You can invite your other team member to get the dashboard access and grant specific permission based on their role
+ Invite member
You have been invited to access the dashboardand click
Based on country
Based on the needs
|Upload legal documents||❌||❌||❌||✅||❌||❌||❌|
|Activate payment method||❌||❌||❌||✅||✅||❌||❌|
|Edit business profile (logo, name, etc)||❌||❌||❌||✅||❌||❌||❌|
|Generate API Key||❌||❌||❌||✅||✅||❌||❌|
|Set up and change Callback URL||❌||❌||❌||✅||✅||❌||❌|
|Add and see IP whitelist||❌||❌||❌||✅||❌||❌||❌|
|Create and void invoice||✅||✅||❌||❌||❌||❌||❌|
|Create/delete batch/single disbursement||❌||✅||❌||❌||❌||❌||❌|
|Validate name mismatch batch/single disbursement||❌||✅||❌||❌||❌||❌||❌|
|Approve batch/single batch disbursement||❌||❌||✅||❌||❌||❌||❌|
|Refund credit card||❌||❌||✅||❌||❌||❌||❌|
|See cash balance||✅||✅||❌||❌||❌||✅||❌|
|View transaction details||✅||❌||❌||❌||❌||❌||❌|
|Add, edit, and delete withdrawal bank account||❌||❌||❌||✅||✅||❌||❌|
|Add and delete team member, and edit user permission||❌||❌||❌||✅||❌||❌||❌|
|Check billing details and status||✅||❌||❌||✅||❌||❌||❌|
|Transfer cash balance to billing balance||❌||❌||❌||✅||❌||❌||❌|
|Add and delete email recipient||❌||❌||❌||✅||✅||❌||❌|
|See list of transactions under accept payments, create invoice, but cannot see the balance||❌||❌||❌||❌||❌||❌||✅|
Who can invite a new team member to my dashboard?
Only user with admin permission that can invite other team member.
Can a team member have multiple permission?
Yes, you can grant more than 1 permission for each team member.
Can I invite a new team member with the same email to more than 1 Xendit dashboard that I have?
Yes, you can do so.
I grant view and no balance user permission to my new team member, do they still see the cash balance?
Yes because the granted permission doesn’t nullify other permission. If you grant view and no balance permission to a user, they can still see the balance because the no balance doesn't affect the view permission.