Users & permissions

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Streamline your workflow and enhance team collaboration on the Xendit dashboard by easily inviting new members. Below, you'll find the simple process for adding users, alongside a comprehensive breakdown of the various user permissions designed to align with each team member's role and responsibilities.

How to invite team members

  1. Go Settings > Team Members

  2. Click +Add Member

  3. Enter the new team member's email

  4. Select the necessary permissions

  5. Click Invite

The new team member will receive an email invitation to access the dashboard. They must then set up their password and log in.

User permissions

Permissions are granted based on a team member's role and responsibilities.

Important note

The initial user that creates the Xendit account has all permissions activated. Please contact help@xendit.co if you need to change the permissions of the initial user.

Available Permissions:

Permission

Description

Actions

View

Access and view information

  • View transaction details

  • Download CSV report

  • Check billing details and status

Edit

Modify and update information

  • Create payouts

  • Generate payment links

  • Add / edit customers

Approve

Authorize transactions or changes

  • Approve payouts

  • Refund cards charges

Admin

Full account management

  • Add and delete user

  • Edit user access

  • Edit business settings

Developer

Access and manage technical settings

  • See API keys

  • Resend callbacks

  • Change callback URLs

Withdraw

Withdraw funds

  • Withdraw funds to registered withdrawal bank account

  • Create transfers from master account

  • Add, edit, and delete withdrawal bank account

No Balance

View transactions without seeing balances

  • See list of transaction under accept payments

  • Create payment links

  • Cannot see the balance (unless combined with other permissions)

Specific permissions by action

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.

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