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How to Add and Manage Team Members with Role-Based Permissions

Learn to manage team members with role-based permissions and OTP security in UniPayment.

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Written by Support UniPayment
Updated over 3 weeks ago

Overview

The Multi-User Access & Role-Based Permissions feature allows administrators to assign specific access levels to team members, ensuring efficient collaboration and strict compliance management. Additionally, with the Dynamic OTP Verification feature, the system triggers OTP challenges for sensitive operations based on risk levels, providing an extra layer of security.

1. Adding Team Members

Step 1: Actions for Administrators

  1. Go to Settings > Team and click Invite Member.
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  2. In the pop-up invitation window, enter the team member's email address and choose the appropriate role (e.g., Manager), and click Confirm.
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  3. The team member's status will be marked as Pending, waiting for the invitation to be accepted.

  4. If the invitation email hasn’t arrived — or the original link has expired — click Send Activation Link in the Action column to issue a new invite. If the problem continues, please contact UniPayment Support for assistance.
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Note: The invited member does not need to have a pre-existing UniPayment account. They can complete the registration process once they accept the invitation.

Step 2: Actions for Invited Members

  1. After receiving the invitation email, click the Accept Invitation link.On the page that opens, click the Confirm Invitation button.

  2. On the login page, enter your login details; if you are not registered, you will need to set a password to complete the registration process.
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  3. Confirm the entity, then click Continue.

  4. Go to Settings > Team to view your role and the list of team members.

Notes:

  • Invited members can hold various roles across multiple Entities and can switch between Entities at any time using the Switch Entity feature.
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  • Invited members can’t leave an entity on their own — only a Manager or the Owner can remove them.

By completing the above two steps, the team member has been successfully added.

2. Managing Team Members

Reassigning Roles and Permissions

  1. Go to Settings > Team and locate the member you wish to modify, and click Edit in the member's Action column.

  2. In the pop-up window, select the new role and click Confirm to finalize the changes.

Freezing or Activating Team Members

  • Freeze: In the member's Action column, click Frozen. Confirm the action to set the member's status to Frozen.

  • Activate: For frozen members, click Active in the Action column. Confirm the action to restore the member's status to Active.

Deleting Team Members

  • In the member's Action column, click Delete and confirm the action.

  • Once deleted, the member will no longer have access to your entity. If you need to add them again, please follow the steps for adding team members.
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Transferring Ownership

  1. Go to Settings > Team and click the prominently marked Transfer Ownership button.
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  2. Select the team member to whom you wish to transfer ownership, enter their username to confirm, and click Confirm.After refreshing the page, the member's status will change to "Owner."

3. Summary and Support

The Multi-User Access & Role-Based Permissions feature enables administrators to efficiently manage team roles and access permissions, enhancing collaboration while ensuring security and compliance. If you encounter any issues while using this feature, please feel free to contact UniPayment technical support for further assistance.

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