Team and Roles

Invite teammates and understand Owner, Admin, Member, and Accountant permissions.

In Settings → Team, invite colleagues by email and assign a role.

Open:

https://merchants.zbx.boomfi.xyz/dashboard/settings/members

Role summary

• Owner: full organisation control, including delete and organisation-level settings
• Admin: full management of team, funds transfer, API keys, settlement, and webhooks (except organisation delete)
• Member: create and manage pay links, view/export customers and transactions, refunds and cancellations
• Accountant: view and export customers and transaction data only

Invite a teammate

1. Open the Team page
2. Click Add user (or equivalent)
3. Enter work email and choose a role
4. Send the invite

Permission matrix

Permission	Owner	Admin	Member	Accountant
View dashboard	Yes	Yes	Yes	Yes
View transactions	Yes	Yes	Yes	Yes
Export transactions	Yes	Yes	Yes	Yes
View customers	Yes	Yes	Yes	Yes
Export customers	Yes	Yes	Yes	Yes
Create customers	Yes	Yes	Yes	No
Edit customers	Yes	Yes	Yes	No
Delete customers	Yes	Yes	Yes	No
View paylinks	Yes	Yes	Yes	No
Create paylinks	Yes	Yes	Yes	No
Edit paylinks	Yes	Yes	Yes	No
Initiate refunds	Yes	Yes	Yes	No
Cancel payments	Yes	Yes	Yes	No
Manage team members	Yes	Yes	No	No
Manage integrations	Yes	Yes	No	No
Manage API keys	Yes	Yes	No	No
Manage settlement accounts	Yes	Yes	No	No
Edit business settings	Yes	Yes	No	No
View webhook configuration	Yes	Yes	No	No
Manage webhook configuration	Yes	Yes	No	No
Transfer funds	Yes	Yes	No	No
Manage organisation settings	Yes	No	No	No
Delete organisation	Yes	No	No	No