and manage team members' permissions:
On the Team tab on your dashboard, click on 'Manage Roles'. This action will take you to another window that shows you the access available to all roles on your dashboard.
You can create a new (custom) role here. To create a new role click on 'Create a custom role'.
When you choose to create a custom role, you'll have to enter the name of the role, enter a brief description and select the new role's permissions.
2. Enter the email address of the person you want to give access to your dashboard, and assign them a role from the drop-down list.
The person will receive an email invitation. If there's already a user account associated with that email address, the business will be added to the list of businesses they have access to on Paystack. If the user does not already have a Paystack account, they'll be invited to create a password before they can access the business.