# Invite or Remove Team Members

**Administrators** can invite new team members directly from the Merchant Console, assigning them a role from the moment they join. 

Access can also be revoked at any time to ensure former employees or external collaborators can no longer act on behalf of your organisation.

<div data-with-frame="true"><figure><img src="https://3833492769-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnW0Bk5BiuEPyZlHrzxgL%2Fuploads%2FiYVd8xGmDh2a3uMB3pOV%2FScreenshot%202026-03-23%20at%2010.28.38.png?alt=media&#x26;token=7e515b5a-9136-4c7a-ac73-cb60943f87c9" alt=""><figcaption></figcaption></figure></div>

### Inviting a Team Member

{% stepper %}
{% step %}

#### **Navigate to the Team Tab**

From the left-hand navigation, go to **Manage Console → Settings**. Under **Organisational Settings**, select the **Team** tab.
{% endstep %}

{% step %}

#### **Click "Invite Someone"**

Click the **"+ Invite someone"** button in the top right-hand corner of the Team Member's table. A modal window will appear.

<div data-with-frame="true"><figure><img src="https://3833492769-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnW0Bk5BiuEPyZlHrzxgL%2Fuploads%2FHa1MJ6FbGrTDjCS0bERv%2FInvite%20somebody%20-%20pay.io%20-%20settings%20.png?alt=media&#x26;token=beb02df7-5c3f-44bc-b803-88d032cbb898" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Enter the Team Member's Details**

Complete the following fields in the **Invite Team Member** modal:

* **First name** → the invitee's first name.
* **Last name**→ the invitee's last name.
* **Email address** → the email address to which the invitation will be sent.
* **Assign role** → select the role the team member will hold upon joining. Choose from **Administrator**, **Manager**, or **Viewer**.

{% hint style="info" %}
Not sure which role to assign? Refer to the [Roles and Permissions](https://docs.pay.io/settings/team/roles-and-permissions) guide for a full breakdown of what each role can access. You can also view the matrix at any time by clicking **"Roles and permissions"** on the Team tab.
{% endhint %}
{% endstep %}

{% step %}

#### **Send the Invitation**

Click the **"Invite team member"** button. The invitee will receive a secure activation link at the email address provided. Once they complete the sign-up flow, they will be linked to your merchant account with the role you assigned.

{% hint style="warning" %}
The assigned role and merchant account context are enforced from the moment the invitee activates their account. Ensure you select the correct role before sending — you can always update it afterwards from the Team tab.&#x20;
{% endhint %}
{% endstep %}
{% endstepper %}

***

### Removing a Team Member

When a team member leaves your organisation or no longer requires access, their account should be removed promptly to maintain the security and integrity of your console.

{% stepper %}
{% step %}

#### **Locate the Team Member**

From the **Team** tab, find the team member you wish to remove in the table.
{% endstep %}

{% step %}

#### **Click the Remove Icon**

Click the **delete icon** in the **Actions** column of their row. A confirmation modal will appear.

<div data-with-frame="true"><figure><img src="https://3833492769-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnW0Bk5BiuEPyZlHrzxgL%2Fuploads%2FYEvupdszdN5LbYPpiCnc%2FRemove%20somebody%20-%20pay.io-%20settings.png?alt=media&#x26;token=5e7442c3-8606-432e-bd8a-e78d4801af70" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Confirm Removal**

Review the confirmation prompt and confirm the removal. The team member's access will be revoked immediately — they will no longer be able to log in to the Merchant Console or perform any actions on behalf of your organisation.

{% hint style="warning" %}
Removal is a permanent action and cannot be undone. However, all historical activity and audit logs associated with the removed user are retained for compliance purposes.

Only **Administrator** users can remove team members. If you need a user removed and do not have Administrator access, contact your organisation's Administrator.
{% endhint %}
{% endstep %}
{% endstepper %}

***

#### Things to Bear in Mind

* A team member's role can be updated at any time after they have joined. Role changes take effect immediately.
* Removing a user revokes their access instantly but preserves all historical records of their activity, your audit trail remains intact.
* A user can be invited again if they have been removed from the team members.
* If you are the **account Owner**, your account cannot be removed by other Administrators.
* Always review your team's roles periodically to ensure the principle of least privilege is maintained as your organisation scales.

***

#### What's Next?

* [Team Management (Roles and Permissions)](https://docs.pay.io/account-settings/team-management-roles-and-permissions) to understand what each role can access across the Merchant Console.
* [Account Settings Overview](https://docs.pay.io/account-settings/settings-overview) to explore all available settings for your account and organisation.
* [API Keys and Webhooks](https://docs.pay.io/account-settings/managing-api-keys) to manage API credentials and event subscriptions for your integration.