As your business grows, efficiently managing team access to your PayMongo account becomes crucial for security, accountability, and streamlined workflows. PayMongo's User Management feature empowers account owners to invite teammates, assign specific roles, and control permissions, ensuring that every team member has the right level of access. This article will provide a comprehensive guide to understanding and utilizing User Management to securely manage your team's access within your PayMongo Dashboard.
What is User Management?
User Management is a vital feature within your PayMongo Dashboard that allows the primary account owner to control who has access to the company's PayMongo account and what actions they can perform. It's designed to:
Improve Security: Limit access to sensitive information and critical functions.
Prevent Unintended Actions: Reduce the risk of errors by assigning only necessary permissions.
Enhance Accountability: Clearly define responsibilities for each team member.
Increase Efficiency: Streamline workflows by granting specific access tailored to job roles as your business scales.
Key Roles and Definitions
Understanding the specific roles within PayMongo's User Management helps in assigning appropriate access:
Account Owner: This is the individual who initially created the PayMongo account. The Account Owner has full, all-access permissions to every feature and setting in the Dashboard, including the ability to manage other users, change bank account details, and access all sensitive information. There can only be one Account Owner.
Team Member: Any new user who is invited and granted access to the company's PayMongo account by the Account Owner. A Team Member's permissions are strictly defined by the role group they are assigned to.
Permissions: A specific set of functions or actions that an Account Owner (or an authorized assignee with "Manage users" permission) can grant or deny to a Team Member.
Understanding Available Permissions
Before inviting a team member, it's highly recommended to define the specific permissions required for your business's internal workflows. PayMongo offers granular control over various functions:
Permission Category | Description | Access Granted | Example Roles |
Account Owner | Full, unrestricted access to the entire Dashboard. | Everything in the Dashboard, including bank details, user management, API keys. | Owner, CEO, Founder |
View | Ability to see data without making changes. | View all links, pages, payments, wallet transactions, wallet balance, wallet details. | General Staff, Marketing, Analysts |
Manage Links | Control over payment links. | View all links, create new payment links, archive & unarchive links. | Sales Team, Marketing Assistant |
Manage Pages | Control over PayMongo Pages. | View all pages, create new pages, edit & delete pages. | Marketing Team, Web Content Manager |
Refund & Contest dispute | Ability to handle customer disputes and refunds. | View all payments, issue refunds, contest disputes. | Customer Support, Finance & Accounting |
Export | Access to download financial data. | View & export payments, payouts, bank information, and reports overview. | Finance & Accounting, Data Analysts |
Develop | Access to technical integration details. | Access API keys & documentation. | IT/Developers, Technical Integrators |
Manage users | Ability to manage other team members' access. | View & manage members, view Security Logs. | Operations Manager, HR, Senior Management |
Quick Tip: Permissions can be mixed and matched to create custom roles suitable for different departments or individuals. For instance:
Finance & Accounting: Often needs
ExportandRefund & Contest dispute.Customer Service & Support: May require
ViewandManage Links/Pages(if they handle customer payment inquiries).IT/Developer: Will certainly need
ViewandDevelop.Owners/Management: Typically have
All Access(Account Owner).
Navigating Your User Management Dashboard
The User Management Dashboard provides a centralized view and control over all team members and invitations.
Accessing the Dashboard: Log in to your PayMongo Dashboard, navigate to the 'Settings' tab in the sidebar, and then click on 'Team Members'.
Main Tabs:
'Members' tab: This displays all active team members, including their name, email address, and assigned permissions.
'Invites' tab: This shows all pending or expired invitations that have been sent, along with the invitee's email address and the permissions granted in that invitation.
Step-by-Step Guide: Managing Your Team
The User Management Dashboard offers various functionalities to invite, modify, and remove team members.
Inviting a New Team Member
From the 'Team Members' tab, click on the 'Add team member' button.
Enter the new user's email address. This is where the invitation will be sent.
Select their Permissions: Carefully choose the specific permissions you want to grant to this new team member. It is crucial to select roles thoughtfully to prevent unintended or irreversible actions.
Send Invitation: Once you've entered the email and selected permissions, click to send the invitation.
Team Member Acceptance: An invitation email will be sent to the nominated address. The team member will need to accept the invite and sign up for a PayMongo account (if they don't have one) to gain access.
Resending or Deleting Invites
If a team member hasn't received their invitation or it has expired, you can manage it from the 'Invites List' tab:
Go to the 'Invites List' tab.
Locate the specific invite you wish to manage.
Click the ellipsis (...) button next to the invite's row.
You will have options to either 'Resend Invite' (if the user had trouble locating it) or 'Delete Invite' (if the invitation is no longer needed).
Editing a Team Member's Permissions
Permissions for existing team members can be adjusted at any time:
Go to the 'Members List' tab.
Locate the team member whose permissions you want to edit.
Click the ellipsis (...) button next to their row.
Select 'Edit Permissions'.
Adjust the checkboxes for the desired permissions.
Save your changes.
Deleting a Team Member
If a team member no longer requires access to your PayMongo account, you can remove them:
Go to the 'Members List' tab.
Locate the team member you wish to delete.
Click the ellipsis (...) button next to their row.
Select 'Delete Member'.
To prevent accidental deletions, you will be required to enter the member's email address to confirm their removal.
