What can my team do on the Paystack Dashboard?

The Team tab on your dashboard settings page allows you to add multiple users to access your Paystack dashboard, with varying access levels. We give you 5 default roles to assign to team members namely:

• Admin
• Operations
• Developer Support
• Customer Support
• Directdebit Admin

We'll break down what each of these roles can do, so you understand how best to assign roles to your team members. You can also visit the roles section of the team members tab on your dashboard to get a more detailed breakdown.

Admin

This role grants the team member the permissions to do everything on the dashboard except close the business. Any team member with this role can access all the sections of the dashboard. The Business Owner also falls under this category. When the business is set up on Paystack for the first time, the user who created the business is automatically assigned the role of the Admin.

Operations

This role grants users the permissions to manage most things on the dashboard except moving money out. They also cannot view certain parts of the dashboard. This means whoever is added as an Operations Team member cannot access or update:

• Transfers Page: They cannot create, manage or export Transfers 
• Compliance section on the Settings page:  They're unable to edit business settings & preferences 
• API Keys & Webhooks Page: They cannot view or manage API keys & webhooks 
• Team (User) section on the Settings page: They cannot view, manage or invite team members 
• Settlement Accounts section on the Settings page: They cannot view or manage settlement accounts settings.

Developer Support

This role grants users the permissions necessary for providing technical support. Team members added as Developer Support cannot access or update:

• Business Performance Metrics: They cannot view your business performance metrics
• Insights Page: They cannot view customer insights.
• Disputes Page: They cannot manage refunds & disputes
• Payouts Page: They cannot view or export payouts
• Transfers Page: They cannot view, create, manage or export transfers
• Balance History: They cannot view or export balance history 
• Plans & Subscriptions Pages: They cannot create and manage plans & subscriptions
• Compliance on the Settings page:  They're unable to edit business settings & preferences 
• Team (User) section on the Settings page: They cannot view, manage or invite team members 
• Payout Accounts section on the Settings page: They cannot view or manage settlement accounts settings

Customer Support

This role grants users the permissions necessary for providing support to your customers. Team members added as Customer Support cannot access or update:

• Business Performance Metric: They cannot view your business performance metrics on the home page.
• Customers Page: They cannot create new customers or view customer insights
• Transfers Page: They cannot create, manage or export transfers
• Payouts Page: They cannot view or export payouts
• Balance History: They cannot view or export balance history 
• Payment Pages: They cannot view, create or manage payment pages
• Invoices Pages: They cannot create, view or manage Invoices
• Sub Accounts Page: They cannot create, view or manage subaccounts
• Plans & Subscriptions Pages: They cannot create, view or manage plans & subscriptions
• Compliance section on the Settings page:  They're cannot view or edit business settings & preferences 
• API Keys & Webhooks Page: They cannot view or manage API keys & webhooks 
• Team (User) section on the Settings page: They cannot view, manage or invite team members 
• Payout Accounts section on the Settings page: They cannot view or manage settlement accounts settings.

What is the Business Owner role?

This role is given to the person that creates the business by default. It functions as an Admin role as well and has no restrictions. While multiple users can be listed as the Admin, there can only be one user designated as a Business Owner at a time. The Business Owner role can be transferred at anytime from one person to another. Changing the Business Owner to another administrator will confer all previous access rights to the new Business Owner. Also, the business owner is the only role that can close the business.

What about custom Roles?

This allows you to create your own custom roles, and choose exactly what team members can see and do. Want to add a new team member with custom roles to your business? Here is a guide to doing this: How do I add a user to my Paystack business?