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Team Management

Add team members to help manage your PayRequest business. Assign roles and control exactly what each team member can access and modify.

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Overview

Team management allows you to:

• Invite colleagues to your dashboard
• Assign predefined roles or custom permissions
• Control access to specific features
• Suspend or remove team members
• Track pending invitations

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Inviting Team Members

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Send an Invitation

1. Navigate to Settings → Team
2. Click Invite Team Member
3. Enter the team member’s email address
4. Select a role (or customize permissions)
5. Click Send Invitation

The invited person receives an email with a link to join your team.

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Invitation Status

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Resend or Cancel

For pending invitations:

• Resend: Send the invitation email again
• Cancel: Remove the invitation entirely

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Roles and Permissions

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Predefined Roles

Choose from these standard roles:

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Admin Role

Full access including:

• All product operations (create, edit, delete)
• All customer management
• All invoice operations
• All order operations
• Subscription management
• Settings access
• Reports and analytics

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Manager Role

Standard management access:

• Products: View, create, edit
• Customers: View, create, edit
• Invoices: View, create, edit
• Orders: View, edit
• Subscriptions: View, edit
• Settings: View only
• Reports: Full access

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Sales Role

Sales-focused permissions:

• Products: View, create
• Customers: View, create, edit
• Invoices: View, create
• Orders: View, create
• Subscriptions: View
• Reports: View

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Support Role

Read-only for customer assistance:

• Products: View
• Customers: View
• Invoices: View
• Orders: View
• Subscriptions: View

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Custom Permissions

Build a custom permission set by toggling individual permissions: Products

• View products
• Create products
• Edit products
• Delete products

Customers

• View customers
• Create customers
• Edit customers
• Delete customers

Invoices

• View invoices
• Create invoices
• Edit invoices
• Delete invoices

Orders

• View orders
• Create orders
• Edit orders

Subscriptions

• View subscriptions
• Edit subscriptions
• Cancel subscriptions

Settings

• View settings
• Edit settings

Reports

• View reports and analytics

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Managing Team Members

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View Team

Navigate to Settings → Team to see:

• Active team members
• Their assigned roles
• Current status
• Pending invitations

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Suspend a Member

Temporarily disable access without removing:

1. Find the team member
2. Click the status toggle
3. Member is suspended (can be reactivated)

Suspended members cannot log in until reactivated.

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Remove a Member

Permanently remove access:

1. Find the team member
2. Click Remove
3. Confirm removal

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Edit Permissions

To change a team member’s role or permissions:

1. Click on the team member
2. Update their role or toggle individual permissions
3. Save changes

Changes take effect immediately on their next page load.

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Team Member Experience

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Accepting an Invitation

When someone receives a team invitation:

1. They click the link in the email
2. Create a password (if new to PayRequest)
3. Accept the invitation
4. Gain access to your dashboard

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Dashboard Access

Team members see a version of the dashboard filtered by their permissions:

• Hidden features they can’t access
• Read-only views for view-only permissions
• Full edit capabilities where permitted

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Switching Businesses

If a team member is invited to multiple businesses:

• They can switch between them
• Each business has separate permissions
• Data is completely isolated

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Best Practices

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Common Use Cases

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Virtual Assistant

• Role: Support or Custom
• Permissions: View customers, view invoices, view orders
• Purpose: Answer customer questions without making changes

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Accountant

• Role: Custom
• Permissions: View invoices, view reports, view settings
• Purpose: Financial oversight and reporting

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Sales Team

• Role: Sales
• Permissions: Full product and customer access
• Purpose: Create products and manage customer relationships

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Operations Manager

• Role: Manager
• Permissions: Most features except settings
• Purpose: Day-to-day business operations

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Security Considerations

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Email Verification

Team members must verify their email to accept invitations.

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Invitation Expiry

Invitations expire after a set period for security. Resend if needed.

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Activity Logging

All team member actions are logged in the activity feed for audit purposes.

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Password Requirements

Team members must create secure passwords meeting minimum requirements.

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Troubleshooting

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Invitation Not Received

• Check spam/junk folder
• Verify email address is correct
• Resend the invitation
• Ask team member to whitelist PayRequest emails

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Cannot Access Features

• Verify assigned role includes needed permissions
• Check if account is suspended
• Confirm invitation was accepted (not just clicked)

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Forgot Password

Team members can use the password reset flow on the login page.

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