---
title: "Users & permissions"
slug: "users-permissions"
updated: 2026-05-22T03:45:13Z
published: 2026-05-22T03:45:13Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xendit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Users & permissions

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.

> [!NOTE]
> **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 - Modify checkout settings - Generate Subscriptions plans - 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 (🇮🇩 only)** | 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 (🇮🇩 only)** |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 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.