Team and roles

Invite teammates by phone, assign one of seven roles, and manage members and pending invitations.

The Team settings page lets you invite people to your XPay account, assign each one a role, and manage the members and pending invitations that already exist. Roles control what each teammate can see and do across every section of the dashboard, from refunds and payouts to API keys and branding.

This page covers how to add a member, what each of the seven roles can do, how to manage members, and how invitations work.

What you can do

Invite by phone

Add a teammate with their phone number and a role. They get an invitation they can accept by signing in with that number.

Assign one of seven roles

From Super Administrator down to View Only, each role is a curated set of capabilities. No custom roles today.

Manage pending invitations

See who hasn't accepted yet, resend the invite, or cancel it before they sign in.

Edit or remove members

Change a teammate's role or remove them from the team. The original account creator can't be removed.

Open the team settings

In the dashboard, click your account menu and pick Settings, then click Team. The page lists every active member, with a Pending invitations section underneath if any are still outstanding.

Add a member

Click New member

In the top right of the Team page, click New member. A dialog opens.

If you don't see the button, your role lacks the team-write permission. Only the Super Administrator and Administrator roles can manage the team today.

Enter their phone number

XPay invites teammates by phone, not email. Enter the country code and number in the phone field; the dashboard validates the format as you type.

Pick a role

Pick one of the six assignable roles: Administrator, Accountant, Support Agent, Developer, Sales Representative, or View Only. The seventh role, Super Administrator, is reserved for the account creator and isn't assignable from this dialog. See Roles below for what each role can do.

Send the invitation

Click the send button at the bottom. An "Invitation sent" toast confirms. The invitee gets a notification they can accept by signing into XPay with the phone number you used.

The invitation appears in the Pending invitations section of the Team page until they accept.

Manage members

Each member's row carries a role badge and an action menu (the ⋯ icon on the right). The menu offers two actions, both gated on team-write permission:

Edit member changes the role on an existing teammate. Pick a different role, save, and the change applies immediately. The teammate keeps the same login and account access; only their permissions change.
Remove member removes the teammate from the merchant. They lose access to all merchant data on confirmation. Their XPay user account itself stays intact, so they can still sign in (just to other merchants they have access to).

The action menu does not appear on the Super Administrator row. The original account creator can't be edited or removed by anyone.

Leave the team

Every teammate except the Super Administrator has a Leave team button at the top of the page. Confirming reloads the dashboard and removes your access to the merchant account. The merchant itself isn't affected; only your seat is.

Pending invitations

Pending invitations appear under the active members list, with the role you picked, the phone number, and an expiration date. Each carries an action menu:

Resend invite sends the invitation notification again with a fresh expiration window.
Cancel invite revokes the invitation. The invitee can no longer accept.

If the recipient never signs in by the expiration date, the invitation expires automatically and they need a fresh one.

Roles

XPay ships seven roles. Each role is a curated set of permissions across the platform. There are no custom roles today; if none of the seven match your need, contact support.

Role	Who it's for
Super Administrator	The account creator. Full access. Can't be removed or reassigned by anyone.
Administrator	Trusted operators who run the business: refunds, payouts, team, settings, API keys.
Accountant	Financial visibility plus the ability to issue refunds. No write access elsewhere.
Support Agent	Customer service: view and edit customers, look up payments, issue refunds.
Developer	Builds and operates the integration: API keys, webhooks, payment links, sessions.
Sales Representative	Customer acquisition and promotions: products, payment links, coupons, customers.
View Only	Read-only access across the dashboard. Can't change anything.

Super Administrator

The account creator. The role can't be reassigned, transferred, or removed from the dashboard. There's exactly one Super Administrator per merchant.

What Super Administrator can do: everything an Administrator can do, plus reserved capabilities the platform may add later.

Administrator

Day-to-day operations across every part of the dashboard. The right pick for trusted operators who need to refund payments, manage payouts, invite teammates, and edit account settings.

What Administrator can do:

View and manage payments, refunds, customers, products, prices, payment links, coupons.
Manage the payout schedule and settlement methods.
View the balance and all activity.
Invite, edit, and remove team members (except the Super Administrator).
Create and edit branding, payment method configurations, communication preferences.
Create and revoke API keys.
Create and edit webhook endpoints.
Submit and edit account verification information.

Accountant

Financial visibility with refund authority. Designed for finance and bookkeeping staff who reconcile and reimburse but don't run the rest of the business.

What Accountant can do:

View payments, customers, products, payment links, coupons.
View balance, payouts, and reporting.
View team members.
Issue refunds.

What Accountant can't do: create or edit anything outside refunds. Can't manage payouts, invite team, change settings, or touch API keys and webhooks.

Support Agent

Customer service operations. Designed for support staff who answer customer questions, edit customer records, and process refunds.

What Support Agent can do:

View and edit customers (including create and delete).
View payments and the linked checkout sessions, payment links, products.
View refunds and issue refunds.
View team members.

What Support Agent can't do: see balance or payouts, manage products or coupons, change settings, or touch API keys and webhooks.

Developer

Integration and operations focus. Designed for engineers building the integration to XPay.

What Developer can do:

View payments, customers, products, payment links.
Create and edit checkout sessions, payment intents, payment links, payment method configurations.
View and create API keys.
View and create webhook endpoints.
View the event log.
View team members and account settings.

What Developer can't do: issue refunds, manage payouts, invite team, edit branding, or change account-level settings.

Sales Representative

Customer acquisition and promotions focus. Designed for sales staff building catalog content and running discount campaigns.

What Sales Representative can do:

View and edit customers.
Create and edit products and prices.
Create and edit payment links.
Create and edit coupons and promotion codes.
View payments and reporting.
View team members.

What Sales Representative can't do: issue refunds, see balance or payouts, change settings, manage payment method configurations, or touch API keys and webhooks.

View Only

Read-only access across the entire dashboard. Designed for stakeholders who need visibility without the ability to change anything.

What View Only can do: see every list and detail page (payments, customers, products, payment links, coupons, refunds, balance, payouts, events, webhook endpoints, API keys, team, settings).

What View Only can't do: change anything, anywhere.