There are four main roles in the Merchant Portal. The role assigned to a user determines which sections they have access to. Invite team members to the Portal based on the access level you want them to have.
In the sidebar, click SETTINGS then PORTAL USERS.
The Roles & Permissions list shows the four types of admins available and what they are able to do and see on the Portal.
Under USERS click ADD A NEW USER.
Include the email address and display name of the new user you want to invite. Select a user role from the drop-down list: Admin, Business Admin, Marketing Admin or Finance Admin. The role you choose for the new user will correspond to the outlined permissions.
Your new user can either have access to all businesses through the Portal or click the toggle and select specific businesses from the drop-down.
Click “Send Invite” and your new user will receive an email inviting them to register a password for the Portal.