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.

Inviting a Team Member

1

From the left-hand navigation, go to Manage Console → Settings. Under Organisational Settings, select the Team tab.

2

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.

3

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.

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Not sure which role to assign? Refer to the Roles and Permissionsarrow-up-right 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.

4

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.

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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.

1

Locate the Team Member

From the Team tab, find the team member you wish to remove in the table.

2

Click the Remove Icon

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

3

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.

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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?

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