This section explains how to configure and manage users on your FedaPay account. The goal is to assign specific roles and permissions to your collaborators to secure access to your account and protect sensitive data. Here are the steps to add users, assign roles, and manage permissions.

1

Access the Team Section

Start by accessing your FedaPay dashboard and going to Business Settings > Team.

In this section, you’ll find two tabs: Users and Pending Invitations.

2

Add a User

In the Users tab under the Team section, click Add a User. You can then invite your collaborators to join your FedaPay account.

3

Role Assignment

Each user must have a defined role based on their responsibilities. Here are the three available roles, each with specific levels of access:

  • Analyst: For team members responsible for tracking your business’s financial performance. They can view reports and evaluate transactions.

  • Developer : For technical team members, such as programmers, responsible for integrating the FedaPay API or configuring payments on your platform.

  • Administrator : Assigned to you as the account owner. The Administrator has full access to manage all aspects of the account.

4

Invite a Collaborator

Enter the email address of the collaborator you wish to add, select their role, and click Invite.

5

Track Invitations

You can monitor pending invitations in the Pending Invitations tab. Once a collaborator accepts your invitation, they will appear in the Users tab.

With this role and permission management, you can securely grant access to your collaborators and protect your company’s sensitive data.