Need a hand?

Just pop your question below to get an answer.

Topics
Business · Team members · Team access to currency accounts

Granting team access to Merchant account

To grant team access to Merchant account:

  1. Go to 'Team' on the main menu (on mobile: tap your profile in the top-left corner, then 'Team')
  2. Select the team member, or invite a new one
  3. Click on the 'Role' for the selected profile on the side window
  4. Click 'View' next to the role assigned to this team member
  5. Select 'Merchant' and enable 'View Merchant'. You can also adjust other permissions
  6. Close Merchant permissions and click 'Update' at the bottom of the screen

All team members assigned to this particular role will now be able to view 'Merchant' on the main menu. If you'd like to manage access differently, create a new role.