Team Management (Roles and Permissions)
The Team tab within Organisational Settings allows Administrators to manage who has access to the Merchant Console and what they can do within it. Pay.io uses a Role-Based Access Control (RBAC) model to ensure that each team member has precisely the level of access their role requires.
This is particularly important in iGaming operations, where sensitive actions such as approving withdrawal requests, managing wallet limits, and handling API keys must be governed by clear accountability.
Only Administrator users can invite or remove team members and assign or update roles.
If you need changes made to your team and do not have Administrator access, contact your organisation's Administrator.
Accessing Team Management
From the left-hand navigation, go to Manage Console → Settings. Under Organisational Settings, select the Team tab.
Here you will see a table of all current team members, including the following information per user:
Name
The team member's display name. The account owner is labelled Owner. Your own account is labelled You.
Email Address
The email address associated with the team member's account
Role
The role currently assigned to the team member
Last Login
The date and time of the team member's most recent session
IP and Location
The IP address and geographic location of the last login
Type
The authentication method used (e.g., Login with Email, Login with Passkey)
Actions
Edit or remove the team member
Understanding Roles
Pay.io defines three core roles, each granting a distinct level of access across the Merchant Console.
Administrator
Full access to all console features and settings. Administrators are responsible for configuring the platform, managing the team, and overseeing all operational and compliance functions.
Manager
Operational access for day-to-day platform management. Managers can handle wallets, transactions, and withdrawals, but cannot manage users, organisation settings, or Treasury Wallet setup.
Viewer
Read-only access across wallets, transactions, and reports. Viewers cannot initiate transactions, approve withdrawals, or make any configuration changes.
Roles and Permissions Matrix
The table below details which actions are available to each role across the Merchant Console.
View Transactions & Reports
✓
✓
✓
Change own Password & Notification Preferences
✓
✓
✓
View Team List
✓
✓
✓
Generate / Export Reports
✓
✓
✓
View KYB Status & Compliance Details
✓
✓
Read-only
Manage Hot Wallets (add / disable assets, configure limits)
✓
✓
—
Initiate Deposits (Hot Wallet & Treasury Wallet)
✓
✓
—
Initiate Manual Transfers (Hot ↔ Treasury)
✓
✓
—
Approve / Reject Withdrawal Requests
✓
✓
—
Manage API Keys & Webhooks
✓
✓
—
Create Treasury Wallets
✓
—
—
Invite / Remove Team Members
✓
—
—
Assign Roles
✓
—
—
Initiate Treasury Withdrawals
✓
—
—
Manage External Treasury Wallets
✓
—
—
Update Organisation Details
✓
—
—
Deactivate Account
✓
—
—
You can view this matrix at any time within the console by clicking the "Roles and permissions" button in the top right-hand corner of the Team tab.
Updating a Team Member's Role
To change the role assigned to an existing team member, click the edit icon in the Actions column of their row. Update the role assignment and save your changes. See step-by-step guide in Invite or Remove Team Members page.
Role changes take effect immediately.
Ensure the team member is aware of any changes to their access level, particularly if permissions are being reduced.
What's Next?
Invite or Remove Team Members to add new users to your organisation, or revoke access for departing team members.
Account Settings Overview to explore all available settings for your account and organisation.
API Keys and Webhooks to manage API credentials and configure event subscriptions.
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