If you have permission as an Admin, you are able to invite your other team member to get the dashboard access and grant specific permission based on their role.
Steps to invite new team member
- Go to team member settings
- Click
+ Invite member - Input the new team member’s email and tick on the permission options you want to grant for them
- Click
Invite - You will see a new team member listed with status
Pending - Inform your new team member to check email with subject
You have been invited to access the dashboardand clickView dashboard - Do registration eg: set up password as new team member
- Login to dashboard with the registered email and password.
Steps to Update User Permission
- Go to team member settings
- Search email of your team member.
- Click "Three dots" icon
- Click "Edit Permission" to edit the permission or Remove Member to Delete Member
- Tick the permission that you want to add.
- Click Update Permissions.
Available team member permission
Based on country
| Permission | Indonesia | Philippines |
|---|---|---|
| View | ✅ | ✅ |
| Edit | ✅ | ✅ |
| Approve | ✅ | ✅ |
| Admin | ✅ | ✅ |
| Developer | ✅ | ✅ |
| Withdraw | ✅ | ✅ |
| No balance | ✅ | ❌ |
Based on the needs
|
View |
Edit |
Approve |
Admin |
Developer |
Withdraw |
No Balance |
Upload legal documents |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Activate payment methods and change payment method settings |
❌ |
❌ |
❌ |
✅ |
✅ |
❌ |
❌ |
Edit business profile |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Generate API Key |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
Set up and change Callback URL |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
Add and see IP whitelist |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Create payment link |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
✅ |
Void payment link |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
Customize payment links (Checkout settings) |
✅ |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
Create QR Codes |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
Create subscription plans |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
✅ |
Refund payments |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
Create/delete payouts |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
Validate name mismatch for payouts |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
Approve payouts |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
❌ |
Change payout settings |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Allow or Block a Card |
❌ |
❌ |
✅ |
✅ |
✅ |
❌ |
❌ |
Add fraud prevention rules |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
Create Card promotions |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
View and export available balances and balance history |
✅ |
✅ |
❌ |
❌ |
❌ |
✅ |
❌ |
View and export transaction details |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
✅ |
View and export auto-withdrawal reports |
✅ |
✅ |
❌ |
❌ |
❌ |
✅ |
❌ |
Setup Report Schedules and add SFTP settings |
❌ |
✅ |
❌ |
✅ |
✅ |
❌ |
❌ |
View webhook logs |
✅ |
❌ |
❌ |
❌ |
✅ |
❌ |
✅ |
Resend webhooks |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
Add, edit, and delete withdrawal bank account |
❌ |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
Withdraw funds locally or overseas |
❌ |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
Setup auto-withdrawal |
❌ |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
Set PIN |
❌ |
❌ |
✅ |
❌ |
❌ |
✅ |
❌ |
Add and delete team member, and edit user permission |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
View billing statements and fee structure, incl. paying unpaid invoices and uploading documents for withholding tax purposes |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Transfer available balance to billing balance |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Add and delete email recipient settings |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Add customers from customer menu |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
View and create XenPlatform sub-accounts |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
Create transfer from master account |
❌ |
❌ |
❌ |
❌ |
❌ |
✅ |
❌ |
View and install plugin integrations |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
View activity logs |
❌ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Important Notes:
- A team member can have multiple permissions.
- The same email address can be used for multiple Xendit dashboards.
- Granting "View" and "No Balance" permissions allows the user to see the balance.
For further information, you can read more here.